Mutual Fund Operation Executive

5 months ago


Mumbai Maharashtra, India Finace Infosolution LLP Full time

Key Responsibilities:

- Maintaining accurate records of investor details, transactions, and other relevant information.Addressing investor queries and providing assistance as needed.
- Utilizing appropriate software and systems for efficient back office operations.
- Online & Offline Form filling for various Platforms used for Investments.
- Documentation for Various Investment Products like Mutual Funds, Stocks, FDs, Bonds, PMS.
- Reconciliation of investor’s investments and other back office functions like MIS, nonfinancial transactions, different types of reports.
- Co-ordinating with team, ensuring customer delight by achieving timely delivery & quality service.
- Graduate in any discipline with CFP / CWM Degree
- Oral and written communication skills in English
- Efficient at MS Office
- Comfortable with use of technology

Pay: ₹15,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person



  • Andheri, Mumbai, Maharashtra, India Mutual fund Full time

    Work 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**: -...

  • Mutual Fund Operation

    5 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 Operation

    5 months ago


    Lower Parel, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

  • Mutual Fund Executive

    5 months ago


    Mulund, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...


  • Navi Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full time

    Mutual Fund Operations Job DescriptionMintskill HR Solutions LLP seeks a skilled Mutual Fund Operations Specialist to assist in the onboarding of individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE).The ideal candidate will execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP),...


  • Navi Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full time

    Mutual Fund Operations SpecialistAt Mintskill HR Solutions LLP, we are seeking a skilled Mutual Fund Operations Specialist to join our team. As a key member of our operations team, you will be responsible for assisting with the onboarding of individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE). Your duties will also include...


  • Mumbai, India Primestar Investments Full time

    We are seeking a fresher or experienced professional to join our team as an Assistant Operations Manager for Primestar Investments - a boutique Mutual Fund Investment firm. The ideal candidate will be trained extensively and be responsible for all Operational aspects of the business.Key Responsibilities:• Execute online/offline Mutual Fund transactions for...


  • Mumbai, India Client of Inteegrity Consults Full time

    Location : - Mulund, Mumbai Education - Any graduate Experience: - : 2yrs+ working experience in Back office operations with Mutual Fund Distributor **Skills**: - Knowledge of mutual fund operations, investment products, and financial markets is essential. - Familiarity with relevant regulatory frameworks and compliance requirements. - Strong analytical...


  • Nariman Point, Mumbai, Maharashtra, India SOBA INFOSEC PVT LTD Full time

    Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches, new SIPs lump sums,...


  • Pune, Maharashtra, India Cambridge Wealth Full time

    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...


  • Pune, Maharashtra, India Cambridge Wealth Full time

    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...

  • Operations Executive

    2 months ago


    Lower Parel, Mumbai, Maharashtra, India Telebroad Enterprises Pvt. Ltd. Full time

    Job Description: Senior Executive/ Sr. Senior Executive - **Good operational knowledge preferably in-Service Industry **_**(Equity & Mutual Fund transaction processing likeSubscription/ Redemption/ Switch etc).**_ - He/ She should have worked with the Wealth Spectrum system. - Should have handled Trades Settlement activity & queries if any. - Strong...


  • Mumbai, Maharashtra, India Finace Infosolution LLP Full time

    Key Responsibilities: - Maintaining accurate records of investor details, transactions, and other relevant information.Addressing investor queries and providing assistance as needed. - Utilizing appropriate software and systems for efficient back office operations. - Online & Offline Form filling for various Platforms used for Investments. - Documentation...


  • Malad, Mumbai, Maharashtra, India Sensys Technologies Pvt. Ltd Full time

    Title: Mutual Fund Back Office Operations Manager Location: Malad west, Mumbai. Experience: 5 to 8 years. **Salary**: 30k to 50k **Job Description**: 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...

  • Sales Executive

    2 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...


  • Mumbai, Maharashtra, India Finace Full time

    Key Responsibilities: - Maintaining accurate records of investor details, transactions, and other relevant information. - Addressing investor queries and providing assistance as needed. - Utilizing appropriate software and systems for efficient back office operations. - Online & Offline Form filling for various Platforms used for Investments. -...

  • Mutual Funds Expert

    6 days ago


    Mumbai, Maharashtra, India Talent Corner Full time

    Talent Corner is seeking a skilled Mutual Funds Expert to develop client relationships, including High Net Worth (HNI) clients, for mutual fund services. The ideal candidate will have managed mutual fund distribution businesses and possess knowledge of various mutual fund schemes. Key responsibilities include explaining mutual fund transactions to clients...


  • Malad East, Mumbai, Maharashtra, India Sensys Technologies Pvt. Ltd Full time

    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...

  • Mutual Fund Advisor

    5 months ago


    Mumbai, India Talent Corner Full time

    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...


  • Mumbai, Maharashtra, India Talent Corner Full time

    Roles and ResponsibilitiesWe are seeking a skilled Mutual Fund Advisor to develop strong client relationships, particularly with high net worth individuals. The ideal candidate will have experience managing mutual fund distribution businesses and a deep understanding of various mutual fund schemes. They will be responsible for explaining these schemes to...