Job Summary

Key Responsibilities
- Process mutual fund transactions including purchases, redemptions, switches, SIP/STP/SWP registrations, and cancellations
- Verify investor documents (KYC, FATCA, CKYC, bank mandates, nominations, etc.) for completeness and accuracy
- Coordinate with AMCs, RTAs (CAMS/KFintech), and internal teams for transaction execution and issue resolution
- Handle distributor and investor queries related to NAV, allotments, folios, statements, and transaction status
- Ensure compliance with SEBI, AMFI, and internal operational guidelines
- Maintain accurate records, MIS reports, and reconciliation of transactions
- Monitor pending and rejected transactions and follow up for timely closure
- Support audit requirements and regulatory reporting
- Assist in onboarding new distributors and maintaining distributor documentation
- Ensure timely updation of systems and records

Skills & Competencies
- Strong understanding of mutual fund products and distribution processes




- Knowledge of SEBI/AMFI regulations and compliance requirements
- Familiarity with CAMS, KFintech, and mutual fund platforms
- Attention to detail and solid documentation skills
- Good communication and coordination abilities
- Proficiency in MS Excel and back-office systems
- Ability to manage multiple tasks and meet deadlines

Qualifications:
- Graduate in Commerce, Finance, Business Administration, or related field
- AMFI/NISM certification (preferred or mandatory, depending on organization)
- 1-3 years of experience in mutual fund operations or financial services (freshers with relevant knowledge may be considered)

Preferred Experience
- Experience in mutual fund distribution, wealth management firms, or brokerage operations
- Exposure to RTA processes and distributor operations

Pay: ₹12,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Operation Executive (Delhi)
🏢 Shivakari Finance Private
📍 Delhi