Mutual Fund Operations and Insurance Executive - Bengaluru

Mutual Fund Operations and Insurance Executive

Location: Bengaluru

About The Role

We are looking for a dependable and detail-oriented professional to manage mutual fund operations, support insurance and fixed-income execution, and ensure that every client request is completed accurately and on time. This is a hands-on role that works closely with the client-facing team, clients, AMCs, insurers, and other service partners.

The right person will be comfortable with process-driven work, take ownership of follow-ups and records, and communicate with clients patiently and clearly.

Key Responsibilities

Mutual Fund Operations

• Process and track mutual fund transactions through the NSE NMF platform and, where required, through physical applications.
• Coordinate with AMCs and other service partners to ensure smooth and timely transaction processing.
• Execute investment plans and client requests, including purchases, redemptions, switches, SIPs, and related operational requirements.
• Track SIP closures and pending requests, follow up for completion, and keep concerned team members informed.
• Handle non-routine transactions such as transmission, minor-to-major changes, tax-status changes, change of broker, and gifting or transfer of units.
• Maintain complete and accurate operational records for wealth-management and financial-planning clients in Zoho CRM, and reconcile with Investwell Mint back-office systems.
  
  

Insurance and Fixed-Income Support

• Support insurance policy processing, renewals, and client handholding in coordination with the internal team.
• Assist clients with policy maturity requirements and coordinate with relationship managers at LIC, ICICI Prudential Life, HDFC Life, and other insurers, as applicable.
• Manage the application, renewal, and onboarding process for fixed-income products such as fixed deposits and eligible bonds, including REC products.
  
  

Client Servicing and Records

• Guide clients through KYC, mandate and ACH registration, documentation, and other transaction requirements.
• Communicate with clients through email, telephone, and WhatsApp for transaction execution, follow-ups, and status updates.
• Respond to operational queries directly or coordinate with the client-facing team for timely resolution.
• Keep client data, application forms, and supporting documents updated and well organised across Zoho CRM, Investwell Mint, and office records.
• Update transactions in the MIS and CRM, reconcile them with back-office records, and prepare periodic client-wise reports.
  
  

Office Coordination

• Support routine administrative work that arises in the normal course of business, including petty-cash records and office stationery.
• Coordinate client birthday greetings and similar client-service activities.
• Coordinate new empanelments and operational requirements for PMS, AIF, SIF, and GIFT City offerings.
• Generate and maintain brokerage invoices for PMS and AIF transactions, where applicable.
  
  

What We Are Looking For

• A graduate in Commerce, an MBA, or a related qualification.
• Two to four years of relevant experience with a mutual fund distributor, wealth-management firm, AMC, or a similar organisation is preferred.
• Strong working knowledge of Microsoft Excel is essential.
• Experience with NSE NMF, Investwell Mint, and Zoho CRM will be an advantage. Experience with any MF online platform and any back office is a must.
• Good spoken and written communication skills in English; working knowledge of Hindi and Kannada is preferred.
• High attention to detail and comfort with accurate, process-oriented work.
• A client-service mindset, patience in follow-ups, and the ability to take ownership until a task is completed.
• Ability to organise multiple requests, meet timelines, maintain confidentiality, and work well with a team.
  
  

Skills: operations,nse,nmf,amc,mint,mis,ach,pms,sip,registration,crm,kyc,zoho crm,insurance,zoho,aif