Roles & responsibilities
Client Onboarding: Manage end-to-end onboarding including KYC, FATCA, nomination, bank mandates, Demat/trading account opening, and compliance follow-up.
Transaction Processing: Execute and track mutual fund transactions (purchases, redemptions, switches, SIP registrations, mandates) and resolve failed/rejected cases.
Client Query Handling: Respond to client requests via phone, email, and WhatsApp with accurate, plain-language answers on statements, folios, SIP dates, redemptions, and tax reports.
Coordination: Liaise with AMCs, RTAs (CAMS, KFintech), and Kotak Neo broking desk to close exceptions and pending cases.
Record Management: Maintain clean, current, and audit-ready client records in the CRM system.
Reporting Support: Prepare portfolio statements and review packs using Aurevias AI-assisted reporting tools.
Compliance Monitoring: Flag irregularities promptly to ensure regulatory adherence and operational integrity.





Preferred candidate profile
Experience: 35 years in mutual fund or broking operations, RTA/AMC service desks, or distributor back offices.
Knowledge: Robust understanding of mutual funds, stocks, NAV, SIP/STP mechanics, settlement cycles, and Demat basics.
Technical Skills: Hands-on familiarity with CAMS, KFintech, MFU platforms; proficiency in Excel.
Certifications: NISM Series V-A (mandatory within 90 days of joining, with employer support).
Languages: Fluent in English and Telugu; Hindi is an advantage.
Attributes: Accuracy under pressure, persistence in closing cases, integrity, and a clean regulatory record.
Growth Potential: Entrepreneurial mindset with readiness to evolve into a service/operations lead role as Aurevia scales.

📌 Customer Service Executive Bengaluru
🏢 Aurevia Investment
📍 Bengaluru