Role & responsibilities
Manage relationships and coordination with Asset Management Companies (AMCs) for mutual fund distribution.
Handle client onboarding processes (online and offline), ensuring proper documentation and regulatory compliance (KYC norms).
Execute and monitor end-to-end mutual fund transactions including purchases, redemptions, SIPs, and switches.
Oversee the complete billing and commission process, including tracking and reconciliation.
Prepare MIS reports, investment summaries, and operational reports on a regular basis.
Support and coordinate with the wealth management team for client servicing and portfolio execution.
Ensure accuracy, efficiency, and timely processing of all operational activities.
Address client queries related to investments, transactions, and account details. Worked on Red Vision software

Preferred candidate profile




25 years of relevant experience in mutual fund operations / wealth management.
Experience working as a mutual fund distributor is mandatory.
Hands-on experience with AMC tie-ups and coordination.
Solid understanding of mutual fund processes, compliance, and documentation.
Familiarity with platforms like BSE Star MF, NSE NMF II, or similar is preferred.
Proficiency in MS Excel and reporting tools.
Valuable communication, coordination, and organizational skills.
Experience in handling wealth management operations.
Ability to multitask and work in a deadline-driven environment.
Solid attention to detail and problem-solving skills. Employment
Type: Full-Time
Work Location: NIBM Road, Pune

📌 Mutual Fund Operations Executive Pune (India)
🏢 ADM
📍 India