zoho_recruit
Operation Executive- Wealth Management
Finnovate
Mumbai, IND
Full-time
Entry · 1+ years experience
Onsite
Discovered 2 weeks ago
BSE Star MFCKYCFATCAMIS
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
BSE Star MFCKYCFATCA
Key Skills for This Role
BSE Star MFCKYCFATCAMIS
Full Job Posting
Key Responsibilities
- Handle day-to-day Mutual Fund operations, including purchases, redemptions, switches, SIPs and related transactions.
- Process and monitor BSE transactions and orders accurately and within defined timelines.
- Manage KYC activities, including new KYC, modifications, CKYC, FATCA and KYC status verification.
- Coordinate client onboarding, account opening and documentation requirements.
- Handle and resolve client and internal operational queries related to Mutual Funds, BSE transactions, KYC, account opening, transaction status and documentation.
- Coordinate with AMCs, BSE, RTAs and other external partners to investigate and resolve transaction-related queries within defined TATs.
- Track pending queries, transaction issues and rejections and ensure timely closure through effective follow-up.
- Maintain accurate records of client transactions, forms, documents and operational activities.
- Conduct regular reconciliation and verification of transactions and client data.
- Prepare and maintain MIS and operational reports for management.
- Support the Relationship Management and Advisory teams with day-to-day operational requirements.
- Ensure all documentation and transactions are processed in accordance with internal processes, compliance requirements and regulatory guidelines.
- Identify operational discrepancies and escalate critical issues to the concerned team.
- Maintain proper documentation and audit trails for all transactions and queries.
Key Skills & Competencies
- Good understanding of Mutual Funds, BSE transactions and KYC processes.
- Hands-on experience with BSE Star MF / MF transaction platforms will be preferred.
- Knowledge of CKYC, FATCA, client onboarding and transaction documentation.
- Strong query resolution and problem-solving skills.
- Excellent attention to detail and accuracy.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Finnovate
Offline Marketing Manager
Mumbai, IND
LeadFull-time
Finnovate is seeking an Offline Marketing Team Lead to plan and scale localized, funnel-based marketing initiatives from its Mumbai head office. The role sets strategy, leads branch coordinators, develops partnerships an
Discovered 1 weeks agoView →
Business Development / Relationship Manager
Pune, IND
Discovered 3 days agoFull-time
Senior Dealer – PMS
Mumbai, IND
Discovered 1 weeks agoFull-time
Presales/Alliance Specialist/Sales
Nashik, IND
Discovered 1 weeks agoFull-time
Offline Marketing Manager
Mumbai, IND
Discovered 1 weeks agoFull-time
Offline Marketing Manager
Mumbai, IND
Discovered 2 weeks agoFull-time
Digital Financial Planning Specialist
Mumbai, IND
Discovered 2 weeks agoFull-time
Sr Wealth Manager (Business Development)
Mumbai, IND
Discovered 3 weeks agoFull-time
Lead Outreach Specialist
Mumbai, IND
Discovered 3 weeks agoFull-time