Mutual Fund Operations Support Intern

We're Hiring: Mutual Fund Operations Support Intern

1302, New Housing Board Colony, Panipat – 132103 | Full-time Internship | Work from Office

Finovestedge Distribution Private Limited is an AMFI-registered mutual fund distribution firm serving families, business owners, salaried professionals and NRIs. We help investors make better long-term decisions — Creating Edge Beyond Behaviour.

We're looking for a detail-oriented Operations Support Intern who wants to learn mutual fund operations from the ground up.

What you'll do:

• Assist in processing mutual fund transactions — purchases, redemptions, switches, SIPs, STPs and SWPs — on BSE StAR MF, NSE NMF II and AMC/RTA portals
• Support client onboarding: KYC, FATCA, nominee updates, bank mandates and change requests
• Coordinate with CAMS, KFintech and AMCs on transaction and servicing issues
• Download and organise client statements, CAS and transaction reports
• Maintain client records and task trackers in our internal systems
• Help prepare data for portfolio reviews and client meetings
• Respond to client queries over phone, WhatsApp and email in a professional manner
• Track pending items and follow up until closure

What we're looking for:

• Graduate or final-year student (B.Com / BBA preferred)
• Freshers welcome — prior exposure to mutual funds, banking or financial services is a plus
• NISM Series V-A certification preferred (or willingness to clear it during the internship)
• Basic working knowledge of Excel / Google Sheets
• Clear communication in Hindi and English
• Careful, organised, and comfortable handling client data confidentially
• Genuine interest in personal finance and investing

What you'll gain:

• Hands-on training in end-to-end mutual fund operations
• Work closely with a Chartered Accountant-led team
• Support for NISM certification
• Opportunity to convert to a full-time role based on performance

Stipend: 10,000 – 15,000 per month (based on skills and performance)

Location: Panipat, Haryana (office-based)

How to apply: Email your CV to [Confidential Information] or WhatsApp it to 98961 55000 with the subject MF Operations Intern.

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