Mutual Fund Operations Executive – Fresher

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About OngoleBulls Invest Pvt Ltd:

OngoleBulls is a fast-growing financial services company offering wealth management, mutual fund distribution. We are committed to building investor trust with transparent advisory, digital-first processes, and client-centric service.

Role Overview:

As a Mutual Fund Operations Executive, you will be responsible for supporting day-to-day back-office tasks related to mutual fund transactions, client onboarding, data processing, and compliance. This is an entry-level role suitable for freshers who are enthusiastic about financial markets and operations.

Key Responsibilities:

• Assist in processing mutual fund purchase, redemption, and SIP/STP/SWP transactions through BSE STAR MF/NSE NMF platforms.
• Help with client KYC verification, onboarding, and folio mapping.
• Maintain and update client investment records and transaction logs.
• Support reconciliation of fund transactions and bank/payment settlements.
• Coordinate with RTA (Registrar & Transfer Agents) and AMCs for query resolutions.
• Assist in preparing MIS reports, dashboards, and transaction summaries.
• Ensure timely documentation, compliance adherence, and error-free execution.
• Provide backend support to the Sales and Relationship Management team.
• Participate in product training and industry certifications (NISM modules encouraged).

Qualifications:

• Bachelor’s Degree in Commerce, Finance, Management, or related fields.
• Fresher or up to 1 year of internship/experience in finance or operations.
• Basic knowledge of mutual funds, financial markets, and MS Excel.
• Good communication skills and attention to detail.
• Willingness to pursue AMFI/NISM certifications (if not already done).

Preferred Skills:

• Familiarity with mutual fund platforms like BSE STAR MF, NSE NMF, or MF Utility (added advantage).
• Basic knowledge of SEBI and AMFI regulations.
• Time management and multitasking ability.

Career Path:

This role is a stepping stone to becoming a Senior Operations Executive, KYC/Compliance Analyst, or Mutual Fund Advisory Assistant within OngoleBulls.

Compensation:

₹15,000 – ₹20,000 per month (CTC) + performance incentives + NISM certification support.

To Apply:

hr@ongolebullsinvest.com

with subject line: Application – Mutual Fund Operations Executive (Fresher)