Job Description

Candidate shall be responsible for:

• Handling Mutual Funds division and end to end operations of MF trade processing. • MF corporate action process like dividend Pay-out /dividend reinvestment issue to clients by coordinating with RTA/AMC. • Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc. • Coordination with RTA/ Other Vendors. • Smooth Branch coordination - to ensure minimal complaints and quick resolution. • Handling various day to day transaction activities. • Processing of Applications for new Accounts. • Support to RM’s regarding transactions, Portal, and Funds reconciliation. • Administrative support for all data entry on daily basis with MS Excel. • Reconciliation of brokerage with co-ordination with AMC / RTA. • Processing all service requests and follow up for updating of demographic changes. • Processing of Non MF Transactions

Requirements

Graduate • 3+years of experience in Operations • Have great command over English. • Should have strong internal communication and coordination skills. • Preferable to have experience on KYC and Mutual Fund transact


Job Details

Role Level: Associate Work Type: Full-Time
Country: India City: Ahmedabad ,Gujarat
Company Website: equiruswealth.com Job Function: Operations Management
Company Industry/
Sector:
Financial Services

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