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Job Description
Structured overview of role & requirementsAbout This Role
Verify and input customer requests related to mutual fund shareholder data and account set up, ensuring accuracy and proper action.
Perform quality control to maintain standards and adhere to regulatory and company policies.
Identify opportunities for process improvements to enhance efficiency and mentor peers on less complex processes.
Minimum Requirements
Minimum 1 year experience in mutual funds with Excel knowledge.
Strong communication skills: phone, verbal, written, and active listening.
Shift: 11 AM to 8 PM IST; Hybrid working model with 3 days onsite per week.
Work Experience Required: 1+ years in mutual fund operations.
Ideal Candidate Profile
Experience in transaction operations or mutual fund processing within financial services.
Comfortable working in a hybrid setup and shift hours specified.
Capable of performing quality checks and guiding peers on operational processes.