Operations Executive

R9 Wealth; Ghaziabad District; On-site; INR 320,000 - 520,000; Full time

Job summary

R9 Wealth is seeking an Operations Executive to manage backend financial operations, ensuring smooth processing of client transactions and regulatory compliance.

The role focuses on KYC processing, mutual fund transactions, and coordination with RTAs and AMCs, serving as a liaison between clients and internal teams.

Qualifications

• Graduate with B.Com or BBA preferred.
• Basic understanding of mutual funds and KYC.
• Familiar with KRA portals, CAMS and KFintech is a plus.
• Proficient in MS Excel and basic computer skills.
• Strong communication and coordination abilities.
• High attention to detail and accuracy.

Responsibilities

• Handle client KYC processing (new registrations and modifications) through KRA portals.
• Process mutual fund transactions (SIP, Lump sum, Redemption, and Switch).
• Coordinate with RTAs and AMCs (CAMS, KFintech).
• Verify client documents (PAN, Aadhaar, bank details).
• Maintain client records and MIS reports.
• Resolve transaction-related issues and queries.
• Ensure regulatory and internal standards compliance.

Skills

KYC processing

Mutual funds

MS Excel

Communication

Coordination

Education

B.Com / BBA

Tools

KRA portals

CAMS

KFintech

Job description

Job Summary

The Operations Executive will play a crucial role in managing backend financial operations, ensuring smooth processing of client transactions, and maintaining compliance with regulatory requirements. This role requires a highly detail-oriented and organized individual who can handle multiple operational tasks efficiently while maintaining accuracy and data integrity.

The candidate will be responsible for managing KYC processes, mutual fund transactions, and coordinating with RTAs and AMCs. They will also act as a bridge between clients and internal teams, ensuring seamless execution of financial operations and quick resolution of any transaction-related issues. This role is ideal for someone looking to build a strong foundation in financial operations and investment services.

Responsibilities

• Handle client KYC processing (new registrations and modifications) through KRA portals
• Process mutual fund transactions including SIP, Lumpsum, Redemption, and Switch requests
• Coordinate with RTAs such as CAMS and KFintech, and various AMCs
• Verify and validate client documents (PAN, Aadhaar, bank details, etc.)
• Maintain accurate client records, documentation, and MIS reports
• Resolve operational issues and client queries related to transactions
• Ensure compliance with regulatory and internal operational standards

Requirements

• Graduate (B.Com / BBA preferred)
• Basic understanding of Mutual Funds and KYC processes
• Familiarity with KRA portals, CAMS, and KFintech is an added advantage
• Proficiency in MS Excel and basic computer skills
• Strong communication and coordination abilities
• High attention to detail and accuracy

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.