Team Lead / Senior Executive - Mutual Fund Operations

Team Lead / Sr Executive-Mutual Fund Oerations-PML

Title: Role Team Lead / Sr ExecutiveAbout UsPaytm Money Limited is a SEBI-registered Stockbroker and Depository Participant offering services in equity and derivatives trading, depository services, and IPO investments.Our simplified user experience enables customers to begin their investment journey with zero paperwork, seamless digital KYC, automated payments, updated portfolio tracking, and powerful insights for informed decision-making.Paytm Money is also registered with PFRDA as a Point of Presence, providing investment options in the National Pension System (NPS).About the TeamMutual Fund Operations team handles all MF Ops activities in coordination with Product, Tech, AMC, RTA, Exchange, and Customer Support agents.About the RoleTeam Lead / Sr Executive will manage Mutual Fund Operations activities and act as the SPOC for MF Ops processes.The role involves handling daily reconciliation activities and working closely with Product, Tech, BSE Star Exchange, AMC, RTA, and Customer Support teams to resolve reconciliation issues and customer complaints within defined TAT.Expectations / RequirementsMutual Fund Operations ExpertiseStrong understanding of Mutual Fund Operations processesExperience with BSE Star portal for handling MF transactionsAbility to perform daily reconciliation activitiesCustomer & Interdepartmental CommunicationAbility to resolve customer queries within defined TATStrong coordination skills with Product, PG, and internal teamsGood communication and analytical skillsTechnical & Analytical SkillsWorking knowledge of SQL and ExcelSuperpowers / SkillsSelf-motivated with strong communication skillsQuick learnerFlexible to work from office and extend hours/weekends if requiredAbility to take additional responsibilitiesTechnical skills are an added advantageLocation: BangaloreQualifications & ExperienceGraduate from a recognized university1 to 3 years of experience in the Mutual Fund industryWhy Join UsCollaborative, output-driven environment leveraging technologyOpportunity to improve revenue through cross-sell initiatives360-degree feedback culture across teamsA culture of earned respect among peers and managers

Experience Level

Senior Level