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Operations Executive

1.00 to 2.00 Years   Gurugram   12 Apr, 2024
Job LocationGurugram
EducationNot Mentioned
SalaryRs 2.0 - 2.5 Lakh/Yr
IndustryInvestment Banking / Venture Capital / Private Equity
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Roles and Responsibilities :Managing the Mutual Fund Distributors back-office activities, including handling documents for investment products such as mutual funds and other financial productsData management for the portfolio, as well as daily database maintenance.Client servicing and implementation requests are managed according to agreed-upon TATs.Client servicing data and software management and upkeep.Managing daily back-office operations in accordance with established systems and procedures.Coordinating with team members for documentation and client servicing management.Sending emails well-drafted in English within the strict turnaround times.Reporting Sending of portfolio reports/tax reports / any other reports report generation and sending and General office administrationTo ensure investment plan execution with 100% accuracy and zero error.Managing and Maintaining integrity of the database, data back-ups.

Keyskills :
operationsmutual funds

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