Team Lead / Senior Executive - Mutual Fund Operations
Paytm Services Private Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Team Lead / Sr Executive-Mutual Fund Operations
Title:Role –Team Lead / Sr Executive About Us: Paytm Money Limited is a SEBI registered Stockbroker and Depository Participant that offers services related to Equity & Derivatives trading, Depository services, investment in IPOs. Our simplified user experience allows you to start your investment journey with zero paperwork, seamless digital KYC, automated payments, updated portfolio and powerful insights to make well informed investment decisions. Paytm Money is also registered with PFRDA as Point Of Presence, offering investment in Nation Pension System (NPS). About the team: Mutual Fund Operation – Deals with all MF Ops activity in co-ordination with Product, Tech, AMC, RTA, Exchange & CS Agents. About the role:Team Lead / Sr Executive – Deals with MF Ops activity & person will be SPOC for Mfops & knowledge in process. The person will be responsible for the day - day Recon activities working closely with the Product, Tech, BSE star Exchange, AMC, RTA & customer support team for resolving recon issues & CS complaints within the specified TAT.Expectations/ Requirements Mutual Fund Operations Expertise:Process Knowledge: A strong understanding of the mutual fund operations (MF Ops) process is required.Portal Proficiency: Experience in using the BSE Star portal to handle mutual fund transactions is essential.Reconciliation: The ability to perform daily reconciliation tasks.Customer & Inter Departmental Communication:Query Resolution: Must be able to resolve customer queries within the defined turnaround time (TAT).Coordination: Strong coordination skills for liaising with product, PG, and other internal departments to ensure smooth processes.Communication Skills: Effective communication and sharp analytical abilities are necessary.Technical & Analytical Skills:Software Proficiency: Skills in tools like SQL and Excel are valuable.
Experience Level
Senior LevelJob role
Job requirements
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