Operations Executive

We are looking for a proactive and detail-oriented Operations Executive to support our back-end investment operations. The ideal candidate will manage daily transactions, handle client servicing tasks, ensure regulatory compliance, and coordinate with AMCs (Asset Management Companies) and R&T agents.

Key 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 follow-ups.
• Stay updated on mutual fund industry operations, regulatory norms, and compliance.

Job Types: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

• Cell phone reimbursement
• Flexible schedule
• Leave encashment
• Paid sick time

Schedule:

• Morning shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Ability to commute/relocate:

• Wakad, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Language:

• English (Required)

Location:

• Wakad, Pune, Maharashtra (Required)

Work Location: In person

Application Deadline: 24/04/2025
Expected Start Date: 01/07/2025