Maintain and update client investment records and documentation
Coordinate with AMCs, PMS providers & financial institutions for account opening, transactions & query resolutions
Handle client onboarding, KYC verification & compliance documentation
Process investment applications, redemptions, switches, STPs & SIPs accurately
Prepare portfolio reports, MIS, transaction summaries and statements
Assist relationship managers in servicing high-net-worth clients (HNIs & UHNWIs)
Address client queries via email & phone professionally
Ensure accuracy in data entry and maintain confidentiality
Support audit and compliance processes
Requirements:
Bachelor's degree in Commerce/Finance/Business or related field
1-3 years of experience in financial services / mutual fund back office preferred
Good understanding of Mutual Funds, PMS & investment products
Knowledge of KYC, FATCA, CKYC & SEBI compliance rules
Strong MS Excel & documentation skills
Excellent communication & coordination abilities
Attention to detail and ability to work under timelines
Good to Have:
NISM Mutual Fund Distributor Certification (advantage)
Experience with BSE Star MF / NSE NMF / CAMS / KFintech portals
Salary:
As per industry standards
Joining:
Immediate / 30 days
Job Type: Full-time
Pay: ₹15,000.00 - ₹18,000.00 per month
Work Location: In person
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