What is the roles objective?

- Coordinate with RTA for end-to-end NFO activities, including system setup, scheme configuration, monitoring collections, and post-NFO processes such as allotment, reconciliation, corporate actions, and listing.
- Prepare and manage regulatory and internal reports, ensuring accuracy and timely submission.
- Support internal, statutory, and regulatory audits by providing required data, documentation, and resolving queries with RTA.
- Assist in operational activities related to Alternative Investment Funds (AIF) including investor transaction monitoring and reporting.
- Coordinate with Market Makers, Depositories, Stock Exchanges, and RTA for ETF/SIF operational activities including listing, trade processing, and corporate actions.
- Facilitate Market Maker onboarding with RTA in coordination with internal teams.
- Work closely with Investment, Fund Accounting, Sales, and other internal teams to ensure smooth operations.




- Support process improvements, system enhancements, and automation initiatives to improve operational efficiency.

What skills do you need to possess?

- Understanding of transfer agency operations.
- Robust analytical and logical thinking with a structured, process-oriented approach.
- Good interpersonal skills and the ability to handle high-pressure and time-sensitive operations. Effective interpersonal and stakeholder management skills.
- Ability to multitask, prioritize, and meet tight deadlines while ensuring accuracy and control.
- Strong ownership mindset with attention to detail in critical operational activities.

What qualification you should have?

- Graduate / Postgraduate or equivalent degree

Years of Experience: 5-8 years of relevant experience in MF.

📌 TA Operations – NFO, MIS, Audits, AIF and ETF Operations (Mumbai)
🏢 DSP Asset Managers
📍 Mumbai