
Operation Executive
2 weeks ago
We are seeking a detail-oriented **Back Office Mutual Fund Executive** to handle operational and administrative tasks related to mutual fund investments. The role involves processing transactions, ensuring compliance, and providing back-end support.
**Key Responsibilities**:
**Transaction Processing & Operations**:
- Process mutual fund transactions, including SIPs, redemptions, and switches.
- Ensure timely and accurate execution of investment requests.
**Documentation & Compliance**:
- Handle KYC verification and documentation for new investors.
- Maintain compliance with SEBI and AMFI guidelines.
**Portfolio & Report Management**:
- Generate and update client investment reports.
- Track and reconcile mutual fund transactions.
**Client Support & Coordination**:
- Assist in resolving client queries related to investments.
- Coordinate with AMCs and fund houses for operational requirements.
**Skills & Qualifications**:
- Graduate in Commerce/Finance or related field (preferred)
- Basic knowledge of mutual funds & financial services
- Proficiency in MS Excel and financial software
- Strong attention to detail and organizational skills
- Ability to handle multiple tasks efficiently
**Why Join Us?**
- Work in a fast-growing wealth management firm
- Learning opportunities in mutual fund operations
- Supportive team environment
**Job Types**: Full-time, Permanent
Pay: ₹12,000.00 - ₹14,000.00 per month
**Benefits**:
- Health insurance
- Life insurance
Schedule:
- Day shift
Work Location: In person
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