
Job Role
2 days ago
**JOB ROLE - Female Executive - Backend Operations (MF & Insurance)**
Company Name & Location: Devmani Traders Pvt Ltd, Fort, Mumbai
Eligibility:
- Minimum Graduate
- NISM-Series-V-A: Mutual Fund Distributors Certification (mandatory)
**Experience**:
- 2-3 years of experience in a related field
**Salary**:
- As per company policy
Contact Person:
- Smruti Dalvi
Job Profile:
- KYC Validation Process: Implement and manage the KYC validation process for clients.
- Mutual Fund Transactions: Oversee and process Mutual Fund transactions, including Purchases, Redemptions, & Switch, via offline and online modes.
- SIP Transactions: Process SIP transactions and assist clients in adding SIP billers through their net banking.
- Capital Gain Bonds & Corporate FD Processing: Handle transactions related to Capital Gain Bonds & Corporate FDs, and input FD data in software.
- Transmission Process: Manage the implementation of the Transmission Process for clients.
- AMC & RTA Coordination: Collaborate with Asset Management Companies (AMCs) & Registrars & Transfer Agents (RTAs) for smooth operations.
- Software Handling: Use and maintain Mutual Fund software effectively.
- Empanelment Process: Execute the empanelment process with Mutual Fund Houses.
- Reporting: Prepare AUM/SIP and Commission reports monthly.
- Brokerage Calculation: Perform monthly Brokage calculations.
- EUIN & ARN Tracking: Keep track of EUIN and ARN renewals and ensure timely renewals as per deadlines.
**Skills**:
- Good experience and excellent verbal and written communication skills.
- Excellent knowledge of **MS Office including MS Word, Excel, and PowerPoint.**
- Strong Knowledge & Understanding of Mutual Fund products and services.
- Excellent analytical and problem-solving skills.
- Ability to effectively communicate complex financial concepts to clients.
**Job Types**: Full-time, Internship
**Benefits**:
- Food provided
Application Question(s):
- Do you have know Mutual Fund Content making for social media
**Education**:
- Bachelor's (required)
**Experience**:
- Mutual fund: 3 years (required)
**Language**:
- English (required)
License/Certification:
- NISM-Series-V-A: Mutual Fund Distributors Certification (required)
Work Location: In person
Application Deadline: 26/07/2025
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