NRI Operations Specialist - Mutual Funds SBNRI

2.0 - 6.0 years

0 Lacs

haryana

On-site

As a part of SBNRI, you will be handling the Mutual Funds KYC division and overseeing its end-to-end operations. Your responsibilities will include: - Coordinating with intermediary platforms like BSE Star, Redvision, etc. - Liaising with sub-distributors and customers for approvals, onboarding, KYC, etc. - Generating various reports as per internal processes and for client information purposes. - Uploading applications for new entities in DBMS software. - Providing administrative support for daily data entry using MS Excel. - Addressing and resolving customer queries (both new and existing) related to their KYC and investments. - Compiling monthly reports of all data and submitting them to ...

Posted 1 week ago

AI Match Score

Apply

Sr Executive-Mutual Fund Operations-Paytm Money Paytm

2.0 - 4.0 years

5 - 8 Lacs

bengaluru

Work from Office

About Us: Paytm Money Limited is a SEBI registered Stockbroker and Depository Participant that offers services related to Equity & Derivatives trading, Depository services, investment in IPOs. Our simplified user experience allows you to start your investment journey with zero paperwork, seamless digital KYC, automated payments, updated portfolio and powerful insights to make well informed investment decisions. Paytm Money is also registered with PFRDA as Point Of Presence, offering investment in Nation Pension System (NPS). About the team : Mutual Fund Operation Deals with all MF Ops activity in co-ordination with Product, Tech, AMC, RTA, Exchange & CS Agents. About the role: Team Lead / Sr...

Posted 1 month ago

AI Match Score

Apply

Financial Services Operations Specialist V Financial Services

1.0 - 3.0 years

2 - 4 Lacs

navi mumbai

Work from Office

Responsibilities: * Manage financial services operations on BSE STAR& MF Utility platform * Execute equity market transactions & handle client queries * Oversee mutual fund ops, CRM & investment execution processes Coordinating with CAMs & Kfintech

Posted 1 month ago

AI Match Score

Apply

Senior Executive - Operations Plan Ahead Wealth Advisors

4.0 - 6.0 years

4 - 8 Lacs

Mumbai Suburban

Work from Office

Hi Folks, Greetings!! We are looking for talented and experienced opeartions candidates willing to grab a amazing career opportunity at Plan Ahead, a leading and award winning wealth advisory company in the industry. Location: Andheri West, Mumbai Experience : Minimum 4 years or relevant experience + NISM VA certification Job description: Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis, Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication ...

Posted 3 months ago

AI Match Score

Apply

Mutual Fund Operations Ventura Securities

2.0 - 7.0 years

2 - 4 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

Work from Office

Experience & Qualification: Years of work experience required : more then 2 years. Qualification : Graduate Job Location - Thane Role of Responsibilities: Manage end-to-end mutual fund transaction son BSE STAR MF platform. Place financial and non-financial transaction order CAMS, KFintech, and respective AMC websites. Monitor and track mutual fund transactions for discrepancies or issues. Coordinating with AMCs for resolving business-related queries and issues. Respond to queries from Investors, Branches, RMs, Sub-Brokers , and Clients via email and phone. Importing transactions (RTA Feeds) into ACEMF BackOffice System(Accord). Verifying and filing offline mutual fund forms(Financial/Non-Fin...

Posted 3 months ago

AI Match Score

Apply

Mutual Fund Operations Ventura Securities

2.0 - 7.0 years

2 - 4 Lacs

thane, navi mumbai, mumbai (all areas)

Work from Office

Posted Date not available

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.