We are seeking a meticulous and detail-oriented individual to join our dynamic team as a Mutual Fund Back Office Executive. In this role, you will be responsible for providing high-quality administrative and operational support for all aspects of our mutual fund business.

1. Key Responsibilities:

- Order Processing:

· Accurately process investor orders (KYC, Purchase, redemption, switch, systematic investment plans - SIPs, etc.)

· Ensure timely and accurate order entry and confirmation.

· Monitor order status and resolve any discrepancies or issues promptly.

- Investor Servicing:

· Respond to investor inquiries via phone, email, and other channels.

· Provide accurate and timely information on account balances, transactions, and other account-related matters.

· Assist investors with account openings and all operation related queries.

- Data Entry and Maintenance:

· Maintain accurate and up-to-date investor records in the company's systems.

· Perform step by step data entry/management in our system and reconciliation tasks as required.

· Prepare and maintain various reports and documents.

- Regulatory Compliance:





· Ensure compliance with all relevant regulations and industry standards (e.g., SEBI guidelines).

- Other Duties:

· Providing adequate support to the team, as and when required.

· They must follow the company’s standard processes and instructions of your supervisor to do task related communication with your supervisor is must.

- Note: Responsibilities may evolve or change in the future based on company needs.

2. Qualifications:

- Bachelor's degree in finance, accounting, or related field preferred.
- 2-5 years of experience in the mutual fund
- Strong knowledge of mutual fund products, operations, and regulations.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Solid analytical and problem-solving skills.
- Attention to detail and accuracy.
- Ability to work independently and as part of a team.

If you are seeking an opportunity to learn and grow within a dynamic and expanding company, this is for you.

Pay: ₹20,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Mutual Fund Operative (India)
🏢 Sagar
📍 India