Job descriptionStrong understanding of financial instruments and operationsProcessing of mutual fund transactions (online & offline)Coordination with AMCs and R&T agentsHandling FD application processing & queryCoordination with respective issuer for day to day updationDocumentation and processing of capital gain bond investmentsCommunication with issuing institutionsFamiliarity with regulatory and compliance frameworks (FD, Mutual Fund, CKYC, CVL KRA)Proficient in Microsoft Excel (including formulas, pivot tables), Word, and PowerPointPreparing reports and maintaining data using MS Excel