Jr & Senior Operations Executive

Sanriya Finvest Pvt.ltd.

1 - 5 years

3 - 7 Lacs

pune

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Skills Required

database maintenance data management report generation administration documentation investment client servicing ria office administration distribution excel operations portfolio writing mutual funds ms office word reporting servicing

Work Mode

Work from Office

Job Type

Full Time

Job Description

Desired Candidate Profile

Candidates having 1-5 years of work experience with Mutual Distributor / RIA Operations / related to financial industry will be given preference.

Graduate (50%+marks), B.Com Preferred, NISM V-A certifications would be an added advantage.

Opportunity for Pune-based candidates only.

Good command over written spoken English is essential.

Knowledge with MS Office Word / Excel operations.

Handling Mutual Funds transactions on online platforms is a plus (NSENMF, BSEStarMF, MFU, etc).

Roles and Responsibilities

Managing the Mutual Fund Distributors back-office activities, including handling documents for investment products such as mutual funds and other financial products

Data management for the portfolio, as well as daily database maintenance.

Client servicing and implementation requests are managed according to agreed-upon TATs.

Client servicing data and software management and upkeep.

Managing daily back-office operations in accordance with established systems and procedures.

Coordinating with team members for documentation and client servicing management.

Sending emails well-drafted in English within the strict turnaround times.

Reporting Sending of portfolio reports/tax reports / any other reports report generation and sending and General office administration

To ensure investment plan execution with 100% accuracy and zero error.

Managing and Maintaining integrity of the database, data back-ups.

More Jobs at Sanriya Finvest Pvt.ltd.

Jr & Senior Operations Executive

pune

1.0 - 5.0 yrs

INR 3 - 7 Lacs

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