Mutual Fund Operations and Insurance Executive - Bengaluru
BengaluruFull-time2–10 yrsPosted 1 week ago
Mid-level finance role at Neuraleap Technologies (Super Scholar) in Bengaluru. Needs 2+ years and an MBA or B.Com.
About the role
We are looking for a dependable and detail-oriented professional to manage mutual fund operations, support insurance and fixed-income execution, and ensure that every client request is completed accurately and on time. This is a hands-on role that works closely with the client-facing team, clients, AMCs, insurers, and other service partners.
What you'll do
- Process and track mutual fund transactions through the NSE NMF platform and, where required, through physical applications
- Coordinate with AMCs and other service partners to ensure smooth and timely transaction processing
- Execute investment plans and client requests, including purchases, redemptions, switches, SIPs, and related operational requirements
- Track SIP closures and pending requests, follow up for completion, and keep concerned team members informed
- Handle non-routine transactions such as transmission, minor-to-major changes, tax-status changes, change of broker, and gifting or transfer of units
What you need
- Mutual funds
- Insurance
- KYC
- CRM
- Onboarding
- Wealth management
Good to have
- Capital markets
- MIS reporting