Key Responsibilities
* Process mutual fund purchase, redemption, SIP, STP, and SWP transactions.
* Verify application forms and supporting documents.
* Ensure timely submission and execution of transactions.
1. Client Servicing
* Handle investor queries related to folios, transactions, and statements.
* Coordinate with clients, distributors, and fund houses.
1. Documentation & Compliance
* Verify KYC, FATCA, and other regulatory requirements.
* Maintain accurate records of investor documents.
1. Reconciliation & Reporting
* Reconcile transactions with fund houses and registrars.
1. Coordination
Required Skills
* Knowledge of mutual fund operations and products.
* Familiarity with KYC and compliance procedures.
* Good communication and customer service skills.
Qualifications
* Bachelor’s degree in Commerce, Finance, Business Administration, or related field.
* AMFI certification is preferred.
* 1–3 years of experience in mutual fund operations, wealth management, or financial services.
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
Work Location: In person
