Job Description
- 1–3 years of experience in Mutual Fund Operations or Financial Services.
- Hands-on experience in Mutual Fund transactions, including Purchase, Redemption, Switch, SIP, STP, and SWP.
- Experience in financial products such as Mutual Funds, Stock Broking, Bonds, AIF (Alternative Investment Funds), PMS (Portfolio Management Services), and Wealth Management.
- Experience working with AMCs, CAMS, and KFintech.
- Strong back-office operations experience, including data verification, reconciliation, MIS reporting, documentation, and compliance.
- Direct client-facing experience with the ability to handle client queries and provide transaction updates.
- Good knowledge of SEBI and AMFI guidelines.
- Proficiency in MS Excel, Word, and Outlook.
- Good English communication, strong attention to detail, and organizational skills.
Pay: ₹35,000.00 - ₹45,000.00 per month
Application Question(s):
- Could you please confirm your age and marital status (married/single)?
- Can you briefly describe your experience in Mutual Fund Operations, including the financial products you've handled, your client-facing experience, and your expertise with CAMS, KFintech, and AMC portals?
Experience:
- Mutual fund?: 2 years (Required)
Work Location: In person