Assistant Manager, Mutual Fund Branch Operations

The Investment Trust of India (ITI); Indore District; On-site; INR 450,000 - 700,000; Full time

Job summary

The Investment Trust of India (ITI) in Indore invites applications for a Branch Operations role. You will process transactions, ensure strict time-stamping, and resolve NIGO cases while supporting the Sales team with brokerage and NFO campaigns.

Giants of mutual fund operations, the role requires 1+ year experience, a Graduate or Post-Graduate degree, and NISM Series V A certification. Join the team for structured growth in a dynamic environment.

Qualifications

• 1+ year of experience in Branch Operations with mutual fund companies, RTAs, or MF distributors.
• Graduate or Post-Graduate degree required.
• NISM Series V A certification is mandatory.

Responsibilities

• Process and accept transactions following prescribed guidelines.
• Adhere to transaction time-stamping rules strictly.
• Resolve QRC cases promptly and perform outbound calls as per standards.
• Support Sales with brokerage structure, empanelment, and NFO campaigns.
• Manage branch administration, invoices, and related expenses.
• Maintain up-to-date product knowledge and implement notices/addendums.
• Reprocess and resolve NIGO applications within defined timelines.

Skills

Customer Orientation

Interpersonal Skills

Communication Skills

Team Player

New Initiatives

Education

Graduate or Post-Graduate

Job description

Key Responsibilities:

• Process and accept transactions in accordance with the prescribed operational guidelines.
• Ensure strict adherence to transaction time-stamping guidelines.
• Ensure timely resolution of QRC cases and conduct outbound calls as per the defined service standards.
• Provide operational support to the Sales team, including brokerage structure assistance, distributor empanelment support, outbound calling for NFO campaigns, and other sales-related activities.
• Manage branch administration, including processing vendor invoices and branch-related expenses.
• Acquire and maintain up-to-date knowledge of products, new features, notices, circulars, and addendums, and ensure their effective implementation.
• Reprocess and resolve Not in Good Order (NIGO) applications within the defined turnaround time.

Qualification Criteria:

• 1+ Years of Experience in Branch Operations with Mutual Fund company or RTA or MFD
• Graduate or Post-Graduate
• NISM Series V A certified

Skill Sets:

• Customer Orientation
• Good Interpersonal & Communication skills
• Team Player
• Contribute through New Initiatives