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Operations & KYC Associate – Investments
Operations & KYC Associate – InvestmentsOngoleBulls • hyderabad, telangana, in
Operations & KYC Associate – Investments

Operations & KYC Associate – Investments

OngoleBulls • hyderabad, telangana, in
1 day ago
Job description

Position : Operations & KYC Associate Location : Hyderabad Experience : 0–2 years Role Summary

You will handle onboarding, KYC processing, documentation, backend operations, and support all investment transactions across Mutual Funds, SIF, and NPS.

Key Responsibilities

  • Process new client onboarding & CKYC
  • Verify documents, PAN, Aadhaar, signatures
  • Coordinate with AMCs, R&T Agents, SIF partners
  • Process SIP, lumpsum, redemptions, switches
  • Maintain transaction accuracy & compliance
  • Update client records, CRM data & reports
  • Handle operational queries from RMs & clients
  • Support compliance team with audits / document checks

Requirements

  • B.Com / BBA / B.Sc / B.Tech graduates
  • Good attention to detail
  • Basic understanding of MF operations (training provided)
  • Comfort with Excel, CRM & digital forms
  • Freshers welcome
  • Benefits

  • Growth towards Operations Specialist / Compliance Executive
  • Exposure to entire investment operations lifecycle
  • Performance-based incentives
  • Apply

    📧 hr@ongolebullsinvest.com

    📍 Hyderabad Office

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    Investment Associate • hyderabad, telangana, in

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