Job Description
Work Level: Individual
Core: Self Motivated
Leadership: Building Work Relationships
Industry Type: Asset ManagementFinancial Services
Function: Back Office Operations
Key Skills: Back Office Operations,Mutual Fund,PMS,Backend Operations,Branch Operation
Education: Graduate
Note: This is a requirement for one of the Workassist Hiring Partner.
Roles & Responsibility:
- Attend walk-in clients and resolve queries related to mutual funds
- Assist investors in purchase, redemption, SIP, switch, and STP transactions
- Provide information on schemes, NAV, and account statements
- Ensure accurate processing of mutual fund transactions (purchase/redemption/SIP)
- Coordinate with RTA (Registrar & Transfer Agent) for transaction processing
- Maintain proper documentation and KYC compliance
- Ensure adherence to SEBI & AMFI guidelines
- Verify KYC, FATCA, and regulatory documents
- Maintain audit-ready records for all transactions
- Coordinate with sales/RM teams for client servicing
- Liaise with internal operations and backend teams
- Support branch in achieving service quality benchmarks
- Ensure high service standards and client satisfaction
- Handle escalations and resolve complaints within TAT
Looking to get Placed? Try our Placement Guarantee Plan
- Maintain long-term relationships with investors
- Maintain daily transaction records and reports
- Track service requests and closures
- Share branch MIS with reporting manager
Company Description
Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.
We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.
For a seamless job search experience, please visit: https://bit.ly/3QBfBU2.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, dont hesitate to apply today. We are waiting for you!
Skills
SalesAmfiBack Office OperationsReportingIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
08 Jun 26, 05:16 PM IST
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