Posted:2 weeks ago|
Platform:
On-site
Full Time
Responsible for assisting Relationship Managers (RMs) in mutual fund client onboarding and backend processing.
Assist RMs in completing mutual fund onboarding (KYC, forms, documents, mandates).
Verify client documents and ensure all forms are accurately filled and submitted.
Process SIP/Lumpsum/STP/SWP requests on AMC/NSE/BSE portals.
Track SIP status (started/rejected/failed) and update RMs accordingly.
Maintain basic MIS of new registrations, SIP book, and daily transactions.
Generate client statements (SOA, CAS, Capital Gain, SIP summary) as requested.
Coordinate with AMCs/RTAs for any discrepancy or rejection resolution.
Support RMs with all backend tasks related to mutual fund investments.
Skills Required
Basic understanding of mutual funds (SIP, NAV, returns).
Good documentation and data entry accuracy.
Working knowledge of Excel and email.
RAJAT INTERMEDIARY PRIVATE LIMITED
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