2 years
1 - 2 Lacs
Posted:6 hours ago|
Platform:
On-site
Full Time
We are seeking a detail-oriented Mutual Fund Back Office Executive with a minimum of 2 years of experience in MF operations.
Key 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.
Requirements:
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.
Job Type: Full-time
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
Education:
Language:
Location:
Work Location: In person
CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT
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