Mutual Fund Specialist

Operations & back-office executive for the activity of Mutual Fund Distribution, Equity Broking & Investment Consultancy. Should have knowledge of the Mutual Fund Industry and Equity Broking. Role includes interaction with clients, AMCs etc. Handling service related issues & resolutions. Ability to learn new skills and be flexible to work according to the...

Role & Responsibilities:Conduct fundamental research on equities, sectors, and mutual funds.Analyse company financial statements, balance sheets, cash flows, and earnings reports.Prepare valuation models (DCF, comparables, ratios) for stock recommendations.Track macroeconomic indicators, interest rates, and policy changes affecting investments.Evaluate...

Job Profile Client Management Client onboarding Client transaction and execution Data Management of client Handling transmission cases Minor to Major, Transmission due to death, and Residence status to Non-Residence and vice versa. Sending various reports to the client Whatever incidental work comes up in terms of client management. Preferred...

Job Profile & Responsibilities Connecting with existing investors and helping them to achieve their financial goals. Getting client references and building a new client base. client-centric approach Team building and leadership quality. Financial Plan Creation and Execution Knowledge of Mutual funds, PMS, and other financial products. Good verbal...

**Key Responsibilities**: - Handle daily back-office operations related to mutual funds, PMS, and equity broking. - Prepare and manage client and internal reports using Microsoft Excel. - Coordinate with Asset Management Companies (AMCs), clients, and related entities for service-related activities. - Resolve client queries and ensure smooth execution of...

Company DescriptionIC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services including Mutual Funds investments, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have earned a reputation as a trusted partner in the financial industry. Our team of...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. **Who are...

Key ResponsibilitiesProcess mutual fund subscription, redemption, SIP, and switch transactions accurately and timely.Reconcile fund accounts daily and resolve discrepancies promptly.Maintain and update investor records and transaction data in the system.Support the preparation of daily NAV (Net Asset Value) calculations.Coordinate with Exchanges, RTA, AMC,...

We are seeking a highly motivated and experienced professional to join our team as an Assistant Branch Manager - Mutual Funds. The ideal candidate will have a strong background in the BFSI industry, particularly with mutual funds products and services.Key ResponsibilitiesBranch Operations & Service Delivery:Manage and oversee daily branch operations to...

Greetings from AVANICONSULTINGWe are hiring for leading companyResponsibilities:To promote all the product line of Mutual FundTo up sell Fun products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned...