Contact Number- +91 98298 71016, +91 83063 00415
About the Role
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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