Administrative Specialist

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:

Joining:

Competitive salary:

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