Operation Executive
24 hours ago
**Position Overview**
We are seeking a detail-oriented Operations Team Member to join our operations department. This role is crucial in ensuring smooth execution of investment transactions and maintaining high service standards for our company
**Reporting To** Operations Manager
**Key Responsibilities**
- Account Management
- Process new account openings and documentation
- Conduct thorough Know Your Customer (KYC) verification and updates
- Maintain accurate client records and ensure compliance with regulatory requirements
- Transaction Processing
- Execute and monitor investment transactions across multiple products
- Process all kinds of orders like purchase, redemption, and switch orders for mutual funds
- Handle fixed deposit bookings and bond transactions
- Ensure accurate and timely settlement of transactions
- Experience with Platforms like BSE Star MF, Camsonline, Kfintech Distributor Portal etc
- Tieup Coordination
- Coordinate with Mutual Fund Companies (AMCs), CAMS and Kfintech (RTAs), and BSE
- Coordinate with internal teams for smooth operation flow
- Maintain professional relationships with all Associate Companies and Tie Ups
- Client Service
- Address client queries and provide timely resolutions
- Assist clients with transaction-related information
- Provide regular updates on processing status
- Ensure high standards of client service delivery
- Reporting & Documentation
- Generate and maintain various operational reports
- Ensure proper documentation of all processes and transactions
- Maintain systematic records for audit
**Required Qualifications**
- Bachelor's degree in Commerce, Finance, or related field
- 2-3 years of experience in financial services operations (preferred)
- Knowledge of mutual funds, PMS, fixed deposits, and bonds
- Understanding of KYC norms and financial regulations
- Proficiency in MS Office, particularly
**Required Skills**:
- Strong attention to detail and accuracy
- Excellent organisational and time management skills
- Good communication skills (written and verbal)
- Ability to work under pressure and meet deadlines
- Problem-solving attitude
- Team player with the ability to work independently
**What We Offer**
- Competitive salary package
- Professional growth opportunities
- Dynamic work environment
- Performance-based incentives
Pay: ₹10,319.03 - ₹30,000.00 per month
**Benefits**:
- Paid time off
**Experience**:
- Financial services: 2 years (preferred)
Work Location: In person
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