Posted:2 days ago|
Platform:
On-site
Full Time
• Process MF transactions, purchase, redemption etc.
• Coordinate with AMCs, registrars, & internal teams for the timely execution of client requests
• Perform reconciliation & reporting of MF holdings & transactions
• Maintain client records & compliance
• Experience in mutual fund operations
. BSE Star MF & Investwell Software is a must
• Strong working knowledge of Microsoft Excel (VLOOKUP, Pivot Tables, basic formulas).
• Generate MIS reports using Microsoft Excel and analyze operational data
Account / Relationship Management - Voice / Blended
Financial Services (Broking)
Customer Success, Service & Operations
Full Time, Permanent
Voice / Blended
B.Com in Any Specialization
Operations Mutual Fund Operations
PD Wealth
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