You will be part of the core Investment operations team, responsible for managing daily mutual fund operations activity and constantly contribute to the processes to achieve a seamless customer experience. The ideal candidate is expected to demonstrate strong critical thinking and prioritize time effectively according to the needs of the company.

Roles & Responsibilities:
- Onboarding new clients (KYC, account opening and order processing) and ensure responses to customer queries are as per the defined TAT
- Coordinate end-to-end query resolution with multiple entities such as RTA, Payment Gateway Partners, AMCs, and customers.
- Identify the issues/bugs in any processing application and get the same resolved with responsible teams
- Mutual Fund AUM Reconciliation and other MIS
- Continuously update knowledge on various product offering/process and regulatory changes and stay ahead of the curve for quick resolutions
- Maintain positive, empathetic and professional attitude towards customers at all times

Preferences:




- 3+ years of expertise in mutual fund operations at a financial service or wealth management business is mandatory. Experience with a Fintech company will be a plus.
- Prior process adherence and client handling experience is required.
- NCFM /NISM certification in VA - Mutual Fund Distributors module will be an added advantage
- Excellent interpersonal, verbal and written communication skills is a must
- Must be a go-getter who can work efficiently with multiple teams and deliver before deadlines
- Strong analytical ability and problem solving skills with valuable knowledge of MS-Office
- Time management and prioritizing to meet the time sensitive deadlines.
- Strong organizational skills, attention to detail, and ability to multi-task

Vittam An EduFund Company
Vittam is a newly launched business vertical of EduFund, focused on B2B Mutual Fund distribution and the IFA (Independent Financial Advisor) ecosystem. Already live with 200+ active partners, Vit

📌 Senior Executive (Mumbai)
🏢 EduFund
📍 Mumbai