Coordinating with the clients for the transactions, onboarding, documentations, verifications as well as KYC process.
- Ensuring accurate and timely completion of transactions to meet or exceed client expectations
- Maintain and manage the MIS accurately and efficiently
- Timely updation of the software and be compliant with the same.
- Performing routine research on customer inquiries, feedbacks, and grievances
- Developing and maintaining a solid working knowledge of the mutual fund industry and of

all products, services and processes performed by the team
- Identify and audit existing investments with clients through the reports and documentation.
- Coordinate with the team leader in following the processes

Job Types: Full time, Permanent, Fresher

Pay: ₹10,000.00 - ₹25,000.00 per month

Benefits:
- Cell phone reimbursement
- Leave encashment
- Paid time off

Ability to commute/relocate:
- Surat, Gujarat: Reliably commute or planning to relocate before starting work (required)

Education:
- Bachelor's (preferred)

Experience:
- total work: 2 years (preferred)
- Mutual Fund Operations: 1 year (preferred)

Work Location: In person

📌 Operations Executive (Surat)
🏢 Torin Wealth Management
📍 Surat