Mutual Fund and Admin Executive
7 months ago
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 communication strategy for all mutual fund, FD & IPO products across the Investment business
5. Work closely with Digital Marketing Strategy member and provide input for digital-specific strategies for Mutual Fund products
6. Regularly send portfolio reports to the clients
7. Maintain data in the software and verify with the existing data.
8. Needs to be updated with form filling and submission of forms and other documents
9. Attend regular trainings and needs to be updates by all regular updates of Mutual fund
**Salary**: ₹15,000.00 - ₹18,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
- total: 1 year (preferred)
**Language**:
- English and hindi (preferred)
Ability to Commute:
- Mumbai, Maharashtra (required)
**Speak with the employer**
+91 9819741396
-
Mutual Fund Sales Executive
3 months ago
Andheri, Mumbai, Maharashtra, India Mutual fund Full timeWork 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**: -...
-
Kotak Mutual Fund | Operations Manager | mumbai
1 month ago
mumbai, India Kotak Mutual Fund Full timeResponsibilitiesThe ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings.Execution of Funds Settlement of HNI & NRI clients.To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.To process...
-
Kotak Mutual Fund | Operations Manager | mumbai
1 month ago
mumbai, India Kotak Mutual Fund Full timeResponsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...
-
Kotak Mutual Fund | Operations Manager | mumbai
1 month ago
mumbai, India Kotak Mutual Fund Full timeResponsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...
-
Axis Mutual Fund | Company Secretary
2 weeks ago
Mumbai, India Axis Mutual Fund Full timeWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
Axis Mutual Fund | Company Secretary
2 weeks ago
mumbai, India Axis Mutual Fund Full timeWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
Axis Mutual Fund | Company Secretary
2 weeks ago
mumbai, India Axis Mutual Fund Full timeWho we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
Axis Mutual Fund | Company Secretary
3 weeks ago
mumbai, India Axis Mutual Fund Full timeWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...
-
mumbai, India Canara Robeco Mutual Fund Full timeTrack and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...
-
mumbai, India Canara Robeco Mutual Fund Full timeTrack and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...
-
mumbai, India Canara Robeco Mutual Fund Full timeTrack and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...
-
Mutual Fund and Admin Executive
7 months ago
Mumbai, India DHS TRRUE WEALTH MANAGEMENT CONSULTANCY PRIVATE LIMITED Full time1. Needs to handle Mutual Fund Operation Work i. Co ordinating with Companies and client for Mutual Fund. ii. Filing, Form fill ups and follow up with client and Companies. 2.Need to handle Team of around 7 to 10 employees and Supervise every employees work. 3. Should have knowledge of mails, word, powerpoint, excel, net surfing. 4. Good Communication...
-
Customer Service Executive
3 months ago
Mumbai, Maharashtra, India Zecruiters Jobconnect Private Limited Full time**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 -...
-
Mutual Fund Advisor
7 months ago
Mumbai, India Talent Corner Full timeRoles 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...
-
Mutual Fund Operation Executive
1 month ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**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...
-
Operation Executive
3 weeks ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**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...
-
Sales Executive
3 months ago
Andheri, Mumbai, Maharashtra, India R.S. Placement Consultant Full time**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...
-
Mutual Fund Executive
2 weeks ago
Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full timeLead 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...
-
Mutual Fund Operation
6 months ago
Dadar, Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time**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...
-
Mutual Fund Auditor
7 months ago
Mumbai, India waays live solution Full time**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...