We are looking for a detail-oriented Mutual Fund Operations Executive to join our team at Leadlife Consultancy, a 21-year-old trusted name in insurance and investments. Responsibilities Process and verify mutual fund transactions (purchases, redemptions, switches, SIPs). Coordinate with AMCs, clients, and internal teams to ensure smooth execution. Maintain accurate records and generate reports. Ensure compliance with regulatory and company standards. Requirements Graduate (Finance/Commerce preferred). Strong with numbers, accuracy, and attention to detail. Prior experience in mutual funds/finance operations is an added advantage. This job was posted by Atharva Naik from Leadlife Consultancy.
As a Mutual Fund Operations Executive at Leadlife Consultancy, a trusted name in insurance and investments with 21 years of experience, your role will involve the following responsibilities: - Process and verify various mutual fund transactions including purchases, redemptions, switches, and SIPs. - Coordinate effectively with Asset Management Companies (AMCs), clients, and internal teams to ensure seamless execution of transactions. - Maintain accurate records of transactions and generate necessary reports for analysis. - Ensure strict compliance with regulatory requirements and company standards to uphold integrity and trust. To excel in this role, you are required to meet the following qualifications: - Graduation in Finance or Commerce is preferred. - Proficiency in handling numbers with a high level of accuracy and attention to detail. - Previous experience in mutual funds or finance operations will be advantageous. Join us at Leadlife Consultancy and be a part of a dynamic team dedicated to providing exceptional services in the realm of insurance and investments.,