RTA Executive

Job Title: RTA Executive (0–3 Years Experience)

Location: Sakinaka Mumbai Department: Operations / Mutual Fund Services Job Type: Full-Time

Job Summary:

We are seeking a dynamic and detail-oriented RTA Executive to handle customer coordination and back-office operations related to mutual fund transactions. The ideal candidate should have strong aptitude, effective communication skills, and a customer-first approach. Candidates must have NISM Series II-A certification and 0–3 years of relevant experience.

Required Skills & Qualifications:

• 0–3 years of experience in customer service, mutual fund operations, or RTA coordination.

• NISM Series II-A (Mutual Fund RTA Certification) – mandatory.

• Excellent verbal and written communication skills.

• Strong aptitude and ability to handle numbers and data.

• Basic knowledge of mutual fund processes and investor servicing.

• Proficient in MS Office, especially Excel.

Job Type: Full-time

Schedule:

• Day shift

Work Location: In person