Operations Executive – Mutual Funds & Investment Services FINVESTMENTS

1.0 - 3.0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

Experience: 13 Years Industry: Mutual Funds, Insurance, PMS, AIF Employment Type: Full-Time About the Role: We are looking for a highly organized and detail-oriented Operations Executive with prior experience in handling back-office processes in mutual fund, shares, and insurance-related transactions. The ideal candidate should have hands-on experience in managing mutual fund operations, creating investor profiles on NSE/BSE platforms, and coordinating with third parties to ensure a seamless experience for clients. Key Responsibilities: Execute and manage mutual fund transactions purchase, redemption, SIP registrations, and switches. Handle investor onboarding on NSE NMF and BSE STAR MF platforms. Resolve issues related to KYC , transaction rejections , SIP mandates , and non-individual investor documentation . Manage operational requirements for NRI clients , corporates , trusts , and HUFs, including necessary FATCA/UBO forms. Coordinate KYC and transaction compliance for PMS and AIF investments. Maintain and update client records, investment data, and reports. Proactively liaise with AMCs, RTAs, and third-party platforms to resolve issues and ensure zero rejection in processing. Provide smooth and professional communication with clients regarding operational processes and updates. Work closely with the sales and advisory teams to support client servicing and documentation needs. Required Skills & Qualifications: 15 years of experience in mutual fund operations; previous experience with a mutual fund distributor is strongly preferred. Sound knowledge of NSE NMF , BSE STAR MF , CAMS/Karvy , and related portals. Strong understanding of KYC norms , SIP registration, non-individual & NRI onboarding , and investment operations. Excellent communication and coordination skills verbal and written. Strong attention to detail and ability to handle time-sensitive operations with accuracy. Ability to collaborate with internal teams and third-party service providers. Proficiency in MS Excel and basic reporting. Preferred Qualifications: NISM-Series V-A (Mutual Fund Distributor) Certification (preferred but not mandatory). Bachelor&aposs degree in Commerce, Finance, or related field. What We Offer: Opportunity to work with a fast-growing financial services firm. Exposure to multiple investment products, including Mutual Funds, Insurance, PMS & AIF. Professional growth with hands-on experience in client servicing and investment operations. To Apply: Send your updated CV to [HIDDEN TEXT] with the subject: Application Operations Executive Show more Show less

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