Mutual Fund Back Office Assistant

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...

**- 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 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 -...

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...

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,...

**Back Office Executive Responsibilities**: - Gathering and processing research data. - Assisting and coordinating with the team. - Assisting the Front Office. - Organizing and updating calendars. - Processing company receipts, invoices, and bills. - Assisting management. **Back Office Executive Requirements**: - Bachelor’s degree in business...

**Job ID**: Mutual Fund Sales **Role**: Mutual Fund Sales **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Acquiring clients for Online MF channel - Cross marketing of other...

We are looking at hiring for a CSO position in Mumbai and here are the requirements. - Should be excellent in Advanced MS Excel - Basic understanding of Mutual Fund - Fresher or 1 year of experience (With the basic minimum understanding of Mutual Fund and Finance) **Salary**: ₹21,000.00 - ₹25,000.00 per month **Benefits**: - Health insurance -...

Function : Risk Management Qualifications: FRM/CFA/CA or MBA from a reputed Business School with specialization in Finance Work Experience (highlight): 3-5 years of experience in risk management team within Mutual Funds / AMC Core Purpose of the Role: Monitoring and reporting of investment restrictions (Regulatory / SID /...

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...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager- Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.- Business Strategy to increase MF Business through SIPs and new AUM- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager - Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.- Business Strategy to increase MF Business through SIPs and new AUM- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager - Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks. - Business Strategy to increase MF Business through SIPs and new AUM - Having up-to-date Product information on Mutual Funds. Research driven product selection and...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager - Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.- Business Strategy to increase MF Business through SIPs and new AUM- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...

Compliance Mumbai _Mumbai Western Suburbs_ December 1, 2023 - December 1, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **CS/Company Secretary - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **0 Designation : Trustee Officer PRINCIPAL...

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...

**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...

Trade Support Executive (Back office) Assisting senior fixed income dealers in interacting with the fund managers/ treasury dealers of various banks, corporates and mutual funds Any fresher graduate can apply Salary - 10000 to 15000 All Saturday half day. **Salary**: ₹10,000.00 - ₹15,000.00 per month Schedule: - Day shift Ability to...

Compliance Mumbai _Mumbai Western Suburbs_ February 20, 2024 - February 20, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **CA/CS/LLB - **Course Type **Full Time - **Min Required Experience (Years) **7 - **Max Required Experience (Years) **10 **Key Roles and Responsibilities**: - Regulatory Compliance - MIS...