We are seeking a meticulous and detail-oriented individual to join our dynamic team as a Mutual Fund Back Office Executive. In this role, you will be responsible for providing high-quality administrative and operational support for all aspects of our mutual fund business.

1. Key Responsibilities:
- Order Processing:
- Accurately process investor orders (KYC, Purchase, redemption, switch, systematic investment plans - SIPs, etc.)
- Ensure timely and accurate order entry and confirmation.
- Monitor order status and resolve any discrepancies or issues promptly.
- Investor Servicing:
- Provide accurate and timely information on account balances, transactions, and other account-related matters.
- Assist investors with account openings and all operation related queries.
- Data Entry and Maintenance:
- Maintain accurate and up-to-date investor records in the company's systems.
- Perform step by step data entry/management in our system and reconciliation tasks as required.
- Prepare and maintain various reports and documents.
- Regulatory Compliance:




- Ensure compliance with all relevant regulations and industry standards (e.g., SEBI guidelines).
- Other Duties:
- Providing adequate support to the team, as and when required.
- They must follow the company’s standard processes and instructions of your supervisor to do task related communication with your supervisor is must.
- Note: Responsibilities may evolve or change in the future based on company needs.

2. Qualifications:
- Bachelor's degree in finance, accounting, or related field preferred.
- 2-5 years of experience in the mutual fund
- Strong knowledge of mutual fund products, operations, and regulations.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Strong analytical and problem-solving skills.
- Attention to detail and accuracy.
- Ability to work independently and as part of a team.

If you are seeking an chance to learn and grow within

📌 Mutual Fund Operative (Ahmedabad)
🏢 Sagar
📍 Ahmedabad