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Posted:2 months ago| Platform: SimplyHired logo

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Skills Required

Microsoft Excel Customer service Administrative experience Bachelor's degree Organizational skills Typing In-person Phone etiquette Office experience

Work Mode

On-site

Job Type

Full Time

Job Description

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 - ₹22,000.00 per month Benefits: Health insurance Leave encashment Life insurance Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Yearly bonus Education: Bachelor's (Required) Experience: Operation Executive: 2 years (Required) Location: Vesu, Surat, Gujarat (Preferred) Work Location: In person

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