Mutual Funds Operations Associate

**Urgent Opening : Mutual Fund Executive** **Responsibilities**: - Oversee and optimize operational processes to enhance productivity and efficiency. - Address customer inquiries, concerns, and issues related to operations promptly and professionally. - End to End Mutual Fund investment process. - Prepare and present regular reports on operational...

We are looking for a dynamic sales representative to kickstart a new business line, and are looking for an individual who is enthusiastic, fearless, and able to build relationships. With excellent opportunities to grow with the company, this opportunity is excellent for someone who can take charge of a region and grow this. The company is looking at a strong...

**Job Title -** Operations Executive (Mutual Funds) **Reporting to -** Operations Head **Location -** Satellite Road Ahmedabad **Responsibilities**: **1. Process Management**: Oversee and optimize operational processes to enhance productivity and efficiency. **2. Vendor Relations**: Manage relationships with vendors, negotiate contracts, and ensure...

**Function**: Operations/Back Office **Location**: Ahmedabad **Description**: **Job Profile**: Ø Processing Mutual Fund/FD/Bond Transactions Ø Managing Queries/requirement post Transaction processing Ø Servicing to HNI/Ultra HNI Clients for the requirement Reports/SOA **Desired Profile**: Ø Mutual Fund Experience of at least 2-3 years Ø Good...

This is a full-time on-site role for a Mutual Fund Representative at eNROUTE Investments in Ahmedabad. The Mutual Fund Representative will be responsible for providing customer service, managing portfolios, and handling investments in mutual funds. **Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹20,000.00 per month Schedule: - Day...

Mutual Funds Executive (Operations) X 1 Positions - Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients...

Job Title: Independent Mutual Fund Sales Specialist Job Overview: We're seeking a self-driven Independent Mutual Fund Sales Specialist to **autonomously achieve and surpass sales targets **while excelling in client acquisition and back-office operations. **Responsibilities**: ~Independently acquire clients interested in mutual fund investments. ~Provide...

We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance. - Tie up with different AMCs, and can do marketing and sales for MFs. - Contacting existing clients and pitch new investment...

Demonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...

Handling Mutual Fund Sales & Development - B2B and B2C. - Arrange meeting with Brokers, B2B clients and B2C Activation. - Activation of account in Mutual fund for new and old Brokers. - Providing guidance concern to your reporting authority of SIP and Lumsum mutual fund products. - Helping in generating transaction to the Broker for Purchase and Sales in...

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...

Position: Trainer - Mutual Fund Trainer Company: Telios Tax Solutions & Business Management Private Limited Job Location : Surat Job Responsibilities: Develop and deliver training programs for our sales team on mutual funds and financial products - Provide product knowledge and sales techniques training to enhance team performance - Collaborate with...

Location- Ahmedabad- Type- Full Time- Department- Operations**Operations Associate**: The Operations Associate plays a critical role in the back-office functioning of our firm.With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps monitor smooth functioning of our systems, processes KYC requests, onboards new...

**Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹12,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - Mutual Fund Industry: 1 year (preferred) Work Location: In person

**About Market Hub Stock Broking Pvt. Ltd.**: Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and...

Critical Routine 1. Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and Wealth Management channels 2. Handling sales through Multi channels 3. Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with new and the...

**Summary**: Aceler8, our family of funds, is tailor-made for Asia’s Digital SMEs through heavy usage of technology at all stages of the investment process. Our first fund is fully raised and deployed. We are now setting up new funds in India and UAE respectively. This is an excellent opportunity for a mid-career professional in fund operations seeking...

**Job Summary**: PMS Financial Services is looking to hire a **Operations & Research Associate** who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Roles & Responsibilities**: - Undertaking Financial Research and Analysis...

**Summary**: We are looking for an early career professional with 2-4 years’ experience in fund operations to join the operations team for our upcoming debt funds in India and UAE. Aceler8, our family of funds, is tailor-made for Asia’s Digital SMEs through heavy usage of technology at all stages of the investment process. Our first fund is fully...

**Job Summary**: PMS Financial Services is looking to hire a **Operations Associate - Equity & MF **who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Roles & Responsibilities**: - Undertaking Financial Research and Analysis...