Senior Executive - Investments Operations

About the role

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.

What you'll do

• 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

What you need

• 4–7 yrs of experience
• Mutual funds
• Customer service
• Onboarding
• KYC
• MIS reporting
• Reconciliation
• Any graduate

Good to have

• Wealth management