Mutual Fund Operations Executive

Kotak Mutual Fund is seeking a highly skilled Investment Relationship Specialist to join our team.About the Role:The successful candidate will be responsible for building relationships with HNI clients, providing personalized investment advice, and suggesting suitable investment products.This role requires a deep understanding of personal finance, fixed...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

**Position: Mutual fund operations** Experience: 6 Months - 2 years Salary CTC: 15k to 20k Max per month Location: Mumbai Education: Graduate Key pointers: smart, good understanding on BSC Software, good communication, customer query handling Industry preference: someone coming from Mutual fund distributor, AMC **Salary**: From ₹15,000.00 per...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

**We are urgently looking for Mutual Fund - Operations location based at Barakhamba Road, New Delhi** - **Understanding of internal system.** - **Reconciliation of transactions between the exchange and back - **Order placement into the exchange.** - **Updated with the regulator s norms.** - **Handling client queries / inspection queries.** - **Liaising with...

Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...

Urgent Hiring for the position of Back Office Executive in Mutual Fund department. (Mutual Funds Experience required) **Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

**Experience in Mutual Fund Operations**: - **Deep-Dive Research**: - **Balancing Risk and Reward**: - **Strategic Asset Allocation**: - **Continuous Learning and Adaptability**: - **Tailoring to Investor Needs**: - **Fostering Investor Confidence** Pay: ₹15,000.00 - ₹30,000.00 per month Schedule: - Morning shift **Experience**: - total work:...

Kotak Mutual Fund is a leading player in the Indian mutual fund industry. We are currently seeking an experienced Portfolio Manager to join our team.Job Description:We are looking for a customer-focused individual with portfolio management experience to advice and suggest different investment avenues to high net worth individuals (HNI) clients.The ideal...

About the Role:We are seeking an experienced Financial Relationship Specialist to join our team at Kotak Mutual Fund.As a key member of our Portfolio Management team, you will play a crucial role in building and maintaining relationships with High Net Worth (HNI) clients. Your expertise will be invaluable in advising and suggesting different investment...

Job OverviewTata Mutual Fund is committed to driving sales growth and achieving business targets in the retail loan products segment. As a key member of our team, you will play a vital role in enhancing and upgrading client relationships while maximizing sales through effective networking and strong liaisons.Key ResponsibilitiesDrive sales numbers and...

About Us:Tata Mutual Fund is a leading player in the Indian mutual fund industry, providing innovative investment solutions to individual investors and institutional clients. We are committed to delivering exceptional returns while ensuring the highest standards of risk management and customer service.Job Description:The National Manager will be responsible...

We are looking for a highly motivated Mutual Fund Advisor to join our team at Kotak Mutual Fund.About the Role:The successful candidate will be responsible for advising HNI clients on investment options and strategies, while also growing the existing AUM book size.This role requires a strong understanding of personal finance, fixed income and equity...

Job Overview:Tata Mutual Fund is seeking an experienced National Manager to drive sales growth and lead our country-wide sales team. This is a critical role that requires strong leadership, excellent communication skills, and the ability to develop effective sales strategies.Key Responsibilities:Sales Process Management: Drive sales numbers and achieve...

Job Role Customer interactive role with Portfolio Management experience. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial...

Job Role - Customer interactive role with Portfolio Management experience. - Advice and suggesting different investment avenues to HNI clients. - Acquiring and catering to new HNI clients. - Growing the existing AUM book size. - Products- Mutual Fund/ PMS/AIF. Job Requirements - Knowledge of personal finance (Taxation, Deductions & Benefits) - Knowledge...