Office Staff

Company: Insure Health Wealth

We are looking for a dedicated Mutual Fund Operations & Software Executive to join Insure Health Wealth.
This role focuses on managing essential mutual fund data processes, ensuring accuracy, smooth software operations, and supporting our financial advisory team.
You will receive strong career growth opportunities in a collaborative and performance-driven environment.

Key Responsibilities

1. Mutual Fund Software & Platform Operations

• Operate and manage mutual fund transaction platforms like BSE Star MF, NSE NMF II, MF Utility (MFU), CAMS, KFinTech, and other related tools.

• Process client onboarding, KYC updates, FATCA validation, mandate creation, and SIP/STP/SWP registrations across platforms.

• Ensure timely and accurate execution of purchase, redemption, switch, and SIP transactions.

2. Data Verification & Compliance

• Verify client data, transaction entries, and documentation as per SEBI and RTA guidelines.

• Identify discrepancies in transaction records or client details and resolve them promptly.

• Maintain compliance-ready documentation in both digital and physical formats.

3. Record & File Management

• Organize and maintain digital records, client forms, mandates, and transaction reports for easy access and audit.

• Update internal systems and maintain accurate client portfolios.

4. Administrative & Operational Assistance

• Support the advisor in daily operations, follow-ups, and task coordination.

• Liaise with AMCs, RTAs (CAMS/KFinTech), and platform support teams for operational queries or escalations.

• Address client queries related to their mutual fund investments, transactions, or account updates.

5. Reporting & Insights

• Generate and share reports such as:

  • SIP due list

  • AUM reports

  • Client portfolio statements

  • Transaction summaries

  • Brokerage/commission reports

• Assist management with data insights for business decisions.

6. Confidentiality & Data Security

• Maintain strict confidentiality of all client financial data, banking details, and investment-related information.

• Follow data protection practices and ensure secure handling of sensitive information.

Job Requirements

Minimum Qualification

• Graduate in any stream (mandatory)

Experience

• Minimum 6 months to 1 year of experience in mutual fund operations, financial back-office, or related roles.

• Basic working knowledge of mutual funds is required.

Technical Skill Requirements

• Familiarity with mutual fund platforms:

  • BSE Star MF

  • NSE NMF II

  • MFU

  • CAMS / KFinTech portals

• Basic proficiency in:

  • MS Excel (preferred: VLOOKUP, Pivot Table)

  • Google Workspace

  • Email communication

  • Portfolio management software (e.g., Wealth Elite, RedVision, NJ Fundz, Prudent, etc.)

Soft Skills

• Strong attention to detail and accuracy.

• Good communication and follow-up skills.

• Ability to manage multiple tasks efficiently.

• Positive attitude and willingness to learn.

Why Join Insure Health Wealth?

• Competitive in-hand salary with career growth opportunities.

• Work directly with experienced financial planners and advisors.

• Gain hands-on experience across mutual fund platforms and fintech tools.

• Friendly, professional, and growth-focused work environment.

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 2 years of experience.

More about this Office Staff job

1. What is the eligibility criteria to apply for this Office Staff job?
   Ans: The candidate should be Graduate and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹15000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Office Staff job?
   Ans: This Office Staff job will have 6 working days.
4. Are there any charges applicable while applying or joining this Office Staff job?
   Ans: No, there is no fee applicable for applying this Office Staff job and during the employment with the company, i.e., Insure Health Wealth.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Office Staff role?
   Ans: There is an immediate opening of 4 Office Staff at Insure Health Wealth
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Office Staff job?
   Ans: This Office Staff job has 10:00 AM - 06:00 PM timing.