Mutual Fund Specialist

Company Description Founded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments. Role Description This is a full-time on-site role for a Mutual Fund...

Company DescriptionFounded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments.Role DescriptionThis is a full-time on-site role for a Mutual Fund...

Company DescriptionFounded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments.Role DescriptionThis is a full-time on-site role for a Mutual Fund...

Company DescriptionFounded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments.Role DescriptionThis is a full-time on-site role for a Mutual Fund...

Company Description Founded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments. Role Description This is a full-time on-site role for a...

Company DescriptionFounded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments.Role DescriptionThis is a full-time on-site role for a Mutual Fund...

Company DescriptionFounded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments.Role DescriptionThis is a full-time on-site role for a Mutual Fund...

Company Description Founded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments. Role Description This is a full-time on-site role for a...

Company DescriptionFounded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments.Role DescriptionThis is a full-time on-site role for a Mutual Fund...

Company Description Founded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments. Role Description This is a full-time on-site role for a Mutual Fund...

Company Description Founded in 2023, Finance Square is a financial services company located in Pune. Our vision is to help individuals, families, and corporates achieve their financial goals through expert guidance and innovative solutions in mutual funds and other financial investments. Role Description This is a full-time on-site role for a Mutual Fund...

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...

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

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...

We are looking for a skilled and experienced Operations Executive with expertise in mutual fund back office operations and rectification of transactions. As an Operations Executive, you will play a crucial role in ensuring the smooth functioning of our mutual fund operations, handling transaction rectification, and maintaining accurate records. Your...

Job Role: The primary responsibility of the individual would be engaging with Distributors (Independent Financial Advisors) and drive sales through them for the specified region.The individual should be able to enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors & achieve Maximum Market Share for...

Job Role: - - The primary responsibility of the individual would be engaging with Distributors (Independent Financial Advisors) and drive sales through them for the specified region. - The individual should be able to enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors & achieve Maximum Market Share...

Job Role: The primary responsibility of the individual would be engaging with Distributors (Independent Financial Advisors) and drive sales through them for the specified region. The individual should be able to enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors & achieve Maximum Market Share for...