Operations Executive

1 week ago


Wakad Pune Maharashtra, India Primewealth Full time

**Key Responsibilities**
- Process mutual fund transactions (purchases, redemptions, switches, SIP registrations, etc.) using platforms such as NSE NMF, BSE Star MF, or other mutual fund platforms.
- Handle account opening and KYC documentation for new clients (NRI and Resident).
- Coordinate with AMCs and Registrar & Transfer Agents (RTAs) for transaction processing and issue resolution.
- Maintain and update client portfolios and ensure timely reporting.
- Track and reconcile mutual fund transactions and commissions.
- Manage periodic MIS, reporting, and documentation as per regulatory requirements.
- Assist in responding to client queries and ensure smooth post-sales service.
- Monitor SIP renewals, alerts, and follow-ups.
- Stay updated on mutual fund industry operations, regulatory norms, and compliance.

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Leave encashment
- Paid sick time

Schedule:

- Morning shift

Supplemental Pay:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Wakad, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Language**:

- English (required)

**Location**:

- Wakad, Pune, Maharashtra (required)

Work Location: In person

Application Deadline: 24/04/2025
Expected Start Date: 01/07/2025


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