01Overview
Key Responsibilities
Process mutual fund transactions (Purchase, Redemption, SIP, STP, and SWP).
Coordinate with AMCs, CAMS, and KFintech for transaction processing.
Verify client documents and maintain accurate records.
Prepare and submit mutual fund forms and related documents.
Generate MIS reports and ensure data accuracy.
Interact with clients to resolve queries and provide updates on their transactions.
Support the advisory team with day-to-day operational activities.
Assist in managing the day-to-day office operations and administrative tasks.
Ensure compliance with SEBI and AMFI guidelines.
Requirements
510 years of experience in financial services.
Graduate in Commerce, Finance, or any related field.
Experience in mutual fund, stock broking, bonds, AIF (Alternative Investment Funds), PMS, or wealth management.
Experience in directly interacting with clients and resolving their queries.
Knowledge of CAMS, KFintech, and AMC portals is preferred.
Good communication and customer handling skills.
Proficiency in MS Excel, Word, and Outlook.
Strong attention to detail and organisational skills.
Compensation: 20,000.00 - 40,000.00 per month
Work Location: In person .
