Company Description mNivesh is one of the leading mutual fund distributors in India, consistently ranking among the top firms in Delhi. Since 2006, the company has focused on helping clients build diversified portfolios across mutual funds and other financial instruments such as stocks, insurance, fixed deposits, bonds, and debentures. mNivesh currently manages approximately 450–475 crore INR in assets under management (AUM), entirely in mutual funds.

The organization is committed to providing consistent, high-quality service to clients regardless of where they are located, supporting them in achieving their financial milestones.

Role Description This is a full-time, on-site Mutual Fund Operations role based in Delhi, India. The role involves handling day-to-day operational activities related to mutual fund transactions, including processing purchases, redemptions, switches, and systematic plans, and ensuring accurate and timely documentation.

The team member will coordinate with asset management companies, registrars, and internal stakeholders to resolve queries, reconcile data, and maintain up-to-date client records. The role includes monitoring regulatory and compliance requirements, generating reports on AUM and client portfolios, and supporting the sales and advisory teams with operational inputs.



The position requires careful attention to detail, strong organizational abilities, and consistent follow-through on client servicing and back-office tasks.

Qualifications

- Strong knowledge of mutual fund products, transactions, and operational processes, with a solid understanding of financial markets and investment concepts.
- Proficiency in MS Excel and other office productivity tools, and comfort working with financial software, back-office systems, and data reconciliation.
- Attention to detail, numerical accuracy, and the ability to manage documentation, records, and reporting with high standards of quality.
- Effective communication and interpersonal skills for coordinating with clients, asset management companies, and internal teams.
- Ability to work in office in a fast-paced environment, manage multiple operational tasks, and meet timelines with minimal supervision.
- Understanding of compliance and regulatory requirements in the Indian mutual fund and financial services industry.
- Relevant academic background such as a bachelor’s degree in finance, commerce, business, or a related field; NISM mutual fund certifications are an advantage.
- Prior experience in mutual fund operations, back-office, or distribution will be considered a strong plus.

📌 Mutual fund operations (Delhi)
🏢 mNivesh
📍 Delhi