Mutual Fund Operation Executive

Job SummaryWe are looking for a talented Kotak Mutual Fund Sales Director to lead our banking business and drive revenue growth. The ideal candidate will have a strong background in sales, leadership, and relationship management.About UsKotak Mutual Fund is a trusted name in the financial industry, with a reputation for excellence and integrity. We offer a...

Investment Operations Role:We are seeking an experienced Senior Accountant to join our Investment Operations team at Kotak Mutual Fund.Responsibilities:Develop expertise in Capital Market Products and stay updated on industry developments.Apply strong accounting knowledge to ensure accurate financial entries and reports.Maintain checks and controls on income...

Job Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...

Job Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...

**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...

**Location **:Mumbai **Qualification**: Bachelor's degree or related field **Experience in Years**: 3 - 4 years of relevant experience into Mutual Fund Operations **Scope and Responsibilities**: - Handling bidding process of IPO/NCD/Bonds. - Updating the interest rate and brokerage of FD. - Generating IPO in the system and keeping record of FD, NCD, IPO...

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...

**Job Description - Mutual Fund Backoffice Operations Executive** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Mutual Fund Operations executives to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial...

Work from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales or any sales executives with 1-2 years of experience is a must - Freshers Don't apply - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 -...

Title: Mutual Fund Back Office Operations Manager Location: Malad west, Mumbai. Experience: 5 to 8 years. **Salary**: 30k to 55k We are seeking a highly motivated and experienced individual to join our team as a Mutual Fund Back Office Operations Manager. In this role, you will play a pivotal part in setting up and optimizing the back-office operations for...

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...

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...

**Lead 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...

**Mutual fund Operations**: - From 5 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** - System updates Equity & Debt price update, AUM, Holding & Paid up capital update in dealing module - Cash flow update with Redemption, Switch, Settlement, opening balance operating & custody accounts, corporate action...

Wehire Talent Solutions is hiring for chat Immediate joining Location : Mahape ( Navi Mumbai ) Nippon - Mutual Fund Graduate with min. 6 months to 1 year of BPO Experience Good Communication (Versant4) Fixed Day shift 8am to 8pm - any 9 hours shift window 1 Rotational Off Salary - 18000 inhand, 22000 CTC 2. RBT & Outbound Outbound Sales Graduate...

Location : Mumbai Function : Operations Qualifications: Graduation with background in Finance. Work Experience (highlight) : At least 2 – 3 years of prior experience in Indian Mutual Fund Operations. Exposure to Regulatory Reporting, Custody and Fund accounting Activities will be preferred. Core Purpose of the Role: Check and...

Location : Mumbai Function : Operations Qualifications: Graduation with background in Finance. Work Experience (highlight) : At least 2 – 3 years of prior experience in Indian Mutual Fund Operations. Exposure to Regulatory Reporting, Custody and Fund accounting Activities will be preferred. Core Purpose of the Role: Check and...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

**We have an urgent opening for Relationship Manager (Mutual Fund Advisor into Sales) Position for Vile Parle, Mumbai location** Company Details: Renowned Stock Broking Company Relevant Job Experience : 4+ Years **Relationship Manager -** - Any Graduate with minimum experience of 3-4+ years experience in distribution knowledge in sales of Mutual Fund. -...

Job Title: Compliance Officer - Mutual Fund Compliance Location**:Mumbai (on-site: Andheri/Belapur)** Experience**:3+ years in Mutual Fund compliance** Job Summary: We are currently looking for compliance professionals with a graduation degree **from AMC, financial or NBFC industry **with **minimum 3 years of experience in Mutual Fund compliance.** Roles...