Operations Executive

7 days ago

DN Nagar Mumbai Maharashtra, India Alphabet Investment Full time

**About Alphabet Investment**

Alphabet Investment is a wealth management firm dedicated to providing clients with comprehensive investment solutions across Mutual Funds, PMS, and International Funds. We pride ourselves on integrity, precision, and personalized client service. Our team works collaboratively to deliver efficient, compliant, and seamless investment experiences for our clients.

**Job Summary**

**Key Responsibilities**
- Handle **end-to-end client onboarding**, including KYC and documentation.
- Execute and track **mutual fund transactions** such as purchases, redemptions, switches, and SIP setups.
- Liaise with **fund houses, RTAs, custodians, and PMS partners** to ensure timely and accurate processing.
- Maintain detailed **records, MIS reports, and reconciliation statements**.
- Ensure compliance with **SEBI, AMFI, and internal operational policies**.
- Support onboarding and execution for **international fund investments** where applicable.

**Required Skills and Competencies**
- Strong **attention to detail** and commitment to accuracy.
- Excellent **time management** and organizational skills.
- Proficiency in **Excel, Word, and Outlook**.
- Ability to work independently and in a team environment.
- Reliable, ethical, and capable of handling confidential information.

**Qualifications and Experience**
- Bachelor’s or Master’s degree in **Commerce, Finance, or related field**.
- **1-3 years of experience** in Mutual Fund / PMS operations. _**(preferred)**_
- Exposure to **international fund onboarding** processes is a plus.

**What We Offer**
- A collaborative and professional work culture.
- Exposure to both domestic and international investment operations.
- Opportunities for professional growth and learning.
- Competitive compensation aligned with experience.

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

Pay: ₹150,000.00 - ₹300,000.00 per year

**Benefits**:

- Paid time off

Application Question(s):

- Have you worked in operations in the investment industry?

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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