Mutual Fund Customer Operations Executive

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**: -...

**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...

**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...

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 Title**:Mutual Fund Operations **Company Brief : AMS** AM Square Partners Pvt. Ltd. works across finance spectrum offering Asset Management, Finance & Business Consulting services, including consulting services in Technology. The circularity in work helps us to synergise ecosystems and enables opportunities for our clients. **Job...

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 diligent fresher to join our team immediately. **Who are we?** **Cambridge...

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...

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...

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,...

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 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,...

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 Overview**: **Key Responsibilities**: **Sales and Client Acquisition**: - Achieve individual sales targets for mutual fund products. - Identify and acquire new clients through various sales channels, including cold calling, networking, and referrals. - Educate potential clients on the benefits of mutual funds and tailor investment solutions to their...

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...

**Responsibilities**: - Understanding of Mutual Funds, Fixed Deposits & other Investment Avenues - Prepare Investment Proposals for Customers - Form Filling or Execution of Transactions on Various Investment Platforms - Knowledge of BSE MF Star, CAMS & Karvy Software’s will be an advantage - Solving Customer Queries within required Time - Maintain MIS -...

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...

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. -...

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 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...