Mutual Fund- Operation Executive Company: Wealthright Investment Services LLP Job Location: Jalpaiguri, West Bengal, India Employment Type: Full-time Experience Required: 1 - 3 years Salary: 15K25K a month : Operations Executive Mutual Fund Company : Wealth Right Investment Services Location: Jalpaiguri Employment Type: Full-time About Wealth Right Investment Services- Wealth Right Investment Services is a clientcentric wealth management and financial advisory firm committed to delivering comprehensive investment solutions. We specialise in Mutual Funds, Insurance, Bonds, and holistic financial planning services. We are looking for a agile and detailoriented Operations Executive to join our growing team and support our backoffice and client service operations.

Role Overview : The Operations Executive will be responsible for endtoend mutual fund operational activities, client servicing, transaction processing, coordination with RTAs/AMCs, and ensuring smooth execution of daily business operations. This role requires strong attention to detail, analytical ability, and excellent communication skills.

Key Responsibilities 1.

Mutual Fund

Operations &

- Transaction Processing Process purchase, redemption, SIP, SWP, STP, and switch transactions across AMCs. Verify client documents and ensure compliance with regulatory requirements (KYC, FATCA, CKYC, Risk Profile, etc.). Coordinate with AMCs, RTAs (CAMS, KFin, etc.) for transaction status, corrections, and updates. Monitor and execute SIP registrations, NACH mandates, cancellations, and modifications. Handle portfolio uploads, transaction feeds, and reconciliations. 2.

Client

Servicing &

- Support Address client queries on portfolio, NAV,



transaction status, and statements. Generate and share account statements, capital gain reports, and portfolio summaries. Assist clients with MF account opening, KYC registration, and documentation. Provide proactive follow-up for pending requirements and client onboarding.
- Operations &
- Back-office Management Maintain records of all executed transactions and client communications. Reconcile daily business data between platforms, AMCs, and internal systems. Prepare MIS reports, performance reports, and business dashboards. Coordinate with internal teams (advisory, sales, compliance) for smooth workflow.
- Compliance &
- Regulatory Adherence Ensure adherence to SEBI, AMFI, and company compliance guidelines. Maintain updated records for audits and internal compliance checks. Assist in documentation and reporting related to regulatory requirements.

Required Skills &

Qualifications Bachelors degree in Finance, Commerce, Business Administration, or related field. 13 years of experience in mutual fund operations, financial services, or wealth management. Strong knowledge of mutual fund products, RTAs, KYC norms, and MF platforms. Proficiency in MS Excel, MS Office, and financial software (MF Utility, NSE NMF II, etc.). Excellent communication, coordination, and analytical abilities. Attention to detail with strong organizational skills.

Preferred Skills NISM Series V-A Mutual Fund Distributor Certification (preferred).

Experience with financial CRM tools or portfolio management platforms. Familiarity with digital investment platforms and APIs.

Key Competencies

Client-first approach Problem-solving ability Multi-tasking and time management .

Industry

BFSI

📌 Mutual Fund- Operation Executive (Jalpaiguri)
🏢 Wealthright Investment Services
📍 Jalpaiguri