Job Profile

1. Handle day-to-day business operations following defined systems and standard processes.

2. Manage client documentation, KYC, and regulatory compliance across all investment products.

3. Execute mutual fund transactions via platforms like MFU, NSE MF, etc.

4. Complete Back office of the Investment functions including updating and maintaining the reporting software.

5. Coordinating with Mutual funds/PMS providers and other platform providers such as MFU, BSE and NSE MF etc.

6. Coordinate with AMCs, PMS providers, and transaction platforms for operational execution and issue resolution.

7. Communicate with clients via phone and email for servicing requests and handholding on platform usage.

8. Reconcile investor transactions, prepare MIS reports, and generate capital gain and holding statements.

9. Manage non-financial service requests like nominee updates, bank changes, and address modifications.

10. Collaborate with internal teams to ensure timely service delivery, compliance management, and operational excellence.

📌 Operation Executive (Pune)
🏢 Kirat Capital Services
📍 Pune