Senior Associate

KFINTECH technology pvt LTD

5 - 9 years

0 Lacs

andhra pradesh

Posted:1 week ago| Platform: Shine logo

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Skills Required

amc finance accounts reconciliation excel word outlook mutual funds investment kyc document verification iqbot

Work Mode

On-site

Job Type

Full Time

Job Description

You have experience in Mutual Funds Investment document verification, specifically in AMC's Mutual Funds Investor's Investment KYC document verification. You have tracked the status of Investor invested KYC document forms verification completed by the team, supported the team to ensure smooth process completion, and followed up on observations raised in the document verification team. Additionally, you have been involved in checking and ensuring daily transaction processing at four levels: maker entry, checker entry, objection clearance, and audit clearance. Your full-time work experience includes positions in Finance and Accounts at the business transformation department, where you worked on Reconciliation works and Mutual Funds Investment document verification. You are also familiar with the IQBOT Document automation project for AMC's mutual fund Investments. In this project, you ensure that documents are correctly captured in IQBOT, rectifying any errors if necessary. Furthermore, you have experience in maintaining Excel sheets, preparing word reports, and following up on Outlook mails.,

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Senior Associate