Mutual Fund Operations Trainee

Work from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales executive with 1-2 years of experience is a must - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 - ₹400,000.00 per year **Benefits**: -...

**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

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...

We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

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...

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...

We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

Managing day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...

We are looking for a skilled and experienced Operations Executive with expertise in mutual fund back office operations and rectification of transactions. As an Operations Executive, you will play a crucial role in ensuring the smooth functioning of our mutual fund operations, handling transaction rectification, and maintaining accurate records. Your...

Title: Mutual Fund Back Office Operations Manager Location: Malad west, Mumbai. Experience: 5 to 8 years. **Salary**: 30k to 50k **Job Description**: 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...

Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches, new SIPs lump sums,...

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...

**Job description** Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches,...

**Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and...

required Telesales - Mutual Fund. Location - Powai & Vikhroli Qualification - HSC or any Graduate. Experience - Min 1 yrs experience in Mutual fund. Mutual Fund experience Mandatory Languages - English, Hindi, Marathi, Kananda, Tamil Good Communication Skill immediate joiner preferred. **Salary**: Up to ₹30,000.00 per month Schedule: - Fixed...

Wehire Talent Solutions is hiring for chat Immediate joining Location : Mahape ( Navi Mumbai ) Nippon - Mutual Fund Graduate with min. 6 months to 1 year of BPO Experience Good Communication (Versant4) Fixed Day shift 8am to 8pm - any 9 hours shift window 1 Rotational Off Salary - 18000 inhand, 22000 CTC 2. RBT & Outbound Outbound Sales Graduate...

A BACKOFFICE CANDIDATE REQUIRED FOR MUTUAL FUND OFFFICE. EXPERIENCE SHOULD BE 1-2 YEARS IN SECURITY MARKET. **Salary**: ₹25,000.00 - ₹30,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person

**Key Responsibilities: -** Reading of Circulars of Regulators of SEBI and understanding the same and examination of guidelines on a regular basis to ensure authenticity, compliance with procedures and guidelines. The expertise should be in mutual fund audit. - auditing annual financial statements, assisting with reports to shareholders, and conducting...

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...

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...