October 17, 2024

groww

Associate - Mutual Fund Operations

Job Description

About Groww

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity, and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat.

Our Vision

Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.

Our Values

Our culture enables us to be what we are — India’s fastest-growing financial services company. Everyone at Groww enjoys the autonomy and flexibility to bring their best work to the table, as well as craft a promising career for themselves.

The values that form our foundation are:

Radical customer centricity
Ownership-driven culture
Keeping everything simple
Long-term thinking
Complete transparency

Job Responsibility:

Utilize Excel functions and formulas for preparing data.
Collaborate with clients, financial advisors, and portfolio managers to address their inquiries and provide insights on investment opportunities. Build and maintain strong client relationships through regular communication and reporting.
Build and maintain strong client relationships through regular communication and reporting with AMC, RTAs, Exchanges & other third parties.
Stay updated with industry regulations and compliance requirements governing mutual funds. Ensure all activities and processes adhere to regulatory guidelines, including KYC (Know Your Customer) and AML (Anti-Money Laundering) policies.
Work closely with cross-functional teams, including operations, sales, and marketing, to support mutual fund initiatives and deliver integrated solutions to clients. Collaborate on product development and enhancement projects.

Job Requirement

Proven experience 1-2 year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices.
Strong knowledge of financial markets, investment products, and regulatory frameworks governing the mutual fund industry.
Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
Strong problem-solving skills and the ability to work independently or as part of a team.
High ethical standards and commitment to maintaining confidentiality of sensitive information.
Qualification: Any graduate