Mutual Fund Operation

About Us">">Kotak Mutual Fund is a well-established company with a strong presence in the mutual fund industry.">We have a reputation for delivering innovative investment solutions to our customers.">">Job Description">This is a key position within our organization, responsible for developing content that engages and informs our audience. As a Content...

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**: -...

Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment. - Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets. - Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat...

Job Description: Senior Executive/ Sr. Senior Executive - **Good operational knowledge preferably in-Service Industry **_**(Equity & Mutual Fund transaction processing likeSubscription/ Redemption/ Switch etc).**_ - He/ She should have worked with the Wealth Spectrum system. - Should have handled Trades Settlement activity & queries if any. - Strong...

**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...

Lower Parel Mumbai SALARY max UPTO 6 LPA - Shift Timing: 9am to 6pm Mon to Sat working. - age limit: 30 years - Qualification: - Graduate Work experience: 2-5 years of experience in client interaction role in a service industry Relevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firm About Firm - Firm...

**What you will work on: Mutual Fund Operations** - As a Mutual Fund Operations executive, you will be responsible for smooth running of day-to-day operations - Maintaining MIS and accurate records of investor details, transactions, and other relevant information - Managing internal escalations, customer queries, and regulatory complaints - Sending portfolio...

**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...

**Company Overview**Tata Mutual Fund, a leading financial services provider, is seeking an experienced Insurance Lead to join our team. In this role, you will be responsible for driving insurance penetration across all channels, ensuring compliance with regulatory requirements, and managing relationships with insurance partners and vendors.**Job...

Job Description:The primary objective of this role is to provide exceptional client service and support to investors and distributors at the DSP Fund office in Mumbai/Andheri Branch. This involves handling front office activities, including attending to investor inquiries, accepting and timestamping transactions after necessary scrutiny, and ensuring timely...

Location : - Mulund, Mumbai Education - Any graduate Experience: - : 2yrs+ working experience in Back office operations with Mutual Fund Distributor **Skills**: - Knowledge of mutual fund operations, investment products, and financial markets is essential. - Familiarity with relevant regulatory frameworks and compliance requirements. - Strong analytical...

Job Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...

Job Title: Research Analyst and Financial Content WriterCompany: Quantum Information Services Pvt. Ltd. (QISPL)Location: MumbaiNo. of Positions: 1About the Role:We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...

Job Title: Research Analyst and Financial Content WriterCompany: Quantum Information Services Pvt. Ltd. (QISPL)Location: MumbaiNo. of Positions: 1About the Role:We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research background...

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...

**Mutual fund Operations**: - From 5 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** - System updates Equity & Debt price update, AUM, Holding & Paid up capital update in dealing module - Cash flow update with Redemption, Switch, Settlement, opening balance operating & custody accounts, corporate action...

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...

Job Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1 About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...