Mutual Funds/Asset Management - Operations, Client Servicing Executive

The-Search-House; New Delhi; On-site; INR 300,000 - 500,000; Full time

Benefits offered by this job

Work from Office

Job summary

The-Search-House invites applications for a Mutual Funds/Asset Management - Operations, Client Servicing Executive role in Delhi. The candidate will coordinate with clients, handle reports, online/offline transactions, and provide operation services, with 1–8 years of relevant experience.

The role involves onboarding, fee payments, vendor payments, and maintaining accounts while ensuring regulatory compliance. Strong English communication is essential, and the position is office-based.

Qualifications

• 1–8 years of experience in client servicing or operations within mutual funds or financial services.
• Experience with onboarding, fee payment, and vendor payments.
• Good written and spoken English communication.

Responsibilities

• Assist with client servicing regarding reports, online and offline transactions, and operation services.
• Support onboarding, fee payments, and vendor payments; maintain accounts and ensure compliance.
• Manage internal software used for reporting.
• Be flexible with various operations roles as needed.

Skills

Presentable

Interpersonal skills

Quick learner

Job description

Mutual Funds/Asset Management - Operations, Client Servicing Executive

Experience : 1 to 8 yearsSalary ₹ 300000 - 500000 LPAClient Coordination Role in Mutual Funds Industry

• Client Coordination Role in a Fintech/NBFC/Mutual Fund/ Investment company
• Assisting with client servicing regarding reports, online and offline transactions, and operation services
• Assisting clients with onboarding, fee payment, and making vendor payments - Maintain accounts and manage compliances
• Manage internal software for reporting
• Should be flexible with any kind of operations role
• Min 1 Year and Max 8 Years
• Client Coordination Role in Mutual Funds Industry
• Good written and spoken English communication

• Client Coordination Role in a Fintech/NBFC/Mutual Fund/ Investment company
• Assisting with client servicing regarding reports, online and offline transactions, and operation services
• Assisting clients with onboarding, fee payment, and making vendor payments - Maintain accounts and manage compliances
• Manage internal software for reporting
• Should be flexible with any kind of operations role
• Min 1 Year and Max 8 Years
• Client Coordination Role in Mutual Funds Industry
• Good written and spoken English communication

Skills :

Presentable; good interpersonal skills; quick learner

Miscellaneous Details:

• Work from Office Role
• Mon to Fri full day working (9:30 AM to 6:30 AM) and Saturday half day working

Company Profile :

Our client is a fast-growing fintech firm with unique, client-centric, and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, it is a SEBI Registered Investment Adviser (RIA) which provides professional, unbiased, and personalized investment management solutions at an affordable cost