Experience: 1–3 Years (Freshers with relevant knowledge may also apply)
Key Responsibilities:
- Handle day-to-day mutual fund operational activities.
- Process and coordinate purchase, redemption, switch, SIP, STP, SWP and other mutual fund transactions.
- Handle client KYC, folio creation, modification and documentation.
- Coordinate with AMCs, RTA (CAMS/KFintech), BSE Star MF and other platforms for transaction-related matters.
- Verify client documents and ensure accuracy of transaction details.
- Track pending transactions and resolve operational issues within timelines.
- Maintain proper records of client transactions and operational documents.
- Handle folio consolidation, transmission, nominee updates, bank mandate changes and other service requests.
- Coordinate with Relationship Managers and clients for required documents and transaction completion.
- Prepare MIS and daily/monthly operational reports.
- Ensure compliance with applicable mutual fund operational and regulatory requirements.
Required Skills:
- Good knowledge of Mutual Funds and basic investment products.
- Knowledge of BSE Star MF, CAMS, KFintech and MF Central will be an advantage.
- Good communication and coordination skills.
- Strong attention to detail and accuracy.
- Good knowledge of MS Excel and email communication.
- Ability to manage multiple tasks and meet deadlines.