Operations Executive (R and T) Jobs in Chennai Mutual Fund and AMC
⚡ Hiring Now🏫 Chennai Mutual Fund and AMC Employment Zones
Chennai's private mutual fund distributor offices and investment platforms serve retail and HNI investors from Guindy and Ambattur MIDC, employing Tamil-speaking mutual fund advisors, relationship managers, and operations executives.
Mutual Fund and AMC employment zones in Chennai include Guindy, Ambattur MIDC, Sholinganallur, Anna Nagar, Nungambakkam, T. Nagar, Adyar, Velachery, Taramani, and Perungudi.
📋 Job Description
Jobzi is sourcing qualified candidates for Operations Executive (R and T) positions in Chennai's private Mutual Fund and AMC sector. This is a full-time opportunity with a reputed Mutual Fund and Asset Management employer in Chennai offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Chennai.
📌 Key Responsibilities
- Process mutual fund purchase, redemption, and switch transactions through the R and T platform within prescribed turnaround times
- Perform daily NAV reconciliation between fund books and R and T records
- Identify and resolve transaction discrepancies in coordination with AMC operations and fund accounting teams
- Maintain accurate unit-holder records and folio data in the R and T system
- Generate daily and monthly operations MIS reports for management review
- Support audit and compliance teams during periodic regulatory inspections
- Ensure data quality and integrity in all transaction records uploaded to the R and T system
🎓 Qualifications and Requirements
- What is the role of a registrar and transfer agent in the mutual fund industry?
- Explain the NAV computation and reconciliation process.
- What are the key turnaround time (TAT) norms for mutual fund transaction processing?
- How do you identify and resolve a transaction discrepancy in the R and T system?
- What is the difference between a growth plan and a dividend plan in a mutual fund?
- Describe your experience with back-office data entry and reconciliation.
- What is a folio number and how is it used in R and T operations?
- Good Tamil and English communication skills for team coordination and client interaction in Chennai.
✅ Required Skills
🏆 Certifications and Qualifications
NISM Series V-A (Mutual Fund Distributor) for distribution and sales roles; NISM Series XV (Research Analyst) for equity research roles; CFA (Chartered Financial Analyst) Level I/II for fund analyst and portfolio management roles; CFP (Certified Financial Planner) for wealth management roles; AMFI Registration Number (ARN) for sales and distribution roles; NISM Series X-A (Investment Adviser Level 1) for advisory roles; FRM (Financial Risk Manager) for risk management roles in AMCs; CA or CMA for compliance and fund accounting roles
Frequently Asked Questions
What kinds of mutual fund and AMC jobs are available in Chennai?
Chennai offers a wide range of mutual fund and AMC roles including investor services, KYC compliance, fund accounting, equity and fixed income research, risk analysis, sales and distribution, product management, and senior leadership positions such as fund manager and zonal sales manager. Private AMC branch offices, R and T operations centres, and mutual fund distribution firms across Nungambakkam, Anna Nagar, T. Nagar, and Velachery are active hiring hubs for these roles throughout the year.
Which certifications improve hiring chances for mutual fund jobs in Chennai?
NISM Series V-A (Mutual Fund Distributor) is the baseline requirement for most sales and distribution roles and is mandatory for AMFI Registration Number (ARN) holders. CFA Level I or II significantly strengthens research and fund management applications. CA or CMA qualifications are valued for compliance and fund accounting roles. NISM Series XV (Research Analyst) and FRM (Financial Risk Manager) are additional credentials that differentiate candidates applying for equity research and risk analyst positions in Chennai AMCs.
What is the career growth path in mutual fund and AMC companies in Chennai?
Entry-level candidates typically begin as investor services executives, operations executives, or KYC compliance executives before moving into mid-level roles such as relationship manager, fund accountant, or research analyst within two to four years. With strong performance and advanced qualifications like CFA or MBA Finance, professionals can progress to risk analyst, compliance officer, or product manager roles. Senior tracks lead to zonal sales manager, head of operations, or ultimately fund manager and CIO positions over a ten-to-twenty-year career span.
What does an Operations Executive in R and T do in mutual fund companies?
An Operations Executive in a registrar and transfer agent setting processes mutual fund transactions including purchases, redemptions, and switches. They reconcile NAV figures daily, maintain unit-holder folio records, and generate MIS reports. R and T operations executives are the backbone of mutual fund back-office functions, ensuring that every investor transaction is accurately recorded and settled within SEBI-prescribed turnaround times. Accuracy, data entry speed, and knowledge of mutual fund back-office systems are key competencies for this role.
What qualifications are needed for R and T Operations Executive jobs in Chennai?
A graduate degree in any discipline is the minimum qualification. Familiarity with mutual fund transaction types, NAV reconciliation, and basic Excel skills are expected at the entry level. Candidates who have completed an NISM V-A certification or a short course in mutual fund operations have an advantage. R and T operations centres in Chennai, particularly in Guindy, Perungudi, and Sholinganallur, actively hire fresh graduates with strong data accuracy skills for these back-office roles.
What is the growth path from an R and T Operations Executive role?
Operations Executives in R and T firms typically move into senior operations or team leader roles after two to three years. With additional experience in fund accounting or compliance, candidates can transition into fund accountant, compliance executive, or operations manager positions within AMC branch offices or fund houses. Pursuing CA Inter, CMA, or an MBA Finance degree alongside the role significantly accelerates career progression into mid-level operations and finance roles in the mutual fund industry.
What is the salary for Operations Executive (R and T) in Chennai Mutual Fund and AMC in
A Operations Executive (R and T) in Chennai earns between Rs.17,500 and Rs.33,500 per month in July 2026, depending on experience, skills, and employer.
What experience is required for Operations Executive (R and T) jobs in
0 - 2 Years of relevant experience is typically required for Operations Executive (R and T) positions in Chennai's private Mutual Fund and AMC sector.
வேலை விவரம் - தமிழில்
Chennai-ல் Operations Executive (R and T) வேலைவாய்ப்பு. மாத சம்பளம் ரூ.17,500 முதல் ரூ.33,500 வரை. 0 - 2 Years અனுபவம் தேவை. Mutual Fund and AMC-ல் Full Time பணி. ஆர்வமுள்ளவர்கள் Jobzi மூலம் விண்ணப்பிக்கலாம்.