About 79th East

79th East Private Limited is a Hyderabad-based wealth management and investment services firm offering solutions across Mutual Funds, Portfolio Management Services (PMS), Equities, Bonds and other investment products. We are seeking an experienced operations professional to manage client onboarding, transactions, documentation, servicing and coordination with AMCs, RTAs, PMS providers, brokers and internal teams.

Role Snapshot

Location: Ameerpet, Hyderabad
Experience: 2-5 Years
Salary: Up to Rs. 6 LPA, based on experience and expertise
Employment: Full time | On-site
Department: Wealth Management Operations

Key Responsibilities

Mutual Fund Operations
• Handle client onboarding, KYC, FATCA/CRS, folio creation and documentation.
• Process Mutual Fund purchases, additional investments, redemptions and switches.
• Manage SIP, STP, SWP and NACH/e-Mandate registrations, modifications and cancellations.
• Use CAMS, KFintech, BSE StAR MF / MFU; monitor allotments, rejections and pending transactions.




• Coordinate with AMCs and RTAs to resolve transaction and investor service queries.

PMS Operations
• Handle PMS client onboarding, documentation and account opening.
• Coordinate PMS investments, additional investments, withdrawals and redemptions, and other client requests.
• Liaise with PMS providers, custodians and depositories; track transactions, statements and portfolio reports.

Equity Operations
• Coordinate equity and demat account opening, KYC and documentation with brokers and depository participants.
• Support processing and tracking of equity buy/sell instructions, fund transfers and trade confirmations under approved procedures.
• Track contract notes, holdings, transaction statements, settlement status and corporate action and service requests.
• Coordinate with brokers, depository participants and internal teams to resolve order, settlement, demat and client servicing queries.

Client Servicing, Reconciliation and MIS
• Support Relationshi

📌 Back Office Executive (Ameerpet)
🏢 79th East Pvt
📍 Ameerpet