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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, mid-level generalist role and Mumbai location increase candidate competition.
High domain specificity to fund administration and AML reduces cross-industry transferability.
Requires AML/compliance and mutual fund knowledge but no explicit years, so moderate shortlisting strictness.
Job Description
Structured overview of role & requirementsAbout This Role
Handle investor queries and ensure timely distribution of trade confirmations and monthly statements.
Process investor transactions such as subscriptions, redemptions, transfers, and switches with accuracy and timeliness.
Maintain investor records, ensure compliance with AML and regulatory requirements, and prepare reports for clients and management.
Minimum Requirements
Graduation in commerce is mandatory.
Proficiency in MS Office, specifically Excel knowledge, is required.
Mutual Fund and Capital Market knowledge is a plus but not mandatory.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience or comfort working in a financial services environment with investor servicing focus.
Ability to work in shifts including night shifts; located or willing to work in Mumbai preferred.
Strong communication skills and attention to detail to handle compliance and AML related tasks.