Mutual Fund Operations - Internship

Selected intern's day-to-day responsibilities include:

1\. Assist for onboarding individual, corporate, or minor investment accounts

on the Bombay Stock Exchange (BSE)

2\. Execute orders such as systematic investment plans (SIP), systematic

withdrawal plans (SWP), systematic transfer plans (STP), redemptions,

dividends and switches for mutual fund clients

3\. Prepare and send periodic performance and other relevant reports to

clients

4\. Reconcile accounts and portfolios on a daily, weekly, and monthly basis

5\. Conduct thorough research of various mutual funds to provide informed

recommendations to clients

6\. Manage and operate multiple popular mutual fund trading platforms,

including BSE STAR MF, IFA Planet, ICICI Prudential Technology, and FundzBazar

7\. Ensure compliance with SEBI, AMFI, and other regulatory bodies

8\. Respond promptly and effectively to client inquiries regarding their

investments and account-related matters