Mutual Fund Distributor Executive

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...

**Profile - **Sales Executive **Exp. -** 1+ Yr. **Notice Period -** Immediate to 15 Days **Location - **Andheri East, Mumbai **Responsibilities for Sales Executive** - Call prospects on the data provided. - Recommend prospects for new business opportunities - Arrange maximum online meetings/demos with prospects - Collect and analyze information and...

We are mutual fund Distributor. We are looking for back office. We are using BSE StAR MF for Transaction and Wealth Magic for back office. Job description is as follows Maintaining accurate records of investor details, transactions, and other relevant information Manage and oversee daily operations related to mutual fund back office activities. Will...

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...

**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...

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,...

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...

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...

1. Monitors mutual fund, FD’s and IPO’s orders to ensure they comply with individual requirements and company policies. 2. Process the orders accordingly and close cases. 3. Interact with mutual fund AMC, FD AMC, clients, manager for any queries or complaints. 4. Report directly to the Manager to ensure consistency and execution of brand and...

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...

Operations Mumbai _Mumbai Western Suburbs_ April 24, 2024 - April 25, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Graduation is a must; Post Graduation/ MBA will be preferred - **Course Type **Full Time - **Required Certification **NISM V-B certified before joining. - **Min Required Experience (Years)...

**Job ID**: Mutual Fund Operations **Role**: Mutual Fund Operations **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: Executive to Associate Manager **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Handling bidding process of IPO/NCD/Bonds -...

**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...

ITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai Western Suburbs_ April 29, 2024 - April 30, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Graduation - **Course Type **Full Time - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **5 **Responsibilities...

**Designation: Audit Executive for Capital Market (Mutual Fund / PMS)** **Job Requirement**: 2. Good Communication and Drafting Skills 3. Good Accounting & Capital Market Knowledge 4. Advance Excel Knowledge (Vlookup, Hlookup, Pivot & other Formulas..) 1. We are looking for an Audit Executive with hands-on experience in the Capital Market i.e in Mutual...

Finance Mumbai _Mumbai_ June 3, 2023 - June 3, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **40 LPA - **Required Education **Professionally Qualified and/or Post Graduate qualification specializing in CFA preferred - **Min Required Experience (Years) **9 - **Max Required Experience (Years) **14 Talent Profile -...

Compliance Mumbai _Mumbai Western Suburbs_ February 15, 2024 - February 15, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **5 - Responsible for overall Compliance, Legal and Corporate Secretarial functions of AMC and Trustee...

Compliance Mumbai _Mumbai_ April 4, 2024 - April 5, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **CS - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **5 **Key Attributes**: - To monitor activities undertaken by AMC and ensure the same is in...

Position: RM-Insurance-Mutual Fund **Min Experience** 6 Years **Max Experience** 10 Years **Notice Period** Max 30 days Location: Mumbai Budget: 20L to 23L Designation: RM - Mutual Fund and Insurance Reporting: Executive Vice President/ Vice President Banks & Financial Institutions Group (BFIG) as a group in the bank has the following verticals -...

We are seeking an experienced and knowledgeable individual to join our team as a Mutual Fund Product Manager. This role requires a minimum of 4 to 5 years of experience within the mutual fund sector. If you have a passion for financial products, a deep understanding of mutual funds, and a proven track record in product management, we would love to hear from...