Operation Executive
Kirat Capital Services LlpFixed
₹13,000 - ₹17,000
Earning Potential
₹17,000
Fixed
₹13,000 - ₹17,000
Earning Potential
₹17,000
Work from Office
Full Time
Any experience
Basic EnglishJob highlights
Urgently hiring
2 applicants
Job Description
Job Profile
1. Handle day-to-day business operations following defined systems and standard processes.
2. Manage client documentation, KYC, and regulatory compliance across all investment products.
3. Execute mutual fund transactions via platforms like MFU, NSE MF, etc.
4. Complete Back office of the Investment functions including updating and maintaining the reporting software.
5. Coordinating with Mutual funds/PMS providers and other platform providers such as MFU, BSE and NSE MF etc.
6. Coordinate with AMCs, PMS providers, and transaction platforms for operational execution and issue resolution.
7. Communicate with clients via phone and email for servicing requests and handholding on platform usage.
8. Reconcile investor transactions, prepare MIS reports, and generate capital gain and holding statements.
9. Manage non-financial service requests like nominee updates, bank changes, and address modifications.
10. Collaborate with internal teams to ensure timely service delivery, compliance management, and operational excellence.
Job role
Job requirements
About company
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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 Pune to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
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