- Daily mutual fund branch operations.
- Encompassing front desk and backend functions.
- Accountable for ensuring seamless operational flow of Mutual funds,
- Coordinated with CAMS to facilitate accurate processing and timely payouts while maintaining regulatory compliance
- Process mutual fund purchase, redemption, switch, SIP, STP, and SWP transactions.
- Verify KYC, FATCA, CKYC, nominee, and other regulatory documentation.
- Ensure timely processing of investor applications and service requests.
- Coordinate with RTAs for transaction processing and issue resolution.
- Handle investor account modifications such as address, bank details, nominee, and contact information updates.
- Monitor transaction status and resolve pending cases.
- Maintain accurate branch records and operational documentation.
- Support branch audits and compliance reviews.
- Reconcile daily transactions and operational reports.
- Coordinate with sales teams for smooth transaction execution.
- Handle customer queries regarding account statements, folios, SIP registrations, and transaction status.
- Prepare MIS reports and branch operational dashboards.
- Assist in onboarding recent investors and documentation verification.

📌 Assistant Manager Mutual Fund Branch Operations (Guwahati)
🏢 The Investment Trust of India (ITI)
📍 Guwahati