ABOUT THE ROLE

Value Research is seeking an Operations Analyst to support the day-to-day running of our investment platform operations. The role sits at the centre of investor onboarding, transaction processing and post-trade servicing, working across the BSE platform, internal admin systems and external partners including AMCs, RTAs, CVL and Digio. This is a hands-on, detail-intensive role suited to a candidate early in their career who works accurately within defined turnaround times, enjoys structured daily workflows, and is keen to build long-term expertise in investment and financial services operations.

KEY RESPONSIBILITIES
Investor Servicing: Resolve investor queries logged through the ticketing system, covering onboarding, transactions, folio details, nominee updates, contact and bank detail changes, and general mutual fund servicing.
Onboarding and Account Activation: Track UCC failures through email alerts and admin panel reports, identify the reason for rejection, take corrective action and activate accounts.



Review rejected AOF submissions and re-upload the same day.
KYC and CKYC: Monitor KYC status with CVL and KRA, follow up on rejected and pending cases, and verify and approve CKYC documentation.
Bank Verification and TPV: Verify bank proofs where validation fails, follow up with investors for missing documentation, and track TPV-pending orders through to release.
Mandates and SIP: Track mandate linking failures and rejections, raise corrective tasks with the technology team, and escalate incorrect rejections to BSE.
Transaction Monitoring: Verify payment status across internal systems and BSE, track rejected orders through to resolution, and ensure pending Portfolio Planner orders are triggered on time.
Reconciliation: Carry out periodic reconciliation of SIP, UCC and mandate data between internal systems and BSE, investigating and resolving mismatches.
Error Handling: Action daily error mails relating to KYC failure, UCC pending st

📌 Operations Analyst Noida (India)
🏢 Value Research
📍 India