Job Summary
We are looking for a motivated and detail oriented Investment Operations Associate to support mutual fund transactions and client servicing. This role is ideal for freshers or candidates who are interested in building a career in financial services and investments.
Key Responsibilities
- Assist in processing mutual fund transactions (purchase, redemption, switch)
- Maintain and update client investment records and portfolios
- Support KYC documentation and client onboarding
- Coordinate with fund houses (AMCs) and internal teams
- Prepare basic reports and portfolio summaries
- Follow up with clients for documents and updates
- Ensure accuracy and compliance in all transactions
- Provide day-to-day operational and administrative support
Qualification
- Minimum Plus Two (12th pass) or Any Degree
- Degree in Commerce/Finance preferred
- Basic knowledge of mutual funds or investments is an advantage
- NISM Certification is an added advantage (not mandatory)
- Freshers can apply
- Basic computer knowledge (MS Excel, Word)
Key Skills
- Attention to detail
- Data handling and accuracy
- Client coordination
- Time management
- Communication skills
Job Type: Full-time
Pay: ₹10,000.00 - ₹15,000.00 per month
Work Location: In person
