Mutual Fund Operations and Insurance Executive

Location: Bengaluru

About the Role

We are looking for a dependable and detail-oriented qualified to manage mutual fund operations, support insurance and fixed-income execution, and ensure that every client request is completed accurately and on time. This is a hands-on role that works closely with the client-facing team, clients, AMCs, insurers, and other service partners.

The right person will be comfortable with process-driven work, take ownership of follow-ups and records, and communicate with clients patiently and clearly.

Key Responsibilities

Mutual Fund Operations
- Process and track mutual fund transactions through the NSE NMF platform and, where required, through physical applications.
- Coordinate with AMCs and other service partners to ensure smooth and timely transaction processing.
- Execute investment plans and client requests, including purchases, redemptions, switches, SIPs, and related operational requirements.
- Track SIP closures and pending requests, follow up for completion,



and keep concerned team members informed.
- Handle non-routine transactions such as transmission, minor-to-major changes, tax-status changes, change of broker, and gifting or transfer of units.
- Maintain complete and accurate operational records for wealth-management and financial-planning clients in Zoho CRM, and reconcile with Investwell Mint back-office systems.

Insurance and Fixed-Income Support
- Support insurance policy processing, renewals, and client handholding in coordination with the internal team.
- Assist clients with policy maturity requirements and coordinate with relationship managers at LIC, ICICI Prudential Life, HDFC Life, and other insurers, as applicable.
- Manage the application, renewal, and onboarding process for fixed-income products such as fixed deposits and eligible bonds, including REC products.

Client Servicing and Records
- Guide clients through KYC, mandate and ACH registration, documen

📌 Mutual Fund Operations and Insurance Executive (Bengaluru)
🏢 Neuraleap Technologies Group
📍 Bengaluru