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Operations Executive

3 weeks ago

Delhi Delhi, India Capital Max Full time

**Job Description for Operations Executive**:
Job Description: Executive Back office Operations - Mutual Fund Distribution

**Position Overview**:
We are currently seeking an experienced Operations Executive to join our team. The Operations Executive will play a critical role in our organization by supporting the Operations manager in daily operations, including Customer account creation, customer KYC, online investment for customer, customer coordination, keeping track of investments, Brokerage reconciliation, coordination with AMCs and various reporting.

Proficiency in Excel and communication is essential for this role.

**Responsibilities**:

- Operational Support: Customer account creation, customer KYC, online investment for customer, customer coordination.
- Documentation and Compliance: Customer KYC and other documentation, keep a record of all customer documentation. Periodic compliances with AMFI and AMCs.
- Reporting: Utilizing excel skills to prepare various reports for customer as well as internal use purpose. Ensure accuracy and timeliness in reporting to facilitate informed decision-making.

**Qualifications**:
**Education**: Graduation degree or higher

**Prior Experience**: 2 -5 years in the field of Mutual Fund back office operations

**Salary**: INR 15,000 - 22,000 (can vary in accordance with the skillset)

Schedule:

- Day shift

**Experience**:

- Operations: 2 years (required)

Work Location: In person