Operations Intern – Financial Operations

Selected intern's day-to-day responsibilities include: 1. Assist in client onboarding and documentation. 2. Collect and verify KYC documents and account opening forms. 3. Scan, organize, and upload client documents to the CRM and other operational platforms. 4. Process and verify Mutual Fund transactions using approved systems. 5. Update transaction records whenever manual intervention is required. 6. Perform data reconciliation and maintain accurate operational records. 7. Generate transaction reports, account statements, and operational MIS. 8. Maintain organized digital and physical documentation. 9. Coordinate with internal teams to ensure smooth operational workflows. 10. Support day-to-day operational activities and other assigned responsibilities.