Selected intern’s day-to-day responsibilities include:

1. Manage daily mutual fund activity operations through online platforms, which would include onboarding new clients, transactions, report generation, invoice raising, brokerage calculation, and reconciliation
2. Work on coordination with AMCs, RTA, and any third-party products like fixed deposits, insurance, AIF, PMS, and P2P instruments
3. Work on onboarding new clients
4. Make investment plans for new clients as well as circulate house-approved investment products to all existing clients periodically
5. Handle online transactions
6. Take accountability and follow existing operational processes/controls
7. Work on reports, generate portfolio holding reports, capital gains reports, and various other mutual fund reports through Wealth Elite
8. Get specific reports from AMC’s back office
9. Reconcile brokerage in coordination with accounts and admin staff
10. Coordinate and follow up with specific AMCs or third parties for any discrepancy in revenue shortfall or income collection
11. Handle NRI clients (account opening for mutual fund and third-party products and understanding of bank accounts like NRE/NRO, through which NRIs can invest in India)

Skills & Requirements:

1. Must have completed BCom/BFM/BBM
2. Must have knowledge of NISM – mutual fund distribution
3. Should have good knowledge of the various investment products