Job Role

2 days ago


Fort Mumbai Maharashtra, India Devmani Traders Pvt Ltd Full time

**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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