Operation Executive SPK Finserve Private Limited

Key Responsibilities

• Process transactions end-to-end for mutual funds: subscriptions, redemptions, switches, SIPs/STPs, and related corporate actions, ensuring accuracy and timeliness.
• Maintain client records, KYC, and documentation; keep databases/CRMs updated with investor profiles and non-financial changes (address, bank, nominee).
• Operate MF transaction platforms and RTAs: NSE NMF II, BSE Star MF, MFU; coordinate with AMCs/RTAs for confirmations, corrections, and issue resolution.

Provide back-office support to advisors/front office and respond to client/branch queries on status, statements, and operational requests

• Identify process gaps, standardize SOPs, and drive efficiency/automation in recurring tasks and reporting.

Insurance-Focused Back Office Tasks

• Policy administration: new business set-up, endorsements, renewals, cancellations; manage certificates and documentation 
• Claims support: intake, data validation, routing, follow-ups, and timely closure coordination with underwriting/claims teams
• Compliance and reporting: regulatory reports, document retention, audit readiness, and policy data accuracy controls.