About AA Finserv We are a fast-growing mutual fund distributor focused on helping clients build wealth through SIPs, workshops, and personalised advice. With ₹250 Cr+ AUM and 400+ happy clients, we are expanding in Noida. This role is key to our smooth operations – if you love numbers, portals, and making clients happy, this is for you! Key Responsibilities Handle day-to-day client servicing: Answer queries, update details, and ensure smooth interactions Process transactions: Execute purchases, switches, and SIP/STP setups across all AMCs Know all SPOCs (Single Point of Contact) for major AMCs (HDFC, ICICI Pru, SBI, Kotak, Axis, etc.) – build relationships for quick resolutions Send payment links to customers for investments (via Groww/Zerodha/AMC portals) Have full knowledge of all portals: CAMS, KFintech, Groww, Zerodha Coin, MF Central, BSE Star, NSE MFSS, etc. Manage redemption requests: Process, track, and ensure timely credits to client accounts Onboard new customers: Complete KYC, create folios, and link bank accounts Maintain records: Update CRM, generate reports, and ensure 100 % compliance What We Need in You 1–3 years of experience in admin/operations (prior experience in Mutual fund/broking will be a big plus) Good communication skills (English + Hindi) – polite, clear, and quick on phone/email Detail-oriented, organised, and comfortable with Excel/CRM tools Well-versed with Excel & Microsoft Word Lives in/near Noida West – reliable and punctual Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Work Location: In person
About AA Finserv We are a fast-growing mutual fund distributor focused on helping clients build wealth through SIPs, workshops, and personalised advice. With ₹250 Cr+ AUM and 400+ happy clients, we are expanding in Noida. This role is key to our smooth operations – if you love numbers, portals, and making clients happy, this is for you! Key Responsibilities Handle day-to-day client servicing: Answer queries, update details, and ensure smooth interactions Process transactions: Execute purchases, switches, and SIP/STP setups across all AMCs Know all SPOCs (Single Point of Contact) for major AMCs (HDFC, ICICI Pru, SBI, Kotak, Axis, etc.) – build relationships for quick resolutions Send payment links to customers for investments (via Groww/Zerodha/AMC portals) Have full knowledge of all portals: CAMS, KFintech, Groww, Zerodha Coin, MF Central, BSE Star, NSE MFSS, etc. Manage redemption requests: Process, track, and ensure timely credits to client accounts Onboard new customers: Complete KYC, create folios, and link bank accounts Maintain records: Update CRM, generate reports, and ensure 100 % compliance What We Need in You 1–3 years of experience in admin/operations (prior experience in Mutual fund/broking will be a big plus) Good communication skills (English + Hindi) – polite, clear, and quick on phone/email Detail-oriented, organised, and comfortable with Excel/CRM tools Well-versed with Excel & Microsoft Word Lives in/near Noida West – reliable and punctual Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Work Location: In person
Company Description We are a fast-growing mutual fund distributor focused on helping clients build wealth through SIPs, workshops, and personalised advice. With an AUM of over ₹250 Cr and 400+ clients, we are expanding in Noida. Timing: 10:00 AM to 6:00 PM (Monday–Saturday) Joining: Immediate Competitive salary: ₹15,000–₹20,000 CTC Role Description This is a full-time, on-site role for an Administrative Specialist located in Noida. The Administrative Specialist will manage daily administrative tasks, provide customer service support, assist with financial documentation, and ensure effective communication across teams. Key Responsibilities Process transactions: Execute purchases, switches, and SIP/STP setups across all AMCs Know all SPOCs (Single Point of Contact) for major AMCs (HDFC, ICICI Pru, SBI, Kotak, Axis, etc.) – build relationships for quick resolutions Send payment links to customers for investments (via Groww/Zerodha/AMC portals) Have full knowledge of all portals: CAMS, KFintech, MF Utilities, etc. Qualifications 1–3 years of experience in admin/operations (prior experience in Mutual fund/broking will be a big plus) Good communication skills (English + Hindi) – polite, clear, and quick on phone/email Detail-oriented, organised, and comfortable with Excel/CRM tools Lives in/near Noida West – reliable and punctual