About RupeeStop

At RupeeStop, we simplify wealth management and mutual fund investments for our clients through reliable service, efficient operations, and personalized support. We are looking for a detail-oriented and proactive Mutual Fund Operations Executive to join our team in Zirakpur.

This role involves managing mutual fund service requests, coordinating with financial institutions, maintaining accurate client records, and supporting the smooth execution of investment-related processes.

Key Responsibilities

1. Mutual Fund Operations & Client Support

- Assist clients with mutual fund service requests, account updates, and day-to-day portfolio-related queries.
- Coordinate requests related to PAN updates, KYC status, contact details, bank details, and other non-financial changes.
- Ensure timely communication with clients regarding transaction status, pending requirements, and service updates.

2. RTA & AMC Coordination

- Coordinate with Registrars and Transfer Agents (RTAs), including CAMS and KFintech, as well as AMCs and fund houses.
- Track transaction processing, folio updates, service requests, and discrepancies.
- Follow up with relevant institutions to resolve pending requests and ensure timely closure.

3. Documentation & Compliance Support

- Collect, verify, and process physical and digital documents required for mutual fund onboarding and service requests.
- Ensure documentation is complete, accurate, and aligned with applicable internal processes.
- Maintain organized records of client documents, requests, and transaction-related information.

4. Operational Follow-Ups & Reporting

- Proactively follow up with clients, RTAs, AMCs, and internal teams on pending transactions and service requests.




- Maintain trackers and provide regular updates on request status and pending actions.
- Identify discrepancies and escalate unresolved issues to the concerned team members.

5. Advisor & Back-Office Support

- Provide operational assistance to wealth advisors and the internal investment team.
- Maintain and regularly update client databases and back-office records.
- Assist with invoice preparation, documentation, and other administrative activities related to business operations.

Key Qualifications & Requirements

- Bachelor’s degree completed or currently pursuing.
- Strong written and verbal communication skills in English and Hindi.
- Basic proficiency in MS Office, particularly Excel and Word.
- Good professional email writing and communication etiquette.
- Robust attention to detail, organizational skills, and a process-oriented approach.
- Ability to manage multiple requests, maintain accurate records, and meet operational deadlines.
- Freshers are welcome to apply. Prior experience or exposure to mutual fund operations, RTA portals, banking, financial services, or customer support will be an added advantage.

What We’re Looking For

- A proactive individual who takes ownership of assigned tasks.
- Someone who is comfortable with documentation, follow-ups, and routine operational processes.
- A candidate who can communicate professionally with clients and financial institutions.
- A detail-oriented team player with a willingness to learn mutual fund operations and investment servicing.

Work Details

- Location: Zirakpur, Punjab
- Work Mode: In-person
- Days: Monday to Saturday
- Timings: 10:00 AM – 6:00 PM

Pay: ₹20,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Mutual Fund Operations Executive (Zirakpur)
🏢 RupeeStop
📍 Zirakpur