You will be part of the core Investment operations team, responsible for managing daily mutual fund operations activity and constantly contribute to the processes to achieve a seamless customer experience. The ideal candidate is expected to demonstrate strong critical thinking and prioritize time effectively according to the needs of the company.
Roles &

Responsibilities:

Onboarding new clients (KYC, account opening and order processing) and ensure responses to customer queries are as per the defined TAT

Coordinate end-to-end query resolution with multiple entities such as RTA, Payment Gateway Partners, AMCs, and customers.

Identify the issues/bugs in any processing application and get the same resolved with responsible teams

Mutual Fund AUM Reconciliation and other MIS

Continuously update knowledge on various product offering/process and regulatory changes and stay ahead of the curve for quick resolutions

Maintain positive, empathetic and professional attitude towards customers at all times

Preferences:

• 5+ years of expertise in mutual fund operations at a financial service or wealth management business is mandatory. Experience with a Fintech company will be a plus.
• Prior process adherence and client handling experience is required.
• NCFM /NISM certification in VA - Mutual Fund Distributors module will be an added advantage
• Excellent interpersonal, verbal and written communication skills is a must
• Must be a go-getter who can work efficiently with multiple teams and deliver before deadlines
• Strong analytical ability and problem solving skills with good knowledge of MS-Office
• Time management and prioritizing to meet the time sensitive deadlines.
• Strong organizational skills, attention to detail, and ability to multi-task

Skills: RTA, Nism, Order Processing, Kyc, Ncfm, Account Opening

Experience: 5.00-7.00 Years