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0.0 - 1.0 years
2 - 3 Lacs
mumbai suburban
Work from Office
Job Description Operations Executive (Mutual Fund Operations / Investment Support) Location: Gurugram, Sector 49, Sohna Road Experience: 02 years in Mutual Fund / RTA Operations preferred About the Role Our Operations team ensures that every clients investment journey is smooth, accurate, and timely. As an Operations Executive, you will play a critical role in supporting Relationship Managers and handling backend processes for client investments. This role is strictly for candidates with prior exposure to Mutual Fund Operations / RTA Operations (CAMS, KFintech, Karvy, etc.). Please apply only if you meet this requirement. Key Responsibilities 1. Transaction Processing Timely and accurate pro...
Posted 2 weeks ago
1.0 - 6.0 years
2 - 4 Lacs
pune
Work from Office
Greetings from KVC CONSULTANTS LTD. HIRING FOR LEADING ITES MNC - DAY SHIFT SEMI VOICE ROLE -- PUNE - VIMAN NAGAR Job Description: NOTE:- NEED GOOD ENGLISH COMMUNICATION, NEED IMMEDIATE JOINERS GRADUATES/UNDERGRADUATES WITH MINIMUM 1 YEAR OF BPO EXP SALARY UPTO RS 4.5 LPA 5 DAYS WORKING /// 2 WEEK OFFS. ONE WAY CAB AVAILABLE +TA +PF /ROTATIONAL SHIFTS ROLES AND RESPONSIBILITIES Customer Interaction : Engage with customers over chat and voice to provide support, answer queries, and resolve issues in a professional and courteous manner. Address customer concerns and provide relevant solutions, ensuring satisfaction. Issue Resolution : Identify customer problems or concerns and offer timely and...
Posted 3 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a Mutual Fund Transaction Processor, your role will involve the following responsibilities: - Processing mutual fund transactions accurately and efficiently, including subscriptions, redemptions, switches, and systematic transactions. - Monitoring the daily reconciliation of transactions and promptly resolving any discrepancies. Key qualifications required for this role include: - Proficiency in using mutual fund software and platforms such as CAMS, Karvy, and AMC portals. - Ability to handle client queries and provide timely and accurate responses regarding mutual fund investments. - Coordination with fund houses, registrars, and other stakeholders to resolve operational issues and ensur...
Posted 1 month ago
0.0 - 1.0 years
2 - 3 Lacs
gurugram
Work from Office
Job Description Operations Executive (Mutual Fund Operations / Investment Support) Location: Gurugram, Sector 49, Sohna Road Experience: 02 years in Mutual Fund / RTA Operations preferred About the Role Our Operations team ensures that every clients investment journey is smooth, accurate, and timely. As an Operations Executive, you will play a critical role in supporting Relationship Managers and handling backend processes for client investments. This role is strictly for candidates with prior exposure to Mutual Fund Operations / RTA Operations (CAMS, KFintech, Karvy, etc.). Please apply only if you meet this requirement. Key Responsibilities 1. Transaction Processing Timely and accurate pro...
Posted 1 month ago
1.0 - 3.0 years
0 Lacs
Noida, Uttar Pradesh, India
On-site
Experience: 13 Years Industry: Mutual Funds, Insurance, PMS, AIF Employment Type: Full-Time About the Role: We are looking for a highly organized and detail-oriented Operations Executive with prior experience in handling back-office processes in mutual fund, shares, and insurance-related transactions. The ideal candidate should have hands-on experience in managing mutual fund operations, creating investor profiles on NSE/BSE platforms, and coordinating with third parties to ensure a seamless experience for clients. Key Responsibilities: Execute and manage mutual fund transactions purchase, redemption, SIP registrations, and switches. Handle investor onboarding on NSE NMF and BSE STAR MF plat...
Posted 2 months ago
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
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