Job Description
Department: Investment Department
Experience: 0-2 years
Salary: ₹20,000 – ₹30,000 per month
Location: — New Delhi
Working Days: 6 days
Key Responsibilities
- Handle backend operations related to mutual fund investments.
- Process SIP, STP, SWP, redemption, and purchase requests.
- Maintain and update client investment records and internal databases.
- Perform data entry, document verification, and account updates.
- Assist with KYC documentation and compliance-related activities.
- Coordinate with Asset Management Companies (AMCs), Registrars, and internal teams for transaction processing and follow-ups.
- Prepare and maintain MIS reports using MS Excel.
- Ensure accuracy, confidentiality, and timely processing of customer information.
- Support the Investment Department in day-to-day operational and administrative activities.
Skills Required
- Basic understanding of mutual funds, SIPs, investment products, and financial markets (preferred).
- Good knowledge of MS Excel, MS Word, and basic computer applications.
- Strong attention to detail and accuracy.
- Good analytical and organizational skills.
- Ability to work with deadlines and handle repetitive operational tasks.
- Good written and verbal communication skills.
- Willingness to learn and grow in the investment and financial services industry.
Eligibility
- Graduates from any discipline may apply.
- Freshers are welcome.
- Previous experience in investment backend operations, mutual fund processing, or financial services will be an added advantage.
- Interested candidates may apply by share their resume on - 8800995981
Pay: ₹20,000.00 - ₹30,000.00 per month
Ability to commute/relocate:
- New Delhi, Delhi (South District): Reliably commute or planning to relocate before starting work (Required)
Education:
Work Location: In person
