Square Wealth Guru is looking for a detail-oriented Operations Executive/Manager to manage day-to-day mutual fund operations, client onboarding, transaction processing, and partner support.
## Key Responsibilities
- Manage Mutual Fund operations and transaction processing.
- Handle client onboarding, KYC, and account activation.
- Process SIP, Lumpsum, Redemption, Switch & STP transactions.
- Coordinate with CAMS, KFintech, AMCs, and internal teams.
- Prepare MIS reports and operational dashboards.
- Resolve client and partner queries within TAT.
- Ensure compliance with SEBI/AMFI guidelines.
- Support the sales team with operational requirements.
- Maintain accurate records and documentation.
## Eligibility
- Graduate/Post Graduate (Finance, Commerce, Business Administration, or related field).
- Freshers are welcome to apply.
- 0–5 years of experience in Mutual Fund, Banking, Wealth Management, or Financial Operations.
- Basic knowledge of MS Excel and valuable communication skills.
- Knowledge of Mutual Funds, CAMS, KFintech, or BSE Star MF will be an added advantage.
📌 Back Office Operations Executive (Jaipur)
🏢 Square fin private
📍 Jaipur
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