Vacancy Description
Experience: Minimum 2 years in the mutual fund / wealth-management industry
Employment type: Full-time
About the role
We are a AMFI Registered Mutual Fund Distributor. We run a financial-services practice helping clients across mutual funds, PMS, AIF, insurance, loans and tax planning meet their financial goals. We're looking for a detail-oriented Operations Executive to own the back-office for our investment products and keep our transaction, reconciliation and invoicing processes running smoothly.
Key responsibilities
- Process and track mutual fund transactions on the NSE NMF II platform; ensure timely, error-free execution.
- Handle PMS and AIF operations: client onboarding documentation, capital calls/drawdowns, fund statements, unit reconciliation and periodic reporting.
- Manage invoicing end-to-end — raising and tracking brokerage...
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