Mutual Fund (Operations)

As a candidate for the position at Powai location, you should have the following skills and competencies: **Role Overview:** You will be responsible for various tasks related to mutual fund operations and client servicing. Your role will involve using MS Excel for data analysis, handling client requests, and ensuring compliance with regulatory requirements. **Key Responsibilities:** - **MS Excel Proficiency:** Utilize advanced Excel functions such as VLOOKUP, HLOOKUP, IF, SUMIF, Pivot Tables, and conditional formatting for data analysis. - **Mutual Fund Basics:** Demonstrate an understanding of fund types, NAV, SIP/STP/SWP, and industry terms. - **RTA Portal Experience:** Familiarize yourself with CAMS, KFintech, and AMC portals for transaction processing. - **Multitasking Ability:** Handle multiple client requests and operational tasks simultaneously. - **Communication Skills:** Maintain professional verbal and written communication with clients and AMC representatives. - **Attention to Detail:** Ensure accuracy in data entry, paperwork, and compliance documentation. - **Time Management:** Prioritize tasks effectively and meet deadlines. - **Problem-Solving Skills:** Resolve client queries and operational issues efficiently. - **Compliance Awareness:** Have a basic knowledge of SEBI/AMFI regulations and adhere to processes. - **Confidentiality:** Handle sensitive financial data with integrity. - **Adaptability:** Willingness to learn new tools/processes and stay updated with regulatory changes. - **Team Collaboration:** Work closely with internal teams for smooth client servicing. **Qualifications Required:** - Proficiency in MS Excel with knowledge of advanced functions. - Understanding of mutual fund basics and industry terms. - Experience with RTA portals like CAMS, KFintech, and AMC portals. - Strong communication and multitasking skills. - Attention to detail and time management abilities. - Problem-solving skills and compliance awareness. - Ability to maintain confidentiality and adapt to changes. - Team collaboration and willingness to learn. If there are any additional details about the company in the job description, please provide them.,