Position: Operations Executive (Mutual Funds)

Location: Lucknow (On-site)

Employment Type: Full-Time

About V6 Arthgyan LLP:

V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor, serving investors since 2006. Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual funds, alternative investment products, and simplifying personal finance to help individuals and families achieve their financial goals. We are committed to delivering exceptional client service through efficient operations, compliance, and technology-driven processes.

Job Summary:

We are seeking a proactive and detail-oriented Operations Executive to manage day-to-day operational activities across Mutual Funds, Insurance, and Fixed Deposits. The role involves transaction processing, client onboarding, documentation, operational coordination, CRM management, reporting, and client servicing. The ideal candidate should possess strong organizational skills, attention to detail, and the ability to coordinate effectively with clients, Relationship Managers, and financial institutions to ensure timely and error-free execution of operational processes.

Key Roles and Responsibilities:

- Manage day-to-day operational activities to ensure smooth and efficient business processes.
- Support front-office and administrative activities as required to ensure seamless client experience and office operations.
- Coordinate with internal teams, clients,



and external partners for the timely execution of operational and service-related activities.
- Maintain accurate records, documentation, and internal systems in compliance with organizational standards.
- Monitor operational workflows, track pending tasks, and ensure timely resolution of requests.
- Provide prompt and professional support to clients by addressing service queries and coordinating operational requirements.
- Prepare and maintain operational reports, MIS, and other business trackers to support decision-making.
- Ensure adherence to internal processes, quality standards, and turnaround timelines across all assigned responsibilities.

Skills and Competencies:

- Good understanding of Mutual Fund operations and back-office processes
- Solid attention to detail and accuracy
- Valuable organisational and time-management skills
- Strong verbal and written communication
- Ability to coordinate within the team and manage multiple tasks
- Problem-solving and follow-up skills
- High level of integrity and confidentiality

Qualification and Preferred Experience:

- Graduate in Commerce, Finance, Business Administration, or a related field.
- 6 months –1 year of experience in Mutual Fund Operations, Financial Services Operations, Back Office, or a similar role.
- NISM Series V-A certification is preferred.
- Familiarity with financial services platforms, CRM, or operational systems is preferred.

Apply or send your resume to [email protected]

📌 Mutual Funds Operations Executive (Lucknow)
🏢 V6 ARTHGYAN
📍 Lucknow