6 Kfintech Jobs

As a Mutual Fund Executive, your primary responsibility will be to efficiently manage mutual fund operations and provide valuable assistance to clients in their investment decisions. You will be required to handle various tasks such as processing mutual fund applications, updating KYC details, and addressing client queries through different communication channels. Your role will involve managing mutual fund requests like Switch, SIP, Redemption, STP, SWP, and ensuring timely processing of transactions through platforms like NSE, BSE, MINT, CAMS, KFINTECH, and MFU. It will be essential to offer exceptional customer service by promptly responding to client inquiries via email, letters, or in-person interactions. To excel in this role, you must possess strong communication skills and a good understanding of capital market concepts and regulatory frameworks. Proficiency in MS Office tools, especially Excel, is crucial for maintaining accurate records and reports. Additionally, you will be responsible for acquiring new client relationships and retaining existing ones by delivering top-notch service standards. Key Responsibilities: - Proficiently operate mutual fund panels and assist clients in investment planning - Handle mutual fund application processes and resolve client queries through calls or emails - Update KYC details and assist clients with mutual fund-related inquiries - Process various mutual fund transactions and ensure timely processing - Provide excellent client services and maintain strong communication with clients - Acquire and manage client relationships by delivering high-quality service - Study fund histories and offer insights and recommendations to clients Requirements: - Strong communication skills - Proficiency in MS Office, especially Excel - Ability to resolve mutual fund queries through multiple communication channels - Experience in mutual fund processing and client service This is a full-time, onsite position with workdays from Monday to Saturday. The job location is in person, and you will be working in day shifts. The benefits include Provident Fund, and the ideal candidate should have at least 1 year of work experience in a similar role. If you have any further inquiries or wish to apply for the position, please feel free to contact us at agrawalcorporatehr@gmail.com or +91 9598152304.,

You are looking for a Service ManagerOperations (Mutual Fund) to oversee end-to-end mutual fund operations, including transaction processing, reconciliation, compliance, and client servicing. Your role involves managing daily operations such as purchase, redemption, switch, and SIP transactions, overseeing transaction processing through various platforms, reconciling transactions and client holdings with RTAs, ensuring compliance with SEBI and AMFI regulations, and preparing MIS reports for senior management. You must possess strong knowledge of mutual fund products, operational workflows, RTA systems, and regulatory guidelines. Your proficiency in MS Excel, reporting tools, communication, problem-solving, and analytical skills will be key in this role. A graduate in Finance, Commerce, or related field with 3+ years of experience in mutual fund operations is required, along with the ability to lead small to mid-sized teams. Previous experience in a mutual fund distribution firm, registrar, or AMC is preferred. If you meet these qualifications and have the necessary skills, please email your updated resume to vipul@niveshonline.com with the subject line Application Service Manager Mutual Fund Operations.,

Role & responsibilities Coordinate with RTA (Registrar and Transfer Agents) like CAMS, KFintech for transaction-related queries. Co-ordination with AMCs, BSE Star MF for investment operations & investor on-boarding Co-ordinating with System Vendor for enhancements, bug fixes, or new regulatory requirements (e.g., FATCA, CKYC) & any system related issues Upload and reconcile bulk transactions via exchange platforms -BSE Star MF. Maintain & Update System Masters Activation/Deactivation of User access Assist relationship managers and sales teams in resolving client queries. Maintain accurate client data and transaction records in back-office systems. Reconciliation of AUM with AMC for their portfolio updation at regular basis. Maintaining & updating of AMC Brokerage Rate card in system Reconciliation of brokerage feeds received from RTA for all AMCs with the basis the rate card Daily reconciliation of trades, NAVs, and units. Generate and verify reports for client holdings, commissions, and compliance. Ensure KYC compliance as per SEBI guidelines. Maintain audit-ready documentation for all transactions. Update and manage mutual fund operations in back-office systems. Suggest improvements in process efficiency and automation. Work in close coordination with MF Product team Preferred candidate profile Minimum Graduate with 2- 5 years of experience in mutual fund operations or financial services backend. Knowledge of MF industry. Familiarity with RTA platforms (CAMS/KFintech) and transaction portals (BSE Star MF). Strong MS Excel and data management skills.

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-Financial). Track change of broker transactions and maintain related MIS reports . Co-ordination with the software developer and supporters of Mutual fund System for system- related issues or developments. Preparing and maintaining MIS and activity reports like: Monthly new registered SIPs Collection reports Stopped SIPs Daily Transactions

Experience : Minimum 2 years of Mutual Funds Operations experience in AMC(Mutual Funds Company) All the operational activities of the branch. Qualification : Graduation / MBA Certificate : NISM 5A Certified Ctc : Upto 5 Lacs Location : Begusarai

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-Financial). Track change of broker transactions and maintain related MIS reports . Co-ordination with the software developer and supporters of Mutual fund System for system- related issues or developments. Preparing and maintaining MIS and activity reports like: Monthly new registered SIPs Collection reports Stopped SIPs Daily Transactions