Senior Operations Executive

About the Role: We are looking for a proactive and detail-oriented Operations Executive Investment Support with hands-on experience in mutual fund back-office operations. This is a critical role within our operations team, where you'll be responsible for ensuring smooth execution of client transactions, documentation, compliance, and coordination with internal and external stakeholders. Key Responsibilities: Handle end-to-end client onboarding including KYC verification, FATCA compliance, and documentation across mutual fund platforms. Execute and monitor Mutual Fund/SIP/Insurance transactions based on client instructions with accuracy and timeliness. Coordinate with clients and Relationship Managers to collect documentation, resolve queries, and ensure smooth transaction flow. Maintain and update internal trackers, MIS reports, and dashboards using Excel/Google Sheets. Liaise with AMCs, RTAs , platform partners to ensure timely execution and reconciliation. Monitor and report on investment transactions, redemptions, and client communications. Ensure adherence to regulatory requirements and internal compliance processes. Assist in audits, internal reporting, and operational enhancements. Requirements: Graduate in any stream; finance background preferred. 3-5 years of experience in Mutual Fund or Wealth Management Operations is mandatory. Familiarity with transaction platforms (BSE StAR, NSE NMF, NJ, etc.) and AMC coordination. Proficiency in MS Excel, Google Sheets, and use of CRM or back-office software. Strong attention to detail, time management, and multitasking skills. Excellent communication skills and ability to coordinate across teams and clients. Why Join Us? Be part of a growing and client-focused wealth management team. Exposure to end-to-end mutual fund operations and financial services workflow. Work in a collaborative and supportive environment with growth opportunities. Gain hands-on experience with top AMCs, fintech platforms, and evolving industry practices.