Mutual Fund - Operations

Function:

Operations — Mutual Fund Desk

Engagement Type:

Full time

Duration:

3 months probation— with opportunity for a full-time job offer on successful completion

Reporting To:

Operations Head / Director

Working Days:

Monday to Friday

Working Hours:

10:30 AM – 6:30 PM

WFH Allowance:

1 day per week (discretion)

Location:

Janakpuri, Delhi — Office-based

Target Profile:

Final-year student / recent graduate

Requirements

About Us

Ratni Distributors Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-292768) specialising in retirement planning for government officers, civil servants, and CPSE employees. We are a small, focused team where every person’s contribution is visible and valued. You will not be fetching coffee — you will be managing real client transactions from Day 1.

Role Purpose

The Operations Intern supports the execution of client transactions on the Mutual Fund Desk. This covers financial transactions (purchases, redemptions, SIPs, switches) and non-financial transactions (nominee updates, bank mandate changes, KYC corrections). Every transaction must be logged in Zoho CRM with rationale, executed on time, and communicated to the client at each stage. The intern also builds the foundational skills needed to grow into a Relationship Manager role.

Key Responsibilities

A.  Transaction Management

●      Log every client task in Zoho CRM with clear rationale and a supporting advisory note before execution.

●      Send task details to the client for approval before executing any transaction.

●      On approval: execute within the prescribed timeline.

●      On no response: follow up with the client to resolve the issue.

●      On decline: mark the task as “Aborted” or “Completed” as applicable, with a closing note.

B.  Client Communication & Execution Support

●      Contact clients for OTPs, verifications, and transaction confirmations.

●      Guide clients on screen-sharing calls for transactions they must execute at their end (registrations, portal navigation, first-time SIPs).

●      Coordinate with AMCs, CAMS, and KFintech on operational queries, folio issues, and service requests.

●      Maintain complete client records on the Investwell platform (portfolio data, net worth).

●      All calls must be made through Zoho CRM only. No parallel communication channels.

C.  RM Support & Growth Activities

●      Schedule and coordinate meetings between clients and Relationship Managers.

●      Identify gaps in client portfolios or service delivery and flag them to the RM.

●      Build knowledge: mutual fund products, SIP mechanics, risk profiling basics, fund categories.

●      Support IAP (Investor Awareness Programme) logistics where required.

What We Expect From You

Education

Any graduate (final year students may apply). NISM VA preferred; must be cleared within 2 months of joining if not already held.

Communication

Clear verbal communication in Hindi and English. Clients are senior professionals — confidence and courtesy are non-negotiable.

Tech Comfort

Comfortable with CRM tools (Zoho preferred), MS Office, and screen-sharing software. Familiarity with Investwell is a plus. Ai learning is must.

Attitude

Detail-oriented, reliable, and proactive. You will handle live client tasks — errors have real consequences.

Confidentiality

Client financial data is strictly confidential. A Data Handling NDA is signed on Day 1.

Benefits

What You Will Learn

●      End-to-end mutual fund transaction lifecycle (from instruction to execution).

●      How a CRM-driven advisory desk operates in a live wealth management environment.

●      Client communication protocols used by MF distribution professionals.

●      Basic financial planning: goal-based investing, SIP compounding, risk profiling, fund selection.

●      Regulatory framework: AMFI, SEBI guidelines, KYC process, AML basics.

How to Apply

Send your CV to hr@ratnidistributors.com

Contact: +91 93192 00664