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Title: Role Team Lead / Sr Executive
About Us
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).
About the Team
Mutual Fund Operations team handles all MF Ops activities in coordination with Product, Tech, AMC, RTA, Exchange, and Customer Support agents.
About the Role
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
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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