Investment Support Executive

Location: Chennai

Experience: 0–2 Years

Openings: 3

Salary: ₹2.5–4.2 LPA

Role Overview

Provides backend support for investor transactions, compliance, onboarding, and operations.

Responsibilities

• Customer KYC verification & account activation

• Transaction processing (SIPs, Switch, Redemption)

• Follow-up with AMCs & RTA teams

• Resolve client queries by email/phone

• Maintain MIS and documentation

• Ensure regulatory compliance

Requirements

• Detail-oriented with good Excel skills

• Strong coordination ability

• Basic knowledge of financial products