Mutual Fund Operations Executive

4 years

1 - 0 Lacs

Posted:1 day ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are hiring a Mutual Fund Operations Executive to handle day-to-day backend operations, BSE Star MF transactions, client onboarding, and after-sales servicing. The role requires experience in mutual fund operations and strong coordination skills.

Key Responsibilities

  • Process MF transactions on BSE Star MF (Purchase, Redemption, SIP, Switch)
  • Register and track SIP mandates (eNACH / XSIP)
  • Handle client onboarding: KYC, FATCA, Nomination
  • Coordinate with RTAs (CAMS/KFin) for updates & issue resolution
  • Provide after-sales support and respond to client service requests
  • Prepare reports, statements, and maintain CRM records
  • Support sales team in documentation & client coordination

Requirements

  • 1–4 years of experience in Mutual Fund Operations
  • Mandatory knowledge of BSE Star MF
  • Good communication (Hindi + English)
  • Basic Excel & documentation skills
  • Attention to detail & strong follow-up ability

Preferred:

  • NISM V-A certified (optional)

Job Types: Full-time, Permanent

Pay: ₹10,549.97 - ₹25,000.00 per month

Work Location: In person

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