Mutual Fund Operations Support Intern (Panipat)

Mutual Fund Operations Support Intern (Panipat)

06 Oct
|
Finovestedge
|
Panipat

06 Oct

Finovestedge

Panipat

We're Hiring: Mutual Fund Operations Support Intern
? 1302, New Housing Board Colony, Panipat – 132103 | Full-time Internship | Work from Office
Finovestedge Distribution Private Limited is an AMFI-registered mutual fund distribution firm serving families, business owners, salaried professionals and NRIs. We help investors make better long-term decisions — "Creating Edge Beyond Behaviour."
We're looking for a detail-oriented Operations Support Intern who wants to learn mutual fund operations from the ground up.
What you'll do:
• Assist in processing mutual fund transactions — purchases, redemptions, switches, SIPs, STPs and SWPs — on BSE StAR MF, NSE NMF II and AMC/RTA portals
• Support client onboarding: KYC, FATCA, nominee updates, bank mandates and change requests
• Coordinate with CAMS, KFintech and AMCs on transaction and servicing issues
• Download and organise client statements, CAS and transaction reports
• Maintain client records and task trackers in our internal systems
• Help prepare data for portfolio reviews and client meetings
• Respond to client queries over phone,



WhatsApp and email in a professional manner
• Track pending items and follow up until closure

What we're looking for:
• Graduate or final-year student (B.Com / BBA preferred)
• Freshers welcome — prior exposure to mutual funds, banking or financial services is a plus
• NISM Series V-A certification preferred (or willingness to clear it during the internship)
• Basic working knowledge of Excel / Google Sheets
• Explicit communication in Hindi and English
• Careful, organised, and comfortable handling client data confidentially
• Genuine interest in personal finance and investing

What you'll gain:
• Hands-on training in end-to-end mutual fund operations
• Work closely with a Chartered Accountant-led team
• Support for NISM certification
• Opportunity to convert to a full-time role based on performance

Stipend: ₹10,000 – ₹15,000 per month (based on skills and performance)
Location: Panipat, Ha

📌 Mutual Fund Operations Support Intern (Panipat)
🏢 Finovestedge
📍 Panipat

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