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Operations Associate @ Hiring For A Client

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 Operations Associate

Job Description

Role & responsibilities

Communicating with various service providers like

Custodian, Fund Accountant, R&T Agent for day to day

Back-Office operations. Also, with Trustee and Auditors

for various report submissions.

Generating and sending statement of account and

various reports for investors

Document verification and preparation of forms for on-

boarding HNI / Corporate / NRI investors

Co-ordinating Digital On-boarding process with

investors / Distributors

Verifying KYC data of investors from CVLKRA and CKYC

platforms

Maintenance of records in digital and physical form

Co-ordinating with compliance consultants for PMLA

reports of prospective investors

Preparing data for regulatory reports and filing with

SEBI , Trustees and Auditors.

Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: Customer Success, Service & Operations
Role Category: Operations
Role: Operations - Other
Employement Type: Full time

Contact Details:

Company: Hiring For A Client
Location(s): Mumbai

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Keyskills:   Coordination Documentation Back Office Operations MS Office Kyc Verification Ckyc Team Coordination Reporting

 Fraud Alert to job seekers!

₹ 2-4 Lacs P.A

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