Operations Executive
Mumbai – 06/08/2024
Job Title
Operations Executive
Job Location – Mumbai
Kalpataru Wealth is an AMFI registered mutual fund distributor , investment service provider established in the year 2014 by Porush Sharaf and Raj Awasthi (CFPCM) to follow their dream of helping people make informed and value-maximizing money making decisions.
By being independent, Kalpataru delivers unbiased investment advice keeping in mind the client’s interest rather than the institution’s interest. Our advice is backed by profound research, meticulous analysis of the products available in the market. We analyze the best alternatives, risk & opportunity to custom made a fine action plan for our clients. Till now Kalpataru has assisted more than 500 families with the best crafted investment strategy to build substantial personal wealth.
Our mission is to work and progress together to gain financial independence by optimizing Technology & Innovation.
We are seeking a diligent and detail-oriented Mutual Fund Operations Executive to join our team. The ideal candidate will be responsible for overseeing and managing the operational aspects of mutual fund transactions and client servicing. This role requires strong analytical skills, attention to detail, and a thorough understanding of mutual fund operations.
Location: Mumbai
Experience: 1-2 years
Salary- As per Industry benchmark
Job responsibilities:
• Open new individual, corporate, or minor investment accounts on the BSE/FUNDZBAZAR/AR platform.
• Execute orders such as Systematic Investment Plans (SIP), Systematic Withdrawal Plans (SWP), Systematic Transfer Plans (STP), redemptions, dividends, and switches for mutual fund clients on the tied-up platforms.
• Prepare and send periodic performance report and other relevant reports to clients.
• Reconcile accounts and portfolios on a daily, weekly, and monthly basis
• Conduct thorough research of various mutual funds to provide informed recommendations to clients.
• Ensure compliance with SEBI, AMFI, and other regulatory bodies
• Respond promptly and effectively to client inquiries regarding their investments and account-related matters.
