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Operations Executive

1 - 4 years

1 - 3 Lacs

Posted:11 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

What Youll Do

  • Oversee day-to-day investment operations, fund processing, and reporting
  • Liaise with AMCs, RTAs, banks, and custodians for smooth transaction execution
  • Support client onboarding (KYC, FATCA, CKYC) and compliance
  • Maintain and reconcile client portfolios, prepare MIS and investment reports
  • Work directly with the Managing Director on high-priority operational tasks
  • What We’re Looking For

  • Mandatory

    : Prior experience working at or with an

    AMC

  • Solid understanding of mutual fund/PMS/AIF operations
  • Strong Excel & portfolio reporting skills
  • Detail-oriented, self-motivated, and discreet
  • Based in or open to relocating to

    KolkataRole & responsibilities


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