Senior Executive

3 days ago

Mumbai Metropolitan Region, India EduFund Full time ₹ 40,000 - ₹ 80,000 per year

You will be part of the core Investment operations team, responsible for managing daily mutual fund operations activity and constantly contribute to the processes to achieve a seamless customer experience. The ideal candidate is expected to demonstrate strong critical thinking and prioritize time effectively according to the needs of the company.

Roles & Responsibilities

  • Onboarding new clients (KYC, account opening and order processing) and ensure responses to customer queries are as per the defined TAT
  • Coordinate end-to-end query resolution with multiple entities such as RTA, Payment Gateway Partners, AMCs, and customers.
  • Identify the issues/bugs in any processing application and get the same resolved with responsible teams
  • Mutual Fund AUM Reconciliation and other MIS
  • Continuously update knowledge on various product offering/process and regulatory changes and stay ahead of the curve for quick resolutions
  • Maintain positive, empathetic and professional attitude towards customers at all times

Preferences

  • 3+ years of expertise in mutual fund operations at a financial service or wealth management business is mandatory. Experience with a Fintech company will be a plus.
  • Prior process adherence and client handling experience is required.
  • NCFM /NISM certification in VA - Mutual Fund Distributors module will be an added advantage
  • Excellent interpersonal, verbal and written communication skills is a must
  • Must be a go-getter who can work efficiently with multiple teams and deliver before deadlines
  • Strong analytical ability and problem solving skills with good knowledge of MS-Office
  • Time management and prioritizing to meet the time sensitive deadlines.
  • Strong organizational skills, attention to detail, and ability to multi-task

Who We Are
EduFund
is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships Founded in 2020 by Eela Dubey (NYU 13') and Arindam Sengupta (Princeton 12'), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We're passionate, fun-loving, and love a good cup of chai while solving challenging problems

Skills: mutual funds,onboarding new customers,customer service,investment

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