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

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