Dhanvantri Capital Services Private Limited
Website:
dhanvantree.com
Job details:
Company Description Dhanvantri Capital Services Private Limited, operating under the trade name Dhanvantree, is an AMFI-registered mutual fund distributor (ARN - 194216) serving clients across the Greater Delhi Area. The firm focuses on empowering individuals to achieve their financial aspirations through expert guidance and personalized investment strategies.
Department: Operations
Location: Connaught Place, New Delhi
Experience: 1–3 Years
Employment Type: Full-Time | Work from Office
Working Days: Monday to Saturday
Timings: 9:30 AM – 6:30 PM
Salary: Negotiable based on experience, skills and previous CTC
Immediate joiners preferred
Role Description
We are looking for a detail-oriented Operations Executive – Mutual Funds & Insurance to manage day-to-day mutual fund and insurance operations, client documentation, transaction processing, reconciliations, and coordination with clients and internal teams.
The ideal candidate should have hands-on knowledge of mutual fund operations and be comfortable handling insurance back-office processes and client servicing.
Key Responsibilities
Mutual Fund Operations
- Process transactions including Purchase, Redemption, Switch, SIP, STP and SWP.
- Process and track NACH mandates and other transaction requests.
- Manage KYC, CKYC, FATCA, folio creation and client documentation.
- Work with platforms such as BSE StAR MF, NSE NMF II, MFU, CAMS and KFintech.
- Maintain client data, transaction records and back-office reports.
- Handle ARN, EUIN, brokerage and transaction reconciliations.
- Coordinate with AMCs and RTAs for transaction processing and query resolution.
Insurance Operations
- Handle back-office operations for Life, Health and General Insurance.
- Assist with policy issuance, renewals, endorsements and client documentation.
- Track pending proposals, policy status and renewal requirements.
- Coordinate with insurance companies, clients and internal teams for operational requirements.
- Assist clients with documentation and coordination related to claims and service requests.
- Maintain accurate insurance policy and client records.
Client & Internal Coordination
- Coordinate with clients and Relationship Managers to resolve operational queries.
- Take client feedback over calls, record concerns and ensure appropriate follow-up.
- Ensure timely closure of pending operational requests.
- Support compliance, documentation and audit requirements.
Eligibility & Requirements
- Graduate; B.Com, BBA, Finance or related background preferred.
- NISM Series V-A: Mutual Fund Distributors Certification – Mandatory.
- Prior experience working on Investwell for Mutual Fund operations and back-office activities.
- 1–3 years of experience in Mutual Fund, Insurance or BFSI operations.
- Good knowledge of MS Excel, Mutual Fund operations and documentation.
- Basic understanding of Life, Health and General Insurance operations.
- Strong attention to detail and ability to maintain accurate records.
- Good verbal and written communication skills in English and Hindi.
- Comfortable communicating with clients over calls.
Preferred
- Hands-on experience with BSE StAR MF, NSE NMF II, MFU, CAMS and KFintech.
- Hands-on experience in insurance policy issuance, renewals, endorsements and servicing.
- Previous experience with a Mutual Fund Distributor, Insurance Intermediary, AMC, RTA or BFSI organization.
Key Skills
Mutual Fund Operations | Insurance Operations | NISM V-A | Investwell | MS Excel | BSE StAR MF | NSE NMF II | MFU | CAMS | KFintech | KYC | FATCA | CKYC | Reconciliation | Policy Servicing | Client Handling | Documentation
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