ఆఫీస్ స్టాఫ్

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 బ్యాక్ ఆఫీస్ / డేటా ఎంట్రీ job for candidates with 0 - 2 years of experience.

ఆఫీస్ స్టాఫ్ job గురించి మరింత

1. ఆఫీస్ స్టాఫ్ jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 0 - 2 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹10000 - ₹15000 నెలకుని మీరు ఆశించవచ్చు. ఇది ముంబైలో Full Time Job.
3. ఆఫీస్ స్టాఫ్ job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ ఆఫీస్ స్టాఫ్ jobకు 6 working days ఉంటాయి.
4. ఈ ఆఫీస్ స్టాఫ్ jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ ఆఫీస్ స్టాఫ్ jobకు కంపెనీలో ఉదాహరణకు, Insure Health Wealthలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ ఆఫీస్ స్టాఫ్ రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: Insure Health Wealth వద్ద 4 ఆఫీస్ స్టాఫ్ ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ బ్యాక్ ఆఫీస్ / డేటా ఎంట్రీ jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ ఆఫీస్ స్టాఫ్ Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ ఆఫీస్ స్టాఫ్ jobకు 10:00 AM - 06:00 PM టైమింగ్ ఉంటుంది.