Customer Service Executive

Aurevia Investment; Hyderabad, Bengaluru; On-site; INR 550,000 - 750,000; Full time

Benefits offered by this job

NISM certification support

Job summary

Aurevia Investment is seeking an experienced client operations professional in Hyderabad to manage onboarding, transaction processing, and client inquiries for mutual fund and broking services.

The role requires deep knowledge of KYC, FATCA, Demat, CAMS/KFintech, and strong Excel skills, with NISM Series V-A certification within 90 days. Fluency in English and Telugu is preferred, with a focus on accuracy and regulatory compliance.

Qualifications

• Experience: 35 years in mutual fund or broking operations, RTA/AMC service desks, or distributor back offices.
• Strong understanding of mutual funds, stocks, NAV, SIP/STP mechanics, settlement cycles, and Demat basics.
• Hands-on familiarity with CAMS, KFintech, MFU platforms; proficiency in Excel.
• NISM Series V-A (mandatory within 90 days of joining, with employer support).
• Fluent in English and Telugu; Hindi is an advantage.
• Attributes: Accuracy under pressure, persistence in closing cases, integrity, and a clean regulatory record.
• Growth potential: Entrepreneurial mindset with readiness to evolve into a service/operations lead role as Aurevia scales.

Responsibilities

• Client Onboarding: handle KYC, FATCA, nominations, bank mandates, and Demat/trading account opening.
• Transaction Processing: execute and track mutual fund transactions and resolve failed cases.
• Client Query Handling: respond to client requests via phone, email, and WhatsApp with clear answers.
• Coordination: liaise with AMCs, RTAs (CAMS, KFintech), and Kotak Neo broking desk to close exceptions.
• Record Management: maintain clean, current client records in the CRM system.
• Reporting Support: prepare portfolio statements and review packs using Aurevias AI-assisted tools.
• Compliance Monitoring: flag irregularities promptly to ensure regulatory adherence.

Skills

Mutual funds knowledge

RTA/AMC operations

Excel

Demat basics

CAMS

KFintech

MFU platforms

Education

NISM Series V-A certification

Tools

CAMS

KFintech

MFU platforms

CRM systems

Job description

Roles & responsibilities

• Client Onboarding: Manage end-to-end onboarding including KYC, FATCA, nomination, bank mandates, Demat/trading account opening, and compliance follow-up.
• Transaction Processing: Execute and track mutual fund transactions (purchases, redemptions, switches, SIP registrations, mandates) and resolve failed/rejected cases.
• Client Query Handling: Respond to client requests via phone, email, and WhatsApp with accurate, plain-language answers on statements, folios, SIP dates, redemptions, and tax reports.
• Coordination: Liaise with AMCs, RTAs (CAMS, KFintech), and Kotak Neo broking desk to close exceptions and pending cases.
• Record Management: Maintain clean, current, and audit-ready client records in the CRM system.
• Reporting Support: Prepare portfolio statements and review packs using Aurevias AI-assisted reporting tools.
• Compliance Monitoring: Flag irregularities promptly to ensure regulatory adherence and operational integrity.

Preferred candidate profile

• Experience: 35 years in mutual fund or broking operations, RTA/AMC service desks, or distributor back offices.
• Knowledge: Strong understanding of mutual funds, stocks, NAV, SIP/STP mechanics, settlement cycles, and Demat basics.
• Technical Skills: Hands-on familiarity with CAMS, KFintech, MFU platforms; proficiency in Excel.
• Certifications: NISM Series V-A (mandatory within 90 days of joining, with employer support).
• Languages: Fluent in English and Telugu; Hindi is an advantage.
• Attributes: Accuracy under pressure, persistence in closing cases, integrity, and a clean regulatory record.
• Growth Potential: Entrepreneurial mindset with readiness to evolve into a service/operations lead role as Aurevia scales.