Operations Trainee (Mutual Funds)

About the Role

• Manage day-to-day operational activities across Mutual Funds, Insurance, and Fixed Deposits.
• Involves transaction processing, client onboarding, documentation, operational coordination, CRM management, reporting, and client servicing.
• The ideal candidate should possess strong organizational skills, attention to detail, and the ability to coordinate effectively with clients, Relationship Managers, and financial institutions to ensure timely and error-free execution of operational processes.

Key Responsibilities

• Manage day-to-day operational activities to ensure smooth and efficient business processes.
• Support front-office and administrative activities to ensure seamless client experience and office operations.
• Coordinate with internal teams, clients, and external partners for the timely execution of operational and service-related activities.
• Maintain accurate records, documentation, and internal systems in compliance with organizational standards.
• Monitor operational workflows, track pending tasks, and ensure timely resolution of requests.
• Provide prompt and professional support to clients by addressing service queries and coordinating operational requirements.
• Prepare and maintain operational reports, MIS, and other business trackers to support decision-making.
• Ensure adherence to internal processes, quality standards, and turnaround timelines across all assigned responsibilities.

Requirements & Tech Stack

• Basic understanding of Mutual Funds and operations.
• Basic understanding of MS Office and Excel.
• Strong attention to detail and accuracy.
• Good organizational and time-management skills.
• Strong verbal and written communication.
• Ability to coordinate within the team and manage multiple tasks.

Qualifications

• Graduate in Commerce, Finance, Business Administration, or a related field.
• 6 months' experience in Mutual Fund Operations, Financial Services Operations, Back Office, or a similar role is preferred.
• NISM Series V-A certification is preferred.
• Familiarity with financial services platforms, CRM, or operational systems is preferred.