Operations Executive - Mutual Fund

Operations Executive -Mutual Funds Job Description in brief: Operations Executive -Mutual Funds is responsible to lead and manage a team of agents, communicate customer needs to stakeholders, and connecting with existing investors Hiring Agency: Namura HR Consulting Hiring for Midas Touch-Nashik Hiring Company: Midas Touch Company Address:flat no. 3 Sukhdham hsg. soc. Tidke colony,Opp St Fransis High School, Nashik- 422002 Company Website: https://www.facebook.com/midastouch97/ Role: Operations Executive -Mutual Funds Employmenttype: FullTime-onRoll Educational Qualification: Any graduate B.Com. Work Experience: Minimum 0.6 to 1 years of Experience working as Customer Service Associate Annual CTC Range: Rs 3.12 Lac per annum (LPA ) or Monthly Rs 26000 per month Key Skills: • Minimum 6 months of Experience working as customer service associate for any financial product /services for a company • A customer-oriented individual Offering prompt service to clients and oriented for doing business development for existing client and mobility in the job, resolve queries, complete service requests, email reports, etc. • Experience of documentation in a standardized format for onboarding, SIP reminders, portfolio updates and tally transactions and handle customer investment data • Mobility and willingness for business development activities like meeting clients visits for expansion of business i.e. investments of the existing client and any follow-ups • Good verbal and written communication, ability to interact through social media like whats app groups with High Net worth Individuals (HNI) , prospects,clients and drafting skills in English, negotiation and sales skills, excellent phone etiquette and active listening abilities. • A quick listener and exceptional ability to make decisions • Good problem-solving abilities, ability to meet deadlines and prioritize tasks Roles and Responsibilities: • Internal Communication o Use dedicated WhatsApp groups for instant communication within teams. o Daily Meeting (10-15 mins) for updates on SIP status, new clients, escalations. o Use shared Google Drive/Excel sheets for SIP tracking, client onboarding, risk profiling. o Weekly review meetings (30 mins) with the team leader to discuss issues, targets, and achievements. • Client Communication o Standard email templates for onboarding, SIP reminders, portfolio updates. o Monthly WhatsApp messages or calls for portfolio summaries and check-ins. o Birthday and anniversary greetings via email/WhatsApp. o Clear documentation of communication history (notes in CRM or Excel). • Documentation and Tracking o Use standardized formats for: § Risk profiles § Goal planning sheets § Onboarding data forms § SIP/Transaction tracking § Client reports • Process service requests (change of bank, SIPs, STPs, onboarding). • Update and maintain accurate client records and transaction databases. • Coordinate with sales team for onboarding, mandate registrations, and transaction executions. • Follow up with portals NSC NmF, IFA Planet, Ticker Wealth,CAMS Edge,Funds Netetc etc • Generate internal reports and client summaries (monthly, tax reports). • Ensure regulatory and compliance adherence.