1.0 - 3.0 years

1 - 3 Lacs

mumbai suburban, mumbai (all areas)

Work from Office

Role & responsibilities Monitoring subscription transactions (High Value, Un-posted & refunds) & Highlighting exceptions to CAMS and PAN level branches on time Coordinating with Branches, CAMS, and other concerned units for any discrepancies while processing the transactions Ensuring minimum rejections by managing exceptions and timely refunds for all rejected purchases Managing redemption, collection, switch reconciliation on daily and monthly basis. Ensuring Liquid & Non-liquid transactions posting controls Manage NFO process & ensure compliance checks for NFO. Reconciliation of purchase transactions with respective bank credits. Preferred candidate profile Graduate MS Office Mutual Fund E...

Posted 2 weeks ago

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APM Company Secretary eClerx

4.0 - 8.0 years

0 Lacs

maharashtra

On-site

As a Company Secretary within our organization, you will be responsible for various critical tasks to ensure seamless compliance and governance. Your role will encompass drafting agendas and minutes for board, committee, and general meetings. Additionally, you will play a key role in the preparation of the annual report, coordinating with other departments, and organizing virtual AGMs for our listed company. Your primary responsibilities will include managing LODR, SAST, and PIT related time and event-based compliances. This will involve filing board meeting intimations, TW closure intimations, investor call intimations, and quarterly and annual compliances. You will also handle ROC forms fi...

Posted 2 months ago

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Customer Service Executive Symphoni Hr

5.0 - 10.0 years

3 - 6 Lacs

Ludhiana, Surat

Work from Office

Job Description Customer Service (Surat / Ludhiana) Responsible for handling walk-in investor/distributor queries, processing transactions, coordinating with RTA and sales teams, supporting Video KYC, generating MIS reports, and ensuring smooth branch operations and regulatory compliance. Requirements: Graduate with 5+ years of experience in mutual fund branch operations Proficient in MS Excel/Word, strong communication skills Knowledge of KYC, AML, SID, and other AMC regulations NISM VA certified preferred

Posted 3 months ago

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Associate - Unit Admin Bandhan Amc

1.0 - 3.0 years

1 - 3 Lacs

Mumbai Suburban, Mumbai (All Areas)

Work from Office

Posted 3 months ago

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