Candidate shall be responsible for:
• Handling Mutual Funds division and end to end operations of MF trade processing.
• MF corporate action process like dividend Pay-out /dividend reinvestment issue to clients by coordinating with RTA/AMC.
• Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
• Coordination with RTA/ Other Vendors.
• Smooth Branch coordination
- to ensure minimal complaints and quick resolution.
• Handling various day to day transaction activities.
• Processing of Applications for new Accounts.
• Support to RM’s regarding transactions, Portal, and Funds reconciliation.
• Administrative support for all data entry on daily basis with MS Excel.
• Reconciliation of brokerage with co-ordination with AMC / RTA.
• Processing all service requests and follow up for updating of demographic changes.
• Processing of Non MF Transactions Requirements Graduate
• 3+years of experience in Operations
• Have excellent command over English.
• Should have strong internal communication and coordination skills.
• Preferable to have experience on KYC and Mutual Fund transact
📌 Operations - Wealth (India)
🏢 Equirus
📍 India