About the role

We are looking for a dependable and detail-oriented professional to manage mutual fund operations, support insurance and fixed-income execution, and ensure that every client request is completed accurately and on time. This is a hands-on role that works closely with our client-facing team, clients, AMCs, insurers and other service partners.

The right person will be comfortable with process-driven work, take ownership of follow-ups and records, and communicate with clients patiently and clearly.

Key responsibilitiesMutual fund operations

· Process and track mutual fund transactions through the NSE NMF platform and, where required, through physical applications.

· Coordinate with AMCs and other service partners to ensure smooth and timely transaction processing.

· Execute investment plans and client requests, including purchases, redemptions, switches, SIPs and related operational requirements.

· Track SIP closures and pending requests, follow up for completion, and keep the concerned team members informed.

· Handle non-routine transactions such as transmission, minor-to-major changes, tax-status changes, change of broker, and gifting or transfer of units.

· Maintain complete and accurate operational records for wealth-management and financial-planning clients in Zoho CRM and tally with Investwell Mint back-office systems.

Insurance and fixed-income support

· Support insurance policy processing, renewals and client handholding in coordination with the internal team.

· Assist clients with policy maturity requirements and coordinate with relationship managers at LIC, ICICI Prudential Life, HDFC Life and other insurers, as applicable.





· Manage the application, renewal and onboarding process for fixed-income products such as fixed deposits and eligible bonds, including REC products.

Client servicing and records

· Guide clients through KYC, mandate and ACH registration, documentation, and other transaction requirements.

· Communicate with clients through email, telephone and WhatsApp for transaction execution, follow-ups and status updates.

· Respond to operational queries directly or coordinate with the client-facing team for timely resolution.

· Keep client data, application forms and supporting documents updated and well organised across Zoho CRM, Investwell Mint and office records.

· Update transactions in the MIS and CRM, reconcile them with the back-office records, and prepare periodic client-wise reports.

Office coordination

· Support routine administrative work that arises in the normal course of business, including petty-cash records and office stationery.

· Coordinate client birthday greetings and similar client-service activities.

· Coordinate new empanelments and operational requirements for PMS, AIF, SIF and GIFT City offerings.

· Generate and maintain brokerage invoices for PMS and AIF transactions, where applicable.

What we are looking for





· A graduate in Commerce, an MBA, or a related qualification.

· Two to four years of relevant experience with a mutual fund distributor, wealth-management firm, AMC or a similar organisation is preferred.

· Strong working knowledge of Microsoft Excel is essential.

· Experience with NSE NMF, Investwell Mint and Zoho CRM will be an advantage. Experience with any MF online platform and any back office is must.

· Positive spoken and written communication skills in English; working knowledge of Hindi and Kannada is preferred.

· High attention to detail and comfort with accurate, process-oriented work.

· A client-service mindset, patience in follow-ups and the ability to take ownership until a task is completed.

· Ability to organise multiple requests, meet timelines, maintain confidentiality and work well with a team.

About Gaining Ground

Gaining Ground Investment Services Private Limited is a Bengaluru-based investment-services firm. We help individuals and families plan and manage their investments through a personalised, long-term approach that goes beyond conventional financial planning and investment management.

We are a forward-looking, technology-enabled and process-oriented organisation, managing more than ₹500 crore in mutual fund assets. Our work is guided by a simple purpose: to make a meaningful difference in our clients’ financial lives. We value learning, responsible ownership and collaboration, and aim to create genuine opportunities for our team members to grow.

To apply

Kshitija Shete | 98455 43130 | [email protected]

📌 Senior MF & Insurance Operation Executive (Bengaluru)
🏢 Gaining Ground Investment Services
📍 Bengaluru