Mutual Fund Executive

6 days ago


Surat, Gujarat, India Ckredence Wealth Management Full time ₹ 6,00,000 - ₹ 8,00,000 per year

Role & responsibilities

  • Process MF transactions purchase, redemption, SIP, STP, SWP, switches, etc.
  • Operate MF platforms like BSE Star MF / NSE NMF II.
  • Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.
  • Handle KYC, FATCA & compliance documentation.
  • Maintain accurate transaction records & client portfolios.
  • Prepare MIS reports, capital gains statements, and transaction summaries.
  • Ensure compliance with SEBI and regulatory norms.

Preferred candidate profile

  • Graduate in Commerce/Finance; NISM V-A preferred.
  • Strong knowledge of MF operations & platforms.
  • Proficient in MS Excel & documentation.
  • Excellent coordination and attention to detail.

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