We're Hiring: Executive – Mutual Fund Operations | Delhi

Valtrust Capital is a fast-growing boutique multi-family office led by seasoned investors, with a presence across Delhi, Chennai, London, and Dubai. We focus on managing investments across mutual funds, PMS, AIFs, and more – both in India and globally.

dynamic and detail-oriented operations executive

Key Responsibilities:

• Execute and monitor client investments (Mutual Funds, PMS, AIFs)
• Liaise with platforms like BSE Star, Redvision, etc.
• Manage onboarding, KYC, and client communication
• Coordinate with sub-distributors and clients for approvals
• Reconcile brokerage revenue and assist with invoicing
• Prepare MIS and client reports

What We’re Looking For:

• Minimum 2 years of relevant experience
• Good communication skills in English & Hindi
• Proficient in MS Excel / Google Sheets
• Strong attention to detail and execution capability
• NISM V-A certification preferred
• Background in Commerce / Finance (B.Com/BBA etc.)

Why Join Us:

• Flat hierarchy and ownership-driven culture
• Exposure to a diverse and growing HNI/UHNI client base
• Learning curve across investment products and client management

Location

Type

CTC

🔗 Learn more about us: www.valtrustcapital.com

📩 Interested? Apply via LinkedIn or email your CV to hr@valtrustcapital.com or shivani.upadhyaya@valtrustcapital.com