Job Description

We are seeking a detail-oriented

Back Office Mutual Fund Executive

to handle operational and administrative tasks related to mutual fund investments. The role involves processing transactions, ensuring compliance, and providing back-end support.

Key Responsibilities:

Transaction Processing & Operations:

Process mutual fund transactions, including SIPs, redemptions, and switches. Ensure timely and accurate execution of investment requests.

Documentation & Compliance:

Handle KYC verification and documentation for new investors. Maintain compliance with SEBI and AMFI guidelines.

Portfolio & Report Management:

Generate and update client investment reports. Track and reconcile mutual fund transactions.

Client Support & Coordination:

Assist in resolving client queries related to investments. Coordinate with AMCs and fund houses for operational requirements.

Skills & Qualifications:

- Graduate in Commerce/Finance or related field (Preferred)
- Basic knowledge of mutual funds & financial services
- Proficiency in MS Excel and financial software
- Strong attention to detail and organizational skills
- Ability to handle multiple tasks efficiently

Why Join Us?

-Work in a fast-growing wealth management firm
-Learning opportunities in mutual fund operations
- Supportive team environment

Job Types: Full-time, Permanent

Pay: ?12,000.00 - ?14,000.00 per month

Benefits:

Health insurance Life insurance
Schedule:

Day shift
Work Location: In person