Mutual Fund Operations Support Intern (Panipat)

Mutual Fund Operations Support Intern (Panipat)

08 Oct
|
Finovestedge Distributions
|
Panipat

08 Oct

Finovestedge Distributions

Panipat

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.

Key Responsibilities:

- 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 professionally
- Track pending items and follow up until closure

Requirements:

- Graduate or final-year student (B.Com / BBA preferred)
- Freshers welcome; 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
- Clear 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)
Work Location: In person, 1302, Recent Housing Board Colony, Panipat, Haryana – 132103

For queries: [email protected] | WhatsApp +91-XXXXXXXXXX

Pay: ₹10,000.00 - ₹15,000.00 per month

Application Question(s):

- Can you reliably commute to Panipat?
- Is the ₹10,000–15,000 stipend acceptable?

Education:

- Bachelor's (Preferred)

Work Location: In person

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: mutual fund operations support intern (panipat) / panipat

Subscribe to this job alert:

Get the latest job offers by email for: mutual fund operations support intern (panipat) / panipat