Job Summary
We are looking for a motivated and detail oriented Investment Operations Associate to support mutual fund transactions and client servicing. This role is ideal for freshers or candidates who are interested in building a career in financial services and investments.

Key Responsibilities
Assist in processing mutual fund transactions (purchase, redemption, switch)
Maintain and update client investment records and portfolios
Support KYC documentation and client onboarding
Coordinate with fund houses (AMCs) and internal teams
Prepare basic reports and portfolio summaries
Follow up with clients for documents and updates
Ensure accuracy and compliance in all transactions
Provide day-to-day operational and administrative support





Qualification
Minimum Plus Two (12th pass) or Any Degree
Degree in Commerce/Finance preferred
Basic knowledge of mutual funds or investments is an advantage
NISM Certification is an added advantage (not mandatory)
Freshers can apply
Basic computer knowledge (MS Excel, Word)

Key Skills
Attention to detail
Data handling and accuracy
Client coordination
Time management
Communication skills

Job Type: Full time

Pay: ₹10,000.00 - ₹15,000.00 per month

Work Location: In person

📌 Investment Operations Associate Mutual Funds Kozhikode (India)
🏢 Zazil business associates India
📍 India