Senior Operations Executive

About the Role:

Operations Executive Investment Support

Key Responsibilities:

• Handle

  end-to-end client onboarding

  including KYC verification, FATCA compliance, and documentation across mutual fund platforms.
• Execute and monitor

  Mutual Fund/SIP/Insurance transactions

  based on client instructions with accuracy and timeliness.
• Coordinate with clients and

  Relationship Managers

  to collect documentation, resolve queries, and ensure smooth transaction flow.
• Maintain and update internal trackers,

  MIS reports

  , and dashboards using Excel/Google Sheets.
• Liaise with

  AMCs, RTAs , platform partners

  to ensure timely execution and reconciliation.
• Monitor and report on investment transactions, redemptions, and client communications.
  
• Ensure adherence to regulatory requirements and internal compliance processes.
  
• Assist in audits, internal reporting, and operational enhancements.
  

Requirements:

• Graduate in any stream; finance background preferred.
  

• 3-5 years of experience in Mutual Fund or Wealth Management Operations

  is

  mandatory

  .
• Familiarity with

  transaction platforms

  (BSE StAR, NSE NMF, NJ, etc.) and AMC coordination.
• Proficiency in

  MS Excel, Google Sheets

  , and use of CRM or back-office software.
• Strong attention to detail, time management, and multitasking skills.
  
• Excellent communication skills and ability to coordinate across teams and clients.
  

Why Join Us?

• Be part of a growing and client-focused wealth management team.
  
• Exposure to end-to-end mutual fund operations and financial services workflow.
  
• Work in a collaborative and supportive environment with growth opportunities.
  
• Gain hands-on experience with top AMCs, fintech platforms, and evolving industry practices.