Executive – Financial Services Operations

Devmani Traders Pvt. Ltd. · Fort, Mumbai

Job Type: Full-Time | Experience: 0–1 Years

Eligibility: Freshers can apply — training will be provided

Gender / Education: | Graduation is compulsory

Salary: As per experience and company policy

Contact: Smruti Dalvi — [email protected]

Website: https://devmanitraders.in/

About the Role

We are looking for a Executive to handle day-to-day back-office and operational activities across Mutual Funds, Equity, Insurance and Loan products. Freshers with a graduation degree are welcome to apply, and full training will be provided.

Key Responsibilities

Mutual Fund Operations

● Process Mutual Fund transactions — Purchase, Redemption and Switch — through both online and offline modes.

● Process SIP registrations, modifications and cancellations, and assist clients with SIP biller registration through net banking.

● Handle KYC validation and documentation and manage Transmission and other service-related requests.

● Coordinate with AMCs and RTAs for transaction processing and issue resolution and assist with Mutual Fund House empanelment.

● Maintain accurate client transaction and document records and update Mutual Fund software with transaction details.

● Prepare and maintain AUM, SIP, commission and other operational reports, and track pending transactions to ensure timely completion.

Equity & Demat Operations

● Assist in opening Demat and Trading Accounts for individual clients through online portals, and process account-opening documentation for HUF, Partnership Firms and Corporate clients.

● Handle KYC and account-opening documentation and assist with equity trading and back-office activities.





● Address client queries relating to accounts and documentation and maintain Equity and Demat-related records.

Insurance Operations

● Assist with processing of Life Insurance and General Insurance applications, coordinating with clients for the required documents and KYC.

● Support policy processing, renewals and documentation, and liaise with insurance companies on policy-related requirements and queries.

● Maintain insurance policy records, keep client information updated, and follow up on pending documents, policy issuance and renewals.

● Assist the team with insurance-related MIS and reports.

Loan Operations

● Assist with processing of loan applications and documentation, coordinating with clients for KYC, income documents and other paperwork.

● Coordinate with banks/NBFCs and internal teams for loan processing, tracking applications and following up on pending documents.

● Maintain proper records of loan applications and status, and assist with loan-related MIS, reports and other operational support.

Other Financial Product Operations

● Assist with processing of Capital Gain Bonds and Corporate Fixed Deposits, keeping FD-related data updated in the relevant software.

● Assist in preparing client-related operational and MIS reports.

Client & Internal Coordination

● Respond to client queries over email and phone, ensuring transactions and documentation are completed accurately and within timelines.





● Maintain confidentiality and proper records of client information across all product lines.

Required Skills

● Graduate in any discipline — graduation is compulsory.

● 0–2 years of experience in Mutual Fund, Equity, Broking, Insurance, Loan, Financial Services or Back Office Operations is preferred, though freshers are welcome and will be trained.

● Positive working knowledge of MS Excel, MS Word, MS Office and basic knowledge of AI tools.

● Good written and verbal communication skills, with strong attention to detail and accuracy.

● Good organisational and follow-up skills, with the ability to handle multiple operational activities simultaneously.

● A basic understanding of Mutual Funds, Equity, Insurance, Loans and other financial products is an advantage, along with a genuine willingness to learn financial products, processes and operational systems.

Preferred Certifications

● NISM-Series-V-A: Mutual Fund Distributors Certification — preferred/willing to give.

● NISM-Series-VIII: Equity Derivatives Certification — preferred/willing to give.

● Any insurance-related certification — an advantage.

Candidate Profile

● Someone comfortable with documentation and data entry, who takes a responsible and detail-oriented approach to their work.

● Someone looking to build a long-term career in Financial Services.

Only Mumbai-based candidates should apply.

Pay: From ₹18,000.00 per month

Benefits:

- Food provided

Education:

- Bachelor's (Required)

Language:

- English (Required)

License/Certification:

- ● NISM-Series-V-A ● NISM-Series-VIII (Required)

Location:

- Mumbai District, Maharashtra (Required)

Work Location: In person

📌 Executive – Mutual fund Operations (India)
🏢 Devmani Traders
📍 India