Company Description Dhanvantri Capital Services Private Limited, operating under the trade name Dhanvantree, is an AMFI-registered mutual fund distributor (ARN - 194216) serving clients across the Greater Delhi Area. The firm focuses on empowering individuals to achieve their financial aspirations through expert guidance and personalized investment strategies.

Department: Operations

Location: Connaught Place, New Delhi

Experience: 1–3 Years

Employment Type: Full time | Work from Office

Working Days: Monday to Saturday

Timings: 9:30 AM – 6:30 PM

Salary: Negotiable based on experience, skills and previous CTC

Immediate joiners preferred

Role Description

We are looking for a detail-oriented Operations Executive – Mutual Funds & Insurance to manage day-to-day mutual fund and insurance operations, client documentation, transaction processing, reconciliations, and coordination with clients and internal teams.

The ideal candidate should have hands-on knowledge of mutual fund operations and be comfortable handling insurance back-office processes and client servicing.

Key Responsibilities

Mutual Fund Operations

- Process transactions including Purchase, Redemption, Switch, SIP, STP and SWP .
- Process and track NACH mandates and other transaction requests.
- Manage KYC, CKYC, FATCA, folio creation and client documentation.
- Work with platforms such as BSE StAR MF, NSE NMF II, MFU, CAMS and KFintech .
- Maintain client data, transaction records and back-office reports.
- Handle ARN, EUIN, brokerage and transaction reconciliations .
- Coordinate with AMCs and RTAs for transaction processing and query resolution.

Insurance Operations

- Handle back-office operations for Life, Health and General Insurance .
- Assist with policy issuance, renewals, endorsements and client documentation .




- Track pending proposals, policy status and renewal requirements.
- Coordinate with insurance companies, clients and internal teams for operational requirements.
- Assist clients with documentation and coordination related to claims and service requests .
- Maintain accurate insurance policy and client records.

Client & Internal Coordination

- Coordinate with clients and Relationship Managers to resolve operational queries.
- Take client feedback over calls , record concerns and ensure appropriate follow-up.
- Ensure timely closure of pending operational requests.
- Support compliance, documentation and audit requirements .

Eligibility & Requirements

- Graduate ; B.Com, BBA, Finance or related background preferred.
- NISM Series V-A: Mutual Fund Distributors Certification – Mandatory.
- Prior experience working on Investwell for Mutual Fund operations and back-office activities.
- 1–3 years of experience in Mutual Fund, Insurance or BFSI operations.
- Good knowledge of MS Excel, Mutual Fund operations and documentation .
- Basic understanding of Life, Health and General Insurance operations .
- Strong attention to detail and ability to maintain accurate records.
- Good verbal and written communication skills in English and Hindi .
- Comfortable communicating with clients over calls.

Preferred

- Hands-on experience with BSE StAR MF, NSE NMF II, MFU, CAMS and KFintech .
- Hands-on experience in insurance policy issuance, renewals, endorsements and servicing .
- Previous experience with a Mutual Fund Distributor, Insurance Intermediary, AMC, RTA or BFSI organization .

Key Skills Mutual Fund Operations | Insurance Operations | NISM V-A | Investwell | MS Excel | BSE StAR MF | NSE NMF II | MFU | CAMS | KFintech | KYC | FATCA | CKYC | Reconciliation | Policy Servicing | Client Handling | Documentation

📌 Operations Executive (Delhi)
🏢 Dhanvantri Capital Services Private
📍 Delhi