Job Description

Key Responsibilities

Handle

end-to-end client onboarding

, KYC, account opening, and UCC creation across MF, PMS, AIF, and broking platforms. Coordinate with

AMCs, brokers, RTA (CAMS/Karvy), and custodians

for execution of transactions, redemptions, switches, and corporate actions. Manage

SIP/STP/SWP registrations, reconciliations, and renewals

. Track and ensure

timely settlement of trades, payouts, and reporting

. Maintain accurate records of client investments in internal systems/CRM. Support

compliance, audit, and regulatory reporting requirements

. Resolve client queries related to statements, transactions, and operational issues. Coordinate with Relationship Managers and Research team for smooth workflow. Ensure

zero error in data entry, MIS reporting, and daily operational tasks

.
Job Type: Fresher

Pay: Up to ₹15,000.00 per month

Application Question(s):

"Have you directly handled mutual fund / PMS / AIF / equity back-office operations (such as KYC, account opening, SIP/STP/SWP registrations, transaction processing, and reconciliations) in your previous role?"
Work Location: In person