Client Relations Specialist

Company Description

InvestCraze is a forward-thinking wealth tech platform committed to bringing transparency, cost efficiency, and broader investment access to the Indian market. We empower investors by providing opportunities in mutual funds, equities, private markets, pre-IPO investments, and alternative assets, previously available only to a select few.

Role Description

We are looking for a detail-oriented operations executive to manage mutual fund transactions, backlog processing, and BSE Star MF platform operations. The role is critical in ensuring smooth execution, compliance, and client servicing for our growing investment platform.

Qualifications:

-Basic understanding of Mutual Funds & Financial Markets

-Experience with BSE Star MF / MF Utilities / RTA platforms (preferred)

-Strong attention to detail (VERY important)

-Good Excel skills (filtering, basic formulas, tracking)

-Ability to handle repetitive + high-volume work