Senior Finance Operations Executive (MF)

Enrichwise Financial Services Pvt Ltd; Mumbai; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Professional growth opportunities

Collaborative work environment

Job summary

Enrichwise Financial Services Pvt Ltd in Thane & Navi Mumbai is seeking a Senior Mutual Fund Operations Executive. This role involves handling customer queries, maintaining transaction documentation, and executing Mutual Fund transactions. Ideal candidates should have 3-7 years of experience in finance and possess strong communication skills.

The company offers a positive work environment and professional growth opportunities. Candidates with a finance-related graduation and familiarity with the financial markets will be given preference.

Qualifications

• 3 – 7 years experience in a financial domain.
• Comfortable handling customer queries.
• Basic understanding of finance and investment.

Responsibilities

• Handle customer queries and concerns through various communication channels.
• Collaborate with team members for efficient customer service.
• Maintain documentation of customer interactions and transactions.
• Execute and process Mutual Fund transactions.
• Monitor and report on investment portfolios.

Skills

Basic written and verbal communication skills

Familiarity with open office applications, MS Word, and Excel

Knowledge of Financial & Securities market

NISM Series 5 A Certification

Education

Graduation in finance related stream or Bcom, BBI, BFM

Job description

Location: Thane & Navi Mumbai

Industry: Wealth Management

Experience: 3 – 7 years (No freshers please)

We are looking for Senior Mutual Fund Operations Executives to join our team. If you are from a financial domain, understand the world of finance, or have done professional courses in finance and are interested in Wealth Management, Exposure to Stock Market Investment, Insurance & Taxation then you will love this position.

Key Responsibilities

• Handle customer queries and concerns through various communication channels. Provide accurate and timely information to customers.
• Collaborate with team members to ensure efficient customer service.
• Maintain documentation of customer interactions and transactions.
• Execution and processing of Mutual Fund transactions (purchase, redemption, SIP, SWP, STP, etc.) Client onboarding and KYC verification.
• Monitoring and reporting investment portfolios.

Skills Required

• Basic written and verbal communication skills.
• Familiarity with open office applications, MS Word, and Excel.
• Graduation in finance related stream or Bcom, BBI, BFM
• NISM Series 5 A Certification is a plus and will be given preference Knowledge of Financial & Securities market and Insurance

Salary

As per Company Std. Professional growth opportunities. Positive and collaborative work environment.

If you are ready to embark on a rewarding career in customer service and meet the eligibility criteria.