Team Lead / Sr Executive-Mutual Fund Oerations-PML

About the role

Paytm Money Limited is a SEBI-registered Stockbroker and Depository Participant offering services in equity and derivatives trading, depository services, and IPO investments. Our simplified user experience enables customers to begin their investment journey with zero paperwork, seamless digital KYC, automated payments, updated portfolio tracking, and powerful insights for informed decision-making. Paytm Money is also registered with PFRDA as a Point of Presence, providing investment options in the National Pension System (NPS). Mutual Fund Operations team handles all MF Ops activities in coordination with Product, Tech, AMC, RTA, Exchange, and Customer Support agents. Team Lead / Sr Executive will manage Mutual Fund Operations activities and act as the SPOC for MF Ops processes. The role involves handling daily reconciliation activities and working closely with Product, Tech, BSE Star Exchange, AMC, RTA, and Customer Support teams to resolve reconciliation issues and customer complaints within defined TAT. Expectations / Requirements Mutual Fund Operations Expertise Strong understanding of Mutual Fund Operations processes Experience with BSE Star portal for handling MF transactions Ability to perform daily reconciliation activities Customer & Interdepartmental Communication Ability to resolve customer queries within defined TAT Strong coordination skills with Product, PG, and internal teams Good communication and analytical skills Technical & Analytical Skills Working knowledge of SQL and Excel Superpowers / Skills Self-motivated with strong communication skills Quick learner Flexible to work from office and extend hours/weekends if required Ability to take additional responsibilities Technical skills are an added advantage Location: Bangalore Qualifications & Experience Graduate from a recognized university 1 to 3 years of experience in the Mutual Fund industry Why Join Us Collaborative, output-driven environment leveraging technology Opportunity to improve revenue through cross-sell initiatives 360-degree feedback culture across teams A culture of earned respect among peers and managers

Additional Information

Title: Role Team Lead / Sr Executive

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