20 Aug
|
Shraddha Batawale
|
Raigarh
20 Aug
Shraddha Batawale
Raigarh
Job Description Key Responsibilities* - Operations Management
n - Lead the end-to-end processing of mutual fund transactions, including Purchases, Redemptions, SIPs, STPs, SWPs, Switches, and NFOs.
n - Ensure timely and accurate execution of all investor transactions within defined TATs.
n - Monitor daily operational activities and maintain high standards of accuracy and quality.
n - Coordinate with AMCs, RTAs (CAMS & KFin Technologies), distributors, custodians, and banking partners.
n - Handle escalations related to transaction processing and investor servicing.
n - Oversee account opening, folio creation, nominee updates, FATCA, CKYC, and KYC documentation.
n - Ensure adherence to SEBI, AMFI, RBI, and internal compliance guidelines.
n - Conduct regular reconciliations of transactions, investor holdings, and bank accounts.
n - Prepare daily, weekly, and monthly MIS reports, dashboards, and operational performance reports.
📌 Senior Mutual Fund Operation (Raigarh)
🏢 Shraddha Batawale
📍 Raigarh