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

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