Operations Executive - Mutual Funds

Param Investopedia; Mumbai; On-site; INR 400,000 - 800,000; Full time

Job summary

Param Investopedia in Mumbai seeks a detail-oriented professional to support new client onboarding, daily transaction execution, and client query resolution within mutual fund operations.

You will generate MIS reports, implement new processes, and ensure data accuracy while maintaining strong English communication and Excel proficiency.

Qualifications

• NISM V-A MF Certification required.
• Strong understanding of mutual fund operations.
• Advanced Excel skills and good English communication.

Responsibilities

• New Client Account Creation Onboarding
• Executing Daily Transactions
• Client Query Resolution
• Generating periodical MIS
• Updating and Implementing new processes

Skills

Mutual Fund Operations

English proficiency

Attention to detail

Team player

Education

NISM V-A MF Certification

Tools

Excel

Job description

Job Profile Responsibilities

• New Client Account Creation Onboarding
• Executing Daily Transactions
• Client Query Resolution
• Generating periodical MIS
• Updating and Implementing new processes

Key Performance Indicator

• AUM data sanity
• Zero Error, Timely Execution

Qualifications

• NISM V-A MF Certification
• Indepth understanding of Mutual Fund Operations
• Tech adaptability, Advanced working knowledge of Excel, Good written and spoken English

Desired Candidate Profile

• Willingess to make a long term career in Personal Finance
• Atrributes of Trust, Integrity, Knowledge, Excellence, and Customer Focus
• Willgness to Learn, Attention to Detail, Team Player
• Age of 30+
• Minimum 3 years work experince
• Residing in western suburbs of Mumbai