01 Aug
|
OG CONNECT
|
Marine Drive
01 Aug
OG CONNECT
Marine Drive
Job Description
3–5years 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.
Solid 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.
Valuable English communication, robust 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?: 3 years (Required)
Work Location: In person
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