Operation Executive - Ashok Nagar, Ranchi, Jharkhand, India - Blue Wing Talent Management

Deepika Kaur

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Deepika Kaur

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Description

An Operations Executive in the Mutual Funds industry plays a key role in ensuring the smooth functioning of various operational aspects related to mutual fund transactions and client services.


Here's a comprehensive overview of the job profile:

Responsibilities:

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Client Servicing: Handle inquiries and provide assistance to clients regarding their mutual fund investments, account statements, transaction history, and other related queries.
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Account Maintenance: Maintain client accounts and records, ensuring accuracy and completeness of information, and updating client profiles as required.
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Reporting: Prepare and generate reports on various operational metrics, transaction volumes, and client activities for management review and regulatory filings.
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Vendor Management: Liaise with third-party service providers, such as transfer agents, custodians, and fund administrators, to coordinate activities and resolve operational issues.
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Process Improvement: Identify opportunities for process optimization, automation, and efficiency enhancements to streamline operations and reduce manual errors.


Salary:
₹12, ₹14,500.00 per month


Benefits:


  • Paid sick time

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Performance bonus

Experience:

- total work: 3 years (required)


Work Location:
In person


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