#Key Responsibilities
#Mutual Fund Operations: Client Onboarding, KYC, FATCA, NSE UCC, ACH, SIP/STP/SWP, Redemption, Switch, RTA Tracking.
Transaction Management: Financial & Non-Financial Transactions, Risk Profiling, Suitability Check, Fund Execution.
CRM & Tools: ZOHO, Investwell, Document Management, Data Accuracy,Taxation & Compliance.
Advance Tax Reports, Annual Tax Statements, LTCG Planning, Regulatory Compliance.
Portfolio Monitoring: SIP Tracking, SWP Balance Check, MIS Reporting, Inactive Client Identification.
Client Servicing: Query Resolution, Email/Call Handling, WhatsApp Communication, Client Engagement & Retention.Insurance Operations: Quotation, Policy Issuance, Renewals, Endorsements, Broker Coordination, Payment Follow-ups.
NPS / FD / Bonds: Account Opening, Processing, Renewal & Maturity Tracking.Transfers: Portfolio Transfer, Broker Change Support, Back Office Coordination.LAS (Loan Against Securities).
Documentation, KYC, Client Coordination, Loan Processing Support.Core Skills: Financial Products Knowledge, Operations, Compliance, Attention to Detail, Communication & Coordination.
Job Types: Full-time, Permanent
Pay: ₹15,000.06 - ₹22,000.38 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Leave encashment
Ability to commute/relocate:
- Maidan, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred)
Application Question(s):
- WHAT IS YOUR CURRENT SALARY
- ARE YOU CONFORMTABLE FOR 10.00AM TO 6.30 PM TIMING?
Education:
Experience:
- Mutual Funds: 2 years (Required)
Language:
- English (Required)
- Hindi (Required)
- Bengali (Required)
License/Certification:
Location:
- Maidan, Kolkata, West Bengal (Preferred)
Shift availability:
Willingness to travel:
Work Location: In person
