<div>At NTG, we’re building the future by solving real-world problems with AI. Our group consists of three specialized companies, each pushing boundaries in its domain.</div>

Neuraleap Technologies Group

Mutual Fund Operations and Insurance Executive
Location: Bengaluru
About the Role
We are looking for a dependable and detail-oriented professional to manage mutual fund operations, support insurance and fixed-income execution, and ensure that every client request is completed accurately and on time. This is a hands-on role that works closely with the client-facing team, clients, AMCs, insurers, and other service partners.
The right person will be comfortable with process-driven work, take ownership of follow-ups and records, and communicate with clients patiently and clearly.
Key Responsibilities
Mutual Fund Operations
<ul>
<li>Process and track mutual fund transactions through the NSE NMF platform and, where required, through physical applications.</li>
<li>Coordinate with AMCs and other service partners to ensure smooth and timely transaction processing.</li>
<li>Execute investment plans and client requests, including purchases, redemptions, switches, SIPs, and related operational requirements.</li>
<li>Track SIP closures and pending requests, follow up for completion, and keep concerned team members informed.</li>
<li>Handle non-routine transactions such as transmission, minor-to-major changes, tax-status changes, change of broker, and gifting or transfer of units.</li>
<li>Maintain complete and accurate operational records for wealth-management and financial-planning clients in Zoho CRM, and reconcile with Investwell Mint back-office systems.</li>
</ul>
Insurance and Fixed-Income Support
<ul>
<li>Support insurance policy processing, renewals, and client handholding in coordination with the internal team.</li>
<li>Assist clients with policy maturity requirements and coordinate with relationship managers at LIC, ICICI Prudential Life, HDFC Life, and other insurers, as applicable.</li>
<li>Manage the application, renewal, and onboarding process for fixed-income products such as fixed deposits and eligible bonds, including REC products.</li>
</ul>
Client Servicing and Records
<ul>
<li>Guide clients through KYC, mandate and ACH registration, documentation, and other transaction requirements.</li>
<li>Communicate with clients through email, telephone, and WhatsApp for transaction execution, follow-ups, and status updates.</li>
<li>Respond to operational queries directly or coordinate with the client-facing team for timely resolution.</li>
<li>Keep client data, application forms, and supporting documents updated and well organised across Zoho CRM, Investwell Mint, and office records.</li>
<li>Update transactions in the MIS and CRM, reconcile them with back-office records, and prepare periodic client-wise reports.</li>
</ul>
Office Coordination
<ul>
<li>Support routine administrative work that arises in the normal course of business, including petty-cash records and office stationery.</li>
<li>Coordinate client birthday greetings and similar client-service activities.</li>
<li>Coordinate new empanelments and operational requirements for PMS, AIF, SIF, and GIFT City offerings.</li>
<li>Generate and maintain brokerage invoices for PMS and AIF transactions, where applicable.</li>
</ul>
What We Are Looking For
<ul>
<li>A graduate in Commerce, an MBA, or a related qualification.</li>
<li>Two to four years of relevant experience with a mutual fund distributor, wealth-management firm, AMC, or a similar organisation is preferred.</li>
<li>Strong working knowledge of Microsoft Excel is essential.</li>
<li>Experience with NSE NMF, Investwell Mint, and Zoho CRM will be an advantage. Experience with any MF online platform and any back office is a must.</li>
<li>Good spoken and written communication skills in English; working knowledge of Hindi and Kannada is preferred.</li>
<li>High attention to detail and comfort with accurate, process-oriented work.</li>
<li>A client-service mindset, patience in follow-ups, and the ability to take ownership until a task is completed.</li>
<li>Ability to organise multiple requests, meet timelines, maintain confidentiality, and work well with a team.</li>
</ul>