4 - 8 years

0 Lacs

Posted:12 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an experienced professional in Mutual Funds Investment document verification, you have specialized in verifying AMC's Mutual Funds Investor's Investment KYC documents. Your responsibilities have included tracking the status of Investor invested KYC document forms verification completed by the team, supporting the team to ensure a smooth process completion, and following up on observations raised in the document verification team. Moreover, you have been actively involved in checking and ensuring daily transaction processing at four levels: maker entry, checker entry, objection clearance, and audit clearance. Your extensive full-time work experience encompasses positions in Finance and Accounts within the business transformation department. In these roles, you have handled Reconciliation tasks and Mutual Funds Investment document verification. Your expertise also extends to the IQBOT Document automation project for AMC's mutual fund Investments. As part of this project, you play a crucial role in ensuring that documents are accurately captured in IQBOT, rectifying any errors as needed. Additionally, you possess proficiency in maintaining Excel sheets, preparing word reports, and diligently following up on Outlook mails. Key Responsibilities: - Verify AMC's Mutual Funds Investor's Investment KYC documents - Track status of Investor invested KYC document forms verification - Support the team for smooth process completion - Follow up on observations raised in the document verification team - Check and ensure daily transaction processing at four levels: maker entry, checker entry, objection clearance, and audit clearance Qualifications Required: - Previous experience in Mutual Funds Investment document verification - Proficiency in handling Finance and Accounts tasks - Familiarity with the IQBOT Document automation project for AMC's mutual fund Investments - Strong skills in maintaining Excel sheets and preparing word reports - Excellent communication skills and ability to follow up on Outlook mails,

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