Mutual Fund and Admin Executive

7 months ago


Mumbai, India DHS TRRUE WEALTH MANAGEMENT CONSULTANCY PRIVATE LIMITED Full time

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



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