Experience Required: Minimum 1 year in a related profile
Job Type: Full-Time
Work Location: On-site (Office-based)
Job Responsibilities:
Process transactions related to mutual funds, trading, and account handling
Manage day-to-day operations, data entries, and reporting
Ensure accurate client KYC, documentation, and compliance with regulatory guidelines
Maintain and update client portfolios on internal systems
Coordinate with advisors, clients, and external partners to ensure seamless execution
Support internal audits and follow operational SOPs
Required Skills:
1+ year of experience in financial back office or operations (mutual fund/trading preferred)
Good command over Excel, Tally, and basic computer systems
Strong attention to detail and accuracy
Ability to work with confidential data responsibly
Knowledge of mutual fund platforms (BSE Star, NSE NMF, etc.) is a plus
About the Company:
VishnuPriya Neo Finserv Pvt. Ltd. is a trusted financial services company based in Varanasi, offering a full range of investment and wealth management solutions. From mutual funds, demat accounts, and insurance to private equity, IPOs, and financial planning—our aim is to simplify finance for every individual and business. With a client-first approach and a deep understanding of market dynamics, we help our customers make informed financial decisions and build a secure future.
We are expanding and looking for enthusiastic, skilled individuals to join our growing team!