Key Responsibilities
⦁ Process mutual fund transactions (Purchase, Redemption, SIP, STP, and SWP).
⦁ Coordinate with AMCs, CAMS, and KFintech for transaction processing.
⦁ Verify client documents and maintain accurate records.
⦁ Prepare and submit mutual fund forms and related documents.
⦁ Generate MIS reports and ensure data accuracy.
⦁ Interact with clients to resolve queries and provide updates on their transactions.
⦁ Support the advisory team with day-to-day operational activities.
⦁ Assist in managing the day-to-day office operations and administrative tasks.
⦁ Ensure compliance with SEBI and AMFI guidelines.
Requirements
⦁ 5–10 years of experience in financial services.
⦁ Graduate in Commerce, Finance, or any related field.
⦁ Experience in mutual fund, stock broking, bonds, AIF (Alternative Investment Funds), PMS, or wealth management.
⦁ Experience in directly interacting with clients and resolving their queries.
⦁ Knowledge of CAMS, KFintech, and AMC portals is preferred.
⦁ Good communication and customer handling skills.
⦁ Proficiency in MS Excel, Word, and Outlook.
⦁ Strong attention to detail and organisational skills.
Pay: ₹20,000.00 - ₹40,000.00 per month
Work Location: In person
