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Operations Executive

3 months ago

Noida, Uttar Pradesh, India Satyaom Insurance Broker Pvt Ltd Full time

Greetings of the day

Job Title:
Operations Executive - Equity & Mutual Fund

Company Overview:


Our company Moneymasterz is a comprehensive wealth management company with a diverse team of professionals working in all aspects of financial well-being.

In the last seven years, we have helped 8000+ clients with wealth management in 5+ countries. Today, we are trusted with more than 750 Cr. of assets by our esteemed clients as we help them manage their finances.

As a one-stop solution for all our clients' financial worries, our team's goal is to deliver an unsurpassed and customized experience based on our client's needs.

Because what works for your friend, colleague, or family member may not work for you.

Everyone is unique, and a hence different set of services to - GROW YOUR MONEY.

Responsibilities:


The Equity & Mutual Fund Operations Executive will be responsible for managing investment portfolios, providing investment advice, and executing equity and mutual fund transactions for clients.

They will play a crucial role in analyzing market trends, conducting research, and ensuring compliance with regulatory requirements.

  • Responsible for generating leads for financial products which includes share market and mutual fund.
  • Provide details of online generated leads to your reporting Manager.
  • Responsible for database management of clients.
  • Handling Mutual Funds division and end to end operations of it.
  • MF corporate action process like dividend payout /dividend reinvestment issue to clients by coordinating with RTA/AMC.
  • Good with English Communication (Verbal and Written)
  • Monitor and manage clients' investment portfolios to ensure alignment with their financial goals and risk tolerance.
  • Foster strong relationships with clients, understanding their individual financial needs and objectives.
  • Provide regular updates on portfolio performance and market insights.

Qualifications:

  • Must be at least Graduate.
  • Bachelor's degree in Finance, Economics, or related field.
  • Minimum 23 years of experience in equity and mutual fund management.
  • Strong understanding of financial markets, investment products, and regulatory requirements.
  • Excellent analytical skills and proficiency in financial modeling.

Additional Skills:

  • Excellent Communication skills.
  • Good interpersonal skills.
  • Knowledge of Financial products.
  • Proficient in investment software and tools (e.g., Investwell, Screener etc.).
  • Strong communication and interpersonal skills.
  • Ability to work effectively in a teamoriented environment.
  • 6 days working, Monday through Saturday
  • 09:30 am to 06:30 pm.

Location:
World Trade Tower Noida Sec-16
***
Salary: Up to ₹480,000.00 per year

Schedule:

  • Day shift

Supplemental pay types:

  • Performance bonus

Ability to commute/relocate:

  • Noida,

Uttar Pradesh:
Reliably commute or planning to relocate before starting work (required)

Experience:

  • Operations: 1 year (preferred)
Mutual Funds: 1 year (preferred)

Speak with the employer