Job Description:
We are looking for a detail-oriented and proactive Operational Executive to support our mutual fund operations. The ideal candidate will have experience in back-office processes, transaction processing, and coordination with registrars and fund houses.
Handle mutual fund transactions including purchases, redemptions, switches, and SIPs
Coordinate with RTAs (Registrar and Transfer Agents) and AMCs (Asset Management Companies)
Ensure timely and accurate reporting and reconciliation of client investments
Maintain client records and assist with documentation and KYC compliance
Support the operations team in process improvement and automation initiatives
Ensure compliance with SEBI and other regulatory guidelines
Bachelor’s degree in Commerce, Finance, or a related field
4–6 years of experience in mutual fund operations or financial services
Familiarity with MF platforms like NSE NMF, or MF Central is preferred
Strong knowledge of MS Excel and back-office systems
Excellent organizational and communication skills
Ability to work independently and within a team
How to Apply:
Send your resume and a brief cover letter to [revathiprogressivewealth@gmail.com] with the subject line: Application for Operational Executive
Feel Free To Contact
T. Revathi
Ph No - 9345348029
Operation Manager
Progressive wealth, Adyar