Role & responsibilities

- Handle day-to-day mutual fund operations and transaction processing.
- Coordinate with clients regarding investments, documentation, and service requests.
- Assist clients with mutual fund account opening, KYC, SIPs, redemptions, switches, and other operational queries.
- Ensure accurate processing of transactions while maintaining compliance with regulatory guidelines.
- Manage and monitor client mutual fund portfolios, ensuring accurate execution of transactions and timely updates.
- Maintain client records and operational documentation.
- Coordinate with internal teams to ensure timely resolution of client issues.
- Provide prompt and qualified customer support through phone, email, and in-person interactions.
- Prepare operational reports and maintain data accuracy.

Preferred candidate profile

- Familiarity with mutual fund platforms, AMCs, and RTA processes.
- Ability to work in a fast-paced environment.
- Attention to detail and high level of accuracy.
- Customer-centric approach with strong interpersonal skills.

Interested candidate can apply or send resume on (phone hidden)/ (phone hidden)

📌 Operation Executive Mutual Fund (Delhi)
🏢 Brivan Consultants
📍 Delhi