Operation Executive
10 hours ago
As an Operations Executive, you will support the seamless execution
- Process new investments, SIP registrations, redemptions, switches, and portfolio transfers via platforms
- Track and follow up on pending KYC
- Maintain updated client portfolio records, generate CAS statements and share periodic investment reports with clients/advisors.
- Coordinate with AMCs/R&T Agents for any transaction discrepancies, rejection resolutions, or document requirements.
Job Types: Full-time, Permanent, Internship
Pay: ₹10, ₹15,000.00 per month
Work Location: In person
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