Role &

responsibilities:

- Trustee Board Meeting Support
- Coordinate and assist in organising Trustee Board Meetings, including agenda preparation, presentations, minutes and follow-up of action points.
- Trustee Dashboard & Reporting
- Prepare and maintain periodic dashboards covering AMC compliance, operations, risk management, investor grievances, audit observations and other key developments.
- Regulatory Compliance Monitoring
- Monitor compliance with applicable SEBI regulations and regulatory requirements, maintain compliance trackers, track statutory submissions and escalate delays or deviations to the Trustees.
- FATCA / CRS Reporting
- Monitor timely submission of FATCA / CRS reports, coordinate with relevant AMC teams and maintain submission records.
- Trustee Oversight & Coordination




- Review periodic reports received from the AMC, identify significant observations, monitor corrective actions and coordinate with relevant departments to support effective Trustee oversight.
- Documentation & Record Management
- Maintain proper records of Trustee meetings, regulatory submissions, compliance reports, correspondence and supporting documents. Preferred candidate profile:
- Minimum 5 years of experience in Finance, Financial Services or related fields.
- Preference for candidates from Mutual Fund AMC, Trustee Company or PMS backgrounds.
- Positive understanding of SEBI Mutual Fund Regulations and regulatory compliance.

📌 Trustee Officer (Mumbai)
🏢 Nj Group
📍 Mumbai