Executive - Mutual Fund Operations Job in Mumbai at EduFund
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Executive - Mutual Fund Operations



Start date
Starts Immediately
₹ 3,50,000 - 4,50,000 ₹ 3,50,000 - 4,50,000 /year
0-2 years
0-2 years experience
Apply By
14 Oct' 23
Posted 3 weeks ago
About EduFund
We're a budding start-up comprised of passionate technologists looking to disrupt the fintech ecosystem. We are one of India's first investment apps focused purely on higher education, providing parents with a unique roadmap to meet the financial goals for their child's higher education, be it abroad or in India.

The app offers users the option to create an investment plan and invest in both Indian and US funds. Our holistic planning tool helps parents estimate the cost of education, and use counseling services for test prep, mentorship, and admissions.

EduFund is built by India's trusted investment experts and backed by angel and US institutional investors. We are a SEBI registered investment advisor (RIA). Our purpose is simple - enable Indian parents and empower Indian students.
Activity on Internshala
Hiring since July 2022
17 opportunities posted
4 candidates hired
About the job
Key responsibilities:

1. Onboarding new clients (KYC, account opening, and order processing) and ensuring responses to customer queries are as per the defined TAT
2. Coordinating end-to-end query resolution with multiple entities such as RTA, payment gateway partners, AMCs, and customers
3. Identifying the issues/bugs in any processing application and get the same resolved with responsible teams
4. Working on mutual fund AUM reconciliation and other MIS
5. Continuously updating knowledge on various product offerings/process and regulatory changes and stay ahead of the curve for quick resolutions
6. Maintaining a positive, empathetic, and professional attitude towards customers at all times
Skill(s) required
Effective Communication

Annual CTC: ₹ 3,50,000 - 4,50,000 /year

Informal dress code 5 days a week Health Insurance
Number of openings

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