Saumitra Bharatbhai Trivedi

Operation Executive

Saumitra Bharatbhai Trivedi
Ellis Bridge, Ahmedabad
₹17,500 - ₹18,000 monthly

Fixed

₹17,500 - ₹18,000

Earning Potential

₹18,000

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Basic EnglishBasic English

Job highlights

37 applicants

37 applicants

Job Description

Job Title: Operation Executive - Mutual Funds

 

Job Profile:

Role & responsibilities

1. Collection of all the Documents, Cheques, Photos with to open investment accounts for Mutual Funds and corporate fixed deposits.

2. KYC Completion of Clients

3. Client Data Gathering and Completion of Risk Profiling.

4. Completion of the Mutual Fund transaction forms

5. Submission of Forms to CAMS, K- Fintech and Respective AMCs

6. Scanning of Documents and Uploading to the CRM Drive of Respective Clients and other Web Portals

7. Be able to carry on transaction online through through the BSE Star MF or MF utility.

8. Should be able to work and update the Data on Software etc.

9. Checking if the feed is Updated and Data Reconciliation and Data Management.

10. Check the Clients Investments and Check whether Clients portfolios are matching with their Financial Goals, If there is major deviation then immediately bring that to the notice of the senior.

11. To be able to crosscheck that the investment, redemption, purchase has been effectively done and communicate to client.

12. Be able to do portfolio review of the Investments of the Client.

13. Be able to generate various kinds of reports and to send to the client regularly

Job role

Work location
Work locationParimal Garden Ellis Bridge, Ahmedabad
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
Skills
SkillsMS Office, Email support, Hindi, Mutual funds, Gujarati, English proficiency, Customer KYC, Fixed Deposits
English level
English levelBasic English
Age limit
Age limit21 - 30 years
Gender
GenderAny gender

About company

Name
NameSaumitra Bharatbhai Trivedi
Address
AddressParimal Garden Ellis Bridge, Ahmedabad
Job posted by Saumitra Bharatbhai Trivedi

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You can expect a minimum salary of 17,500 INR and can go up to 18,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Ahmedabad to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Ahmedabad at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 7 Jul 2026. For more details, download apna app and find Full Time jobs in Ahmedabad . Through apna, you can find jobs in 64 cities across India. Join NOW!