Operations Executive- Mutual Funds

4 days ago

Jaipur Rajasthan, India Growthaholics Full time

**WE ARE HIRING FOR A FINANCIAL SERVICES FIRM IN JAIPUR**

**Operations Executive - Mutual Funds**

**Job Summary**:
**Key Responsibilities**:

- **Form Processing and Maintenance**:

- Accurately complete and submit forms related to mutual fund transactions (e.g., investments, redemptions, and transfers).
- Ensure that all forms are completed correctly, following internal procedures and industry regulations.
- Organize and track completed forms for easy retrieval.
- **Form MIS and Reporting**:

- Prepare and maintain daily, weekly, and monthly reports related to form processing and mutual fund activities.
- Update and manage form MIS (Management Information Systems) to track the status of forms, submissions, and approvals.
- Ensure all MIS reports are up-to-date, accurate, and accessible for the management team.
- **Mutual Fund Operations Support**:

- Assist in basic operational tasks related to mutual fund activities, including record-keeping, reconciliations, and transaction monitoring.
- Liaise with other departments (e.g., customer service, compliance) to ensure smooth processing of mutual fund transactions.
- Address queries related to mutual fund operations and escalate issues as needed.
- **Data Entry and Documentation**:

- Ensure accurate data entry for mutual fund transactions and client-related activities.
- Maintain a well-organized documentation system for mutual fund-related forms and reports.
- Process and file paperwork efficiently to ensure compliance with company policies.
- **Process Improvement**:

- Identify opportunities for improving operational efficiency and contribute to process optimization initiatives.
- Support the implementation of best practices for document handling and mutual fund operations.

**Required Skills and Qualifications**:

- **Educational Qualifications**:

- Bachelor's degree in Finance, Business Administration, or related field (preferred).
- **Experience**:

- Previous experience in operations, especially within financial services or mutual funds, is a plus.
- Experience with form handling, data entry, and MIS reporting is preferred.
- **Technical Skills**:

- Basic understanding of mutual funds and financial products is an advantage.
- **Soft Skills**:

- Strong attention to detail and accuracy.
- Excellent organizational skills with the ability to manage multiple tasks simultaneously.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.

**Working Conditions**:

- Full-time position.
- Based in Jaipur

**SALARY**

15k-20 K PM CTC

**JOB LOCATION**

SHYAM NAGAR, JAIPUR

**1.5 YEARS OF COMPULSORY SERVICE BOND**

Pay: ₹15,000.00 - ₹20,833.00 per month

Schedule:

- Day shift

Work Location: In person

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