Posted:1 month ago| Platform:
Work from Office
Full Time
Onboarding new clients on relevant platforms, including the NSE and HF portals. Handling MF operations by following systems and processes. Handling documentation for overall compliances, and KYC Complete Back office functions including updating and maintaining the reporting software Investwell, Salesforce and Client Portal Coordinating with Mutual funds and other platform providers such as Mutual Fund Utility (MFU) and NSE MF etc. Reconciliation of investor s investment and other back-office functions like MIS, nonfinancial transactions, capital gain statements, adhoc MIS reports, and periodic MIS reports.
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