Back Office Mutual Fund Executive

4 weeks ago


Majura Gate Surat Gujarat, India Market-Hub stock brocking Pvt Ltd. Full time

**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 well-structured portfolios. We offer a wide array of investment options, including mutual funds, equities, and other financial products.

**Job Overview**:
**Key Responsibilities**:

- Handling Mutual Funds division and end to end operations of it. MF trade processing.
- MF corporate action process like dividend payout /dividend reinvestment issue to clients by coordinating with RTA/AMC.
- Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
- Smooth Branch coordination - to ensure mínimal complaints and quick resolution
- Handling various day to day transaction activities.
- Processing of Applications for new entities by uploading in DBMS software.
- Ensuring Agents are compliant with Regulatory framework.
- Support to sub agents regarding transactions, software installation, reimbursements and reconciliation.
- Administrative support for all data entry on daily basis with MS Excel.
- Client Servicing i.e. Coordination with the client for renewals & other services
- Follow up with various clients regarding Mutual Fund & insurance service
- Filling up a various form of Mutual Fund& insurance
- Handling online portals
- Maintain Data of clients
- Mail Drafting & Coordination
- Preparation of reports, knowledge of Ms word, MS Excel
- Resolving day to day issues of customers.

**Qualifications & Skills**:

- Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.
- Minimum [X] years of experience in back-office operations, preferably in the mutual fund or financial services industry.
- Proficiency in handling mutual fund software systems, Microsoft Office (Excel, Word, etc.), and data management tools.
- Strong understanding of mutual fund products, financial regulations, and transaction processes.
- Excellent organizational skills with attention to detail and accuracy.
- Good communication skills and ability to work collaboratively with internal teams.

**Key Competencies**:

- Strong problem-solving skills and ability to manage multiple tasks simultaneously.
- Detail-oriented approach with the ability to handle large volumes of transactions accurately.
- Good understanding of financial regulations related to mutual funds, including KYC and AML.
- Ability to work in a fast-paced environment with tight deadlines.

**Why Join Us**:

- **Growth Opportunities**: At Market Hub, we believe in investing in our employees' growth and development. We offer training programs and career advancement opportunities.
- **Dynamic Environment**: Work in a fast-paced, dynamic industry with a supportive and collaborative team.

**How to Apply**:
Pay: ₹20,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


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