SF Financial Operations Specialist
3 weeks ago
We are seeking a skilled SF Financial Operations Specialist to join our team at Merito. The successful candidate will be responsible for handling the Mutual Funds division and end-to-end operations of MF trade processing. In this role, you will be handling MF corporate action processes, such as dividend payouts and reinvestment issues, and coordinating with RTAs and AMCs.
Key Responsibilities
- Handling Mutual Funds division and end-to-end operations of MF trade processing.
- Effective handling and monitoring of day-to-day operations, including transaction processing, allotments, monitoring controls, KYC, and audits.
- Coordinating with RTAs and other vendors to ensure smooth operations.
- Handling various day-to-day transaction activities, including processing applications for new accounts.
- Supporting Relationship Managers with transactions, portals, and fund reconciliations.
- Providing administrative support for data entry and reconciliation of brokerage with AMC/RTA.
- Processing service requests and updating demographic changes.
- Processing non-MF transactions.
Requirements
- Graduate degree.
- 3+ years of experience in operations, preferably in the Mutual Funds industry.
- Strong command of English and excellent communication skills.
- Strong internal communication and coordination skills.
- Experience with KYC and Mutual Fund transaction processing is an added advantage.
- Hands-on experience with BSE Star platform is preferred.
At Merito, we value our employees and offer a dynamic work environment that encourages growth and development. If you are a motivated and detail-oriented professional looking for a new challenge, we encourage you to apply for this role.
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