Work Level: Individual

Core: Self Motivated

Leadership: Building Work Relationships

Industry Type: Asset ManagementFinancial Services

Function: Back Office Operations

Key Skills: Back Office Operations,Mutual Fund,PMS,Backend Operations,Branch Operation

Education: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner.

Roles & Responsibility:

Attend walk-in clients and resolve queries related to mutual funds
Assist investors in purchase, redemption, SIP, switch, and STP transactions
Provide information on schemes, NAV, and account statements
Ensure accurate processing of mutual fund transactions (purchase/redemption/SIP)
Coordinate with RTA (Registrar & Transfer Agent) for transaction processing
Maintain proper documentation and KYC compliance
Ensure adherence to SEBI & AMFI guidelines
Verify KYC, FATCA, and regulatory documents
Maintain audit-ready records for all transactions
Coordinate with sales/RM teams for client servicing
Liaise with internal operations and backend teams
Support branch in achieving service quality benchmarks
Ensure high service standards and client satisfaction
Handle escalations and resolve complaints within TAT
Maintain long-term relationships with investors
Maintain daily transaction records and reports
Track service requests and closures
Share branch MIS with reporting manager

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.

We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.

For a seamless job search experience, please visit: https://bit.ly/3QBfBU2.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!

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