About Inbest
Inbest helps clients invest confidently in Mutual Funds by providing research-driven advice and end-to-end operational support. As part of the operations team, you will play a key role in ensuring that every client transaction is executed accurately, on time and in full compliance with regulatory guidelines.
Role Objective
To manage day-to-day mutual fund operations including transaction processing, client servicing and coordination with AMCs, while maintaining high standards of accuracy, compliance and documentation.
Key Responsibilities
- Process purchase, switch, SIP, STP and redemption transactions for mutual fund clients.
- Coordinate with AMCs, RTAs and platforms for transaction status, corrections and queries.
- Verify client KYC status, bank details and documentation prior to transaction execution.
- Maintain and update client investment records, statements and transaction logs.
- Assist in preparing portfolio reports, capital gain statements and investment summaries.
- Handle client queries related to NAVs, portfolio holdings, transaction status and statements.
- Support internal compliance checks and ensure adherence to SEBI/AMFI guidelines.
- Work closely with the advisory/team leads to ensure smooth execution of recommended investments.
Skills Required
- 1–2 years of experience in mutual fund operations, wealth management or a related financial role.
- Good understanding of mutual fund products, transaction types and basic regulations.
- Familiarity with MF platforms, RTA portals (such as CAMS/KFintech) will be an advantage.
- Strong attention to detail and accuracy in handling numbers and client data.
- Good communication skills for client coordination and follow-ups.
- Proficiency in MS Excel and basic reporting.
Why Join Inbest
- Work closely with a growing investments team focused on long-term client relationships.
- Gain deep exposure to practical mutual fund operations and real client portfolios.
- Structured learning environment with scope to grow into senior operations or advisory roles.
- Opportunity to be part of a stable, process-driven organisation in the financial services space.