Job Description

We are seeking a detail-oriented and knowledgeable professional to join our mutual fund operations team. The ideal candidate will be responsible for handling mutual fund transactions, ensuring compliance with regulatory requirements, and processing KYC forms for new and existing clients.

Key Responsibilities

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Process and verify mutual fund transactions including purchases, redemptions, switches, and SIP registrations. Review and validate KYC documentation in line with SEBI/AMFI guidelines. Maintain accurate records of client documentation and ensure timely data entry in CRM and fund platforms. Liaise with RTAs (like CAMS, Karvy/KFintech) and AMCs for processing applications and resolving discrepancies. Provide operational support to relationship managers and advisors regarding client onboarding and investment queries. Ensure all activities comply with relevant regulations and internal compliance standards. Handle client communication regarding account status, KYC updates, and transaction confirmation. Assist with periodic audits and compliance reviews.

Key Skills & Requirements

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Good understanding of mutual fund products and industry operations. Working knowledge of KYC/CKYC processes and documentation requirements. Familiarity with platforms like BSE Star MF, NSE NMF II, or MF Utility. Proficiency in MS Excel and financial CRMs.
Job Type: Full-time

Pay: ₹10,189.18 - ₹20,000.00 per month

Work Location: In person