Operation Executive - Mutual Fund

Top Asset Management Company
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 days ago
0-4 years
Bangalore
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 9 Jan 2027
Posted: 2 days ago
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Job Description

  • Operation Executive - Mutual Fund
  • Company: Top Asset Management Company
  • Job Location: Bengaluru, Karnataka, India
  • Employment Type: Full-time
  • Salary: 6L a year
  • Handle day-to-day branch operations related to mutual fund transactions.
  • Process mutual fund applications, purchase, redemption, switch and SIP transactions.
  • Verify and process KYC documentation, including PAN, Aadhaar and other required documents.
  • Handle investor queries related to account opening, folio creation, transaction status and investment statements.
  • Ensure accurate processing of investor requests and transaction documentation.
  • Coordinate with RTA (Registrar & Transfer Agent) such as CAMS and KFin Technologies for transaction-related activities.
  • Maintain investor records, transaction reports and operational documentation.
  • Ensure compliance with SEBI guidelines, AMFI regulations and internal company policies.
  • Handle service requests, resolve investor complaints and ensure timely query resolution. .

Skills

Mutual FundComplianceInvestor QueriesMutual Fund TransactionsKYC DocumentationSEBI GuidelinesAMFI Regulations

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