Job Description – Operations Executives (3 Roles)

Role Overview

Handle transaction operations, KYC, documentation, reporting and support RMs/Advisors.

Key Responsibilities

1. Transactions & Processing

- MF/PMS execution
- SIP/STP

2. KYC & Compliance

- KYC, CKYC, FATCA checks
- Risk profiling checks

3. Data & Reporting

- eCAS consolidation
- Regulatory MIS

4. RM Support

- Ops issue resolution
- AMC/R&T coordination

Ideal Candidate Characteristics

• Wealth/BFSI ops experience
• Strong documentation & process discipline