- Processing mutual fund transactions such as purchase, redemption, SIP, and switches
- Maintaining and updating client records and KYC details
- Coordinating with AMCs (Asset Management Companies) and RTAs like CAMS and KFintech
- Ensuring timely execution and reconciliation of transactions
- Handling client queries and providing operational support
- Maintaining proper documentation and compliance with regulatory guidelines
- Preparing MIS reports and assisting in audit requirements
📌 Back Office Executive (Mumbai)
🏢 Oracle Capital Services
📍 Mumbai
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