Associate - Investment Operations

AssetPlus

AssetPlus

Role Overview:

As an Operations Intern, you will support our operations team in executing daily processes that power

India’s leading digital wealth distribution ecosystem. From KYC verification to transaction reconciliation

and stakeholder coordination, you'll gain real-world fintech experience while contributing to the smooth

functioning of our operational backbone.

Responsibilities:

• Accurately categorise and enter support and operations tickets based on the type of financial transaction (e.g., mutual fund, fixed deposit, pension investment).
• Assist in processing offline investment mandate forms, verifying bank account proof documents, and reviewing customer-submitted documents.
• Validate Know Your Customer (KYC) documents through both online and offline channels, following regulatory compliance standards.
• Coordinate with Asset Management Companies (AMC) and Registrar, and Transfer Agents (RTA) to track the processing status of investment transactions and maintain official acknowledgement receipts for audit purposes.
• Support the end-to-end onboarding of new clients (online and offline) and Mutual Fund Distributors (MFDs) on the AssetPlus platform, ensuring complete and correct documentation.
• Collaborate with internal sales and customer support teams to follow up on unresolved operational queries and escalate issues for resolution when necessary.
• Track and reconcile financial transactions related to corporate fixed deposits, the National Pension System (NPS), Portfolio Management Services (PMS), and other asset classes, ensuring all updates are reflected accurately in internal dashboards.
• Assist in maintaining and updating Standard Operating Procedures (SOPs), operational logs, and internal process documentation to reflect changes or improvements in workflow.
  
  

Must-Have:

• Pursuing or recently completed a degree in Commerce, Finance, Business Administration,
  
  

Economics, or a related field.

• Working knowledge of Microsoft Excel or Google Sheets (including filters, VLOOKUPs, basic
  
  

formulas)

• High attention to detail and a strong commitment to data accuracy
• Good written and verbal communication skills
  
  

○ English - Mandatory (Level - High Verbal and Written)

○ Hindi - Mandatory (Level - Intermediate Verbal and Low Written)

• Interest in financial products and services such as mutual funds, fixed deposits, and pension
  
  

schemes

• Willingness to learn and adapt quickly in a fast-paced, team-oriented environment
  
  

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Must-Have:

• Pursuing or recently completed a degree in Commerce, Finance, Business Administration,
  
  

Economics, or a related field.

• Working knowledge of Microsoft Excel or Google Sheets (including filters, VLOOKUPs, basic
  
  

formulas)

• High attention to detail and a strong commitment to data accuracy
• Good written and verbal communication skills
  
  

○ English - Mandatory (Level - High Verbal and Written)

○ Hindi - Mandatory (Level - Intermediate Verbal and Low Written)

• Interest in financial products and services such as mutual funds, fixed deposits, and pension
  
  

schemes

• Willingness to learn and adapt quickly in a fast-paced, team-oriented environment

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