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Mumbai, Maharashtra, India DSP Mutual Fund Full timeJob DescriptionWhat is the objective of the role- Responsible for Relationship Management and handling Mutual Fund sales from direct clients.- Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chain- Engage with the customers regularly and conduct their portfolio...
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Director of Mutual Fund Operations
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Mumbai, Maharashtra, India beBeeOperational Full time ₹ 40,00,000 - ₹ 60,00,000Job Title:Operations Director">Job Description:Ensure the smooth operation of the mutual fund by managing day-to-day activities, including fund accounting, trade settlement, record-keeping, and investor servicing.Oversee the timely and accurate processing of transactions, including subscriptions, redemptions, and dividend distributions.Develop and implement...
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Compliance Officer – Mutual Fund
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Mumbai, Maharashtra, India Nuvama Group Full timePosition Summary:The Mutual Fund Compliance Officer is responsible for ensuring that the mutual fund's operations, activities, and dealings comply with all the regulations, rules, and guidelines laid down by the Securities and Exchange Board of India (SEBI) and other governing authorities. This position is critical to ensuring the fund operates with the...
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Compliance Officer – Mutual Fund
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Compliance Officer – Mutual Fund
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Mutual Fund Strategist
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Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000We are seeking an experienced professional to join our team as a Mutual Fund Strategist. As part of this role, you will be responsible for developing and executing a comprehensive strategy to establish and expand the mutual fund distribution business.Key Responsibilities:Business Growth Strategy: Develop and execute a plan to drive revenue growth, asset...
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Mutual Fund Specialist
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Operation - Mutual Funds & Broking
1 month ago
Job Summary: We are seeking a detail-oriented and proactive Mutual Fund Operations Executive to manage the day-to-day operational activities related to mutual fund investments. The role involves handling mutual fund transactions, maintaining client records, preparing and sending monthly reports and tax documents, and managing both new client account openings and existing client portfolios across multiple asset classes. Key Responsibilities: Handle daily mutual fund transactions and upload related data accurately. Maintain and update client records and investment data in a systematic manner. Prepare and send monthly portfolio performance reports and tax reports to clients. Manage the onboarding process for new client accounts and ensure smooth account setup. Oversee existing client accounts, ensuring timely updates and addressing client queries. Coordinate with internal teams to ensure compliance and smooth operations. Required Skills & Qualifications: Prior experience in mutual fund operations or financial services is preferred. Strong organisational skills and attention to detail. Proficient in MS Excel and data management tools. Good communication skills to interact with clients and internal teams. Ability to work independently and manage multiple tasks efficiently
