Mutual Fund Back-office Operations Executive

Title: Mutual Fund Back Office Operations Manager Location: Malad west, Mumbai. Experience: 5 to 8 years. **Salary**: 30k to 55k We are seeking a highly motivated and experienced individual to join our team as a Mutual Fund Back Office Operations Manager. In this role, you will play a pivotal part in setting up and optimizing the back-office operations for...

We have an excellent opportunity for the profile of Back Office Operations from Mutual Fund Industry. **Designation**: Back Office Operations **Location **: Marine lines, Mumbai **Salary**: 25k-35k **Experience **:2 years of relevant work experience **Qualification **:Graduate **Job Description**: - Handling documentation for various investment...

**Key Responsibilities** - Understand Clients’ Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for clients and presenting them - Meeting Targets and Client Retention...

Job SummaryWe are looking for a talented Kotak Mutual Fund Sales Director to lead our banking business and drive revenue growth. The ideal candidate will have a strong background in sales, leadership, and relationship management.About UsKotak Mutual Fund is a trusted name in the financial industry, with a reputation for excellence and integrity. We offer a...

Investment Operations Role:We are seeking an experienced Senior Accountant to join our Investment Operations team at Kotak Mutual Fund.Responsibilities:Develop expertise in Capital Market Products and stay updated on industry developments.Apply strong accounting knowledge to ensure accurate financial entries and reports.Maintain checks and controls on income...

Responsibilities : Client servicing and back-end operations support for Direct clients. Online/offline transactions execution, tracking, and reconciliation.  Handle client queries related to transactions. Provide transactional support to clients. Manage other activities i.e. Daily business MIS, Excel sheet, etc. Desired Candidate Profile: ...

Job Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...

Job Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...

Key Responsibilities: - Maintaining accurate records of investor details, transactions, and other relevant information.Addressing investor queries and providing assistance as needed. - Utilizing appropriate software and systems for efficient back office operations. - Online & Offline Form filling for various Platforms used for Investments. - Documentation...

Greetings of the Day! We have an excellent opportunity for Back office Executive for a well-known company. - **Designation - Back office Executive**: - Location - Powai - Experience - 1+ Years exp in Back office - Mutual funds or Insurance - Work days & Time - Mon-Sat - Alternated Sat Off, 9 AM-6 PM **Salary**: ₹15,000.00 - ₹25,000.00 per...

Greetings of the Day! We have an excellent opportunity for a Back office Executive for a well-known company Designation - Back office executive Location - Powai Experience - 1+ Years exp in Back office - Mutual funds, Gen Insurance Work days & Time - Mon-Sat - Alternate Sat Off, 9 AM-6 PM **JD -** Back office work Report Generation Mail...

Title : Mutual Fund Operations / Customer Service Job Description: - Understanding of internal system. - Reconciliation of transactions between the exchange and back-office - Order placement into the exchange. - Updated with the regulator’s norms. - Handling client queries / inspection queries. - Liaising with colleagues and other teams to resolve issues...

**Company Profile**:A boutique wealth management/investment advisory company is looking for a new team member to expand and manage its ever growing operations. It deal in mutual funds, direct stocks, ULIP and structured products. The company in managed by 4 ex IIMs and IIT graduates, who have worked in the industry for decades. Thus, they bring extensive...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

**- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. - Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund - Proven ability in conducting webinars on different MF topics for clients - Deftly developed a presentation for Investor Education program, Market review, Internal Performance...

Job Title: Compliance Officer - Mutual Fund Compliance Location**:Mumbai (on-site: Andheri/Belapur)** Experience**:3+ years in Mutual Fund compliance** Job Summary: We are currently looking for compliance professionals with a graduation degree **from AMC, financial or NBFC industry **with **minimum 3 years of experience in Mutual Fund compliance.** Roles...

**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...

**Location **:Mumbai **Qualification**: Bachelor's degree or related field **Experience in Years**: 3 - 4 years of relevant experience into Mutual Fund Operations **Scope and Responsibilities**: - Handling bidding process of IPO/NCD/Bonds. - Updating the interest rate and brokerage of FD. - Generating IPO in the system and keeping record of FD, NCD, IPO...

Work from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales or any sales executives with 1-2 years of experience is a must - Freshers Don't apply - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 -...

**We have an urgent opening for Relationship Manager (Mutual Fund Advisor into Sales) Position for Vile Parle, Mumbai location** Company Details: Renowned Stock Broking Company Relevant Job Experience : 4+ Years **Relationship Manager -** - Any Graduate with minimum experience of 3-4+ years experience in distribution knowledge in sales of Mutual Fund. -...