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Tier-1 employer and Mumbai metro location increase candidate competition for this entry-level finance role.
Fund administration and AML focus make skills less transferable across industries.
No explicit years or certifications; commerce degree and basic fund knowledge preferred.
Handle investor queries and distribute trade confirmations and monthly statements.
Process investor transactions including subscriptions, redemptions, transfers, and switches with accuracy and timeliness.
Maintain investor records, perform AML compliance checks, and prepare reports for clients and regulatory authorities.
Graduation in commerce.
Good verbal and written communication skills.
Proficiency in MS Office, especially Excel.
Work Experience Required: Not explicitly mentioned in the JD.
Has domain knowledge in mutual funds and capital markets (preferred but not mandatory).
Able to work flexible shifts including night shifts in Mumbai location.
Operates well in compliance-driven, client servicing, and transaction processing environment involving cross-functional collaboration.