0.0 years

0 Lacs

pune, maharashtra, india

On-site

Responsibilities Process mutual fund transactions (purchases, redemptions, switches, SIP registrations, etc. ) using platforms such as NSE NMF, BSE Star MF, or other mutual fund platforms. Handle account opening and KYC documentation for new clients (NRI and Resident). Coordinate with AMCs and Registrar & Transfer Agents (RTAs) for transaction processing and issue resolution. Maintain and update client portfolios and ensure timely reporting. Track and reconcile mutual fund transactions and commissions. Manage periodic MIS, reporting, and documentation as per regulatory requirements. Assist in responding to client queries and ensure smooth post-sales service. Monitor SIP renewals, alerts, and...

Posted 1 week ago

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Operations Manager The Premier Consultants ( Recruitment Company )

0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Currently we are hiring Operation Manager for Broking industry. Role: Operations Manager Mutual Fund Operations Location: Mumbai Mode: Work From Office (WFO) Industry Preferred - Broking Industry Job Summary An experienced and detail-oriented professional is sought to manage and optimize mutual fund operations. The ideal candidate will oversee end-to-end transaction processing, reconciliations, brokerage management, stakeholder coordination, and compliance. The role also involves identifying opportunities for process automation and driving operational improvements across functions. Key Responsibilities 1. Mutual Fund Operations & Transaction Management Oversee daily processing of mutual fund...

Posted 1 month ago

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Service Manager Mutual Fund Operations mNivesh

3.0 - 24.0 years

0 Lacs

delhi

On-site

You are looking for a Service ManagerOperations (Mutual Fund) to oversee end-to-end mutual fund operations, including transaction processing, reconciliation, compliance, and client servicing. Your role involves managing daily operations such as purchase, redemption, switch, and SIP transactions, overseeing transaction processing through various platforms, reconciling transactions and client holdings with RTAs, ensuring compliance with SEBI and AMFI regulations, and preparing MIS reports for senior management. You must possess strong knowledge of mutual fund products, operational workflows, RTA systems, and regulatory guidelines. Your proficiency in MS Excel, reporting tools, communication, p...

Posted 2 months ago

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Operations Executive – Mutual Funds & Investment Services FINVESTMENTS

1.0 - 3.0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

Experience: 13 Years Industry: Mutual Funds, Insurance, PMS, AIF Employment Type: Full-Time About the Role: We are looking for a highly organized and detail-oriented Operations Executive with prior experience in handling back-office processes in mutual fund, shares, and insurance-related transactions. The ideal candidate should have hands-on experience in managing mutual fund operations, creating investor profiles on NSE/BSE platforms, and coordinating with third parties to ensure a seamless experience for clients. Key Responsibilities: Execute and manage mutual fund transactions purchase, redemption, SIP registrations, and switches. Handle investor onboarding on NSE NMF and BSE STAR MF plat...

Posted 2 months ago

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Registered Investment Advisor - Operations Crest Capital Management

1.0 - 2.0 years

3 - 4 Lacs

Bengaluru

Work from Office

Manage end-to-end client onboarding incl. docs & platform coordination Track investments, model portfolio execution & rebalancing Operate on BSE/NSE/MF Central/custodians Reconcile reports & invoices Support compliance, SEBI reporting & audits

Posted 2 months ago

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Senior Executive - Operations Plan Ahead Wealth Advisors

4.0 - 6.0 years

4 - 8 Lacs

Mumbai Suburban

Work from Office

Hi Folks, Greetings!! We are looking for talented and experienced opeartions candidates willing to grab a amazing career opportunity at Plan Ahead, a leading and award winning wealth advisory company in the industry. Location: Andheri West, Mumbai Experience : Minimum 4 years or relevant experience + NISM VA certification Job description: Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis, Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication ...

Posted 3 months ago

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