Role & responsibilities
- Assist in client onboarding and KYC documentation processes.
- Support the execution of mutual fund transactions, including purchases, SIP registrations, redemptions, and switches.
- Coordinate with Asset Management Companies (AMCs) for operational activities and documentation.
- Maintain and update client records and transaction data.
- Assist in preparing MIS reports, investment summaries, and operational reports.
- Support the billing, commission tracking, and reconciliation process.
- Respond to basic client queries and provide operational support to the wealth management team.
- Ensure timely and accurate completion of assigned operational tasks while maintaining compliance with internal processes.

Preferred candidate profile
- Bachelor's degree (completed or pursuing) in Commerce, Finance, Business Administration, or a related field.
- Basic understanding of mutual funds and financial markets.
- Proficiency in MS Excel and Microsoft Office.
- Positive communication, coordination, and organizational skills.
- Willingness to learn mutual fund operations and compliance processes.
- Ability to work with attention to detail and meet deadlines.

📌 Mutual Fund Intern (Pune)
🏢 ADM
📍 Pune