Mutual Fund Backend Operations Associate

• Handle daily back-office operations related to mutual funds, including PMS and equity broking.
• Manage client portfolios with a strong understanding of mutual funds, PMS, and insurance products.
• Execute investment orders, handle policy issuance, renewals, and claims.
• Maintain accurate records and ensure compliance with regulatory standards.
• Prepare and manage client and internal reports using Microsoft Excel.

• Skills Required
• Strong understanding of mutual funds, PMS, and financial markets.
• Proficiency in financial software and regulatory compliance.
• Excellent communication and interpersonal abilities.

Job Types: Full-time, Permanent

Pay: Up to ₹30,000.00 per month

Benefits:

• Cell phone reimbursement
• Internet reimbursement
• Paid sick time
• Work from home

Ability to commute/relocate:

• Preet Vihar, Delhi, Delhi: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Mutual Fund: 1 year (Preferred)

Work Location: In person