Mutual Fund Operations Assistant

Operations & back-office executive for the activity of Mutual Fund Distribution, Equity Broking & Investment Consultancy. Should have knowledge of the Mutual Fund Industry and Equity Broking. Role includes interaction with clients, AMCs etc. Handling service related issues & resolutions. Ability to learn new skills and be flexible to work according to the...

Job Profile Client Management Client onboarding Client transaction and execution Data Management of client Handling transmission cases Minor to Major, Transmission due to death, and Residence status to Non-Residence and vice versa. Sending various reports to the client Whatever incidental work comes up in terms of client management. Preferred...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and diligent fresher to join our team immediately. **Who are we?** **Cambridge...

Compliance Pune _Pune_ March 12, 2024 - March 13, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Pune - **Course Type **Full Time - **Required Certification **CS with / without LLB - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **5 **JOB PURPOSE** (Summarize in one statement why the job exists; and how it...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. **Who are...

Telecaller for Mutual Fund And Demat Account Opening Mutual Fund opening and Service to Clients. Demat Account Opening. Provide Online & offline Course Info. **Job Types**: Full-time, Regular / Permanent **Salary**: ₹8,086.00 - ₹25,778.20 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Overtime pay - Performance...

Job Profile & Responsibilities Connecting with existing investors and helping them to achieve their financial goals. Getting client references and building a new client base. client-centric approach Team building and leadership quality. Financial Plan Creation and Execution Knowledge of Mutual funds, PMS, and other financial products. Good verbal...

A BACKOFFICE CANDIDATE REQUIRED FOR MUTUAL FUND OFFFICE. EXPERIENCE SHOULD BE 1-2 YEARS IN SECURITY MARKET. **Salary**: ₹25,000.00 - ₹30,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person

Core Purpose of the role:Onboard network of key MFD’s, intermediaries.Responsibilities for Sales and relationship management with set of Intermediaries/distributors mapped.Responsible for promoting our Funds and capabilities to distributors as suitable, to be able to analyze the asset allocation of distributors to customize the approach in accordance for...

Core Purpose of the role: Onboard network of key MFD’s, intermediaries. Responsibilities for Sales and relationship management with set of Intermediaries/distributors mapped. Responsible for promoting our Funds and capabilities to distributors as suitable, to be able to analyze the asset allocation of distributors to customize the approach in accordance...

Core Purpose of the role:Onboard network of key MFD’s, intermediaries.Responsibilities for Sales and relationship management with set of Intermediaries/distributors mapped.Responsible for promoting our Funds and capabilities to distributors as suitable, to be able to analyze the asset allocation of distributors to customize the approach in accordance for...

Compliance Pune _Pune_ February 8, 2024 - February 8, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Pune - **Required Education **CS with/without LLB - **Course Type **Full Time - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **5 **SEBI (Mutual Funds) Regulations, 1996** **1. **Monitoring requirements** -...

Compliance Pune _Pune_ February 8, 2024 - February 8, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Pune - **Required Education **CS with/without LLB - **Course Type **Full Time - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **5 **SEBI (Mutual Funds) Regulations, 1996** **1. **Monitoring requirements** -...

Accounting / Tax / Company Secretary / Audit Pune _Pune_ March 12, 2024 - March 13, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Pune - **Required Education **Qualified CA or CA Intermediate pass - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **8 First point of contact for all the...

Accounting / Tax / Company Secretary / Audit Pune _Pune_ March 12, March 13, 2025 Mutual FundJob Overview:- Office Location (Area) Pune- Required Education Qualified CA or CA Intermediate pass- Course Type Full Time- Min Required Experience (Years) 2- Max Required Experience (Years) 8First point of contact for all the regulatory audits for the Company and...

Compliance Pune _Pune_ February 8, February 8, 2025 Mutual FundJob Overview:- Office Location (Area) Pune- Required Education CS with/without LLB- Course Type Full Time- Min Required Experience (Years) 3- Max Required Experience (Years) 5SEBI (Mutual Funds) Regulations, 19961. Monitoring requirements**- Coordination and follow up with employees for employee...

Job Requirements Job Title: Business Manager - Mutual Fund Sales at Fintech Blue Solutions, Pune, Maharashtra.Company Name: Fintech Blue SolutionsLocation: Pune, Maharashtra.Salary: INR 3 - 6 Lacs P.A.Employment Type: Full Time, PermanentJob Description:Are you ready to take your career to the next level in the exciting world of Mutual Fund Sales? Join us at...

SupervisorPuneAbout CitcoCitco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs.About the Team & Business Line:Fund Administration is Citco's...

IR Data Processor Pune **About Citco** Citco is a global leader in fund services, corporate governance and related asset services with more than 7,000 staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. **About the Team &...

Supervisor Pune **About Citco** Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. **About the Team & Business Line**: Fund...