Role Description
This is a full-time in office role for a Mutual Fund Operations position at ValueCurve Financial Services in Mumbai. The role involves handling day-to-day operations primarily related to mutual funds. Communication and interpersonal skills are also vital part of this role.
Responsibilities
Data entry and reconciliation on our Mutual Fund software / portal periodically
Onboarding of new mutual fund clients on platforms like NSE MF and MF Utilities
Initiate transactions online on NSE / MFU / CAMS / Kfintech / AMC portal
Filling forms for mutual fund transactions (financial & non financial)
Download mutual fund statements from respective RTA portal and send it to clients on regular basis
Co-ordinating with RTAs / AMCs for customer queries
Attend webinar / seminar / conference calls of Mutual Funds and stay updated with latest regulations
Experience
Candidates must have at least 1 to 2 years of experience of Mutual Fund / Fixed Deposits / Insurance operations with a Financial Planner / MFD / Insurance Advisor / RIA.
Qualifications
Graduate in B.Com (in Banking & Insurance / Financial Markets / Accounting & Finance) or BMS
Certification of NISM is a plus
Skills & Competencies
Excellent communication and interpersonal skills
Microsoft Office - Excel, Word and PowerPoint
Experience of using any Mutual Fund software is a plus