Mutual Fund Assistant

4 days ago

Kolkata West Bengal, India SLK Investment Services Pvt Ltd Full time

**Key Responsibilities**:

- **Client Operations Management**: Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance.
- **Issue Resolution**: Identify, diagnose, and resolve client-facing operational and technical issues related to their mutual fund portfolios and documentation.
- **Administrative Oversight**: Maintain meticulous records of all client data, transactions, and correspondence, adhering to strict data security and privacy protocols.
- **Inter-departmental Coordination**: Collaborate with internal teams and external fund houses to streamline processes and resolve any operational bottlenecks.

**Qualifications**:

- **Essential**: A minimum of 0-2 years of experience in a back-office, operations, or client service role within the financial services industry.
- **Skills**: Exceptional verbal and written communication abilities, with a proven track record of handling client interactions effectively.
- **Technical Proficiency**: Advanced problem-solving and analytical skills, with a high degree of comfort in using various software platforms and online tools.
- **Attributes**: Demonstrated attention to detail, a proactive mindset, and a commitment to maintaining the highest standards of professional conduct.

Pay: ₹10,295.64 - ₹18,000.00 per month

**Benefits**:

- Flexible schedule
- Internet reimbursement

**Education**:

- Bachelor's (required)

**Language**:

- Hindi,English,Bengali (required)

Work Location: In person

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