Mutual fund specialist

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**: -...

ResponsibilitiesThe ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings.Execution of Funds Settlement of HNI & NRI clients.To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.To process...

Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

Job ResponsibilitiesProvide prompt courteous and excellent service to all customers and operate in accordance with the company’s Statement of Business practicesWill review the marketing materials/product promotion materialsResponsible for compilation of various reports/ information as statutorily required to be maintained, for submission to various...

Job Responsibilities Provide prompt courteous and excellent service to all customers and operate in accordance with the company’s Statement of Business practices Will review the marketing materials/product promotion materials Responsible for compilation of various reports/ information as statutorily required to be maintained, for submission to various...

Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

About the RoleAt Kotak Mutual Fund, we're looking for a seasoned professional to join our team as a Portfolio Management Services Operations Specialist.Job Responsibilities

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...

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),...

Job SummaryWe are seeking a highly skilled Regulatory Compliance Specialist to join our team at Kotak Mutual Fund.Responsibilities:Provide exceptional customer service and maintain a high level of professionalism in all interactions with stakeholders.Review marketing materials and product promotion materials to ensure compliance with regulatory...

Job Title: Head - Operations and Service Location : Vile Parle, Mumbai ( Candidate wants from Mumbai only) Industry: Mutual Funds Industry CTC : 7 LPA Experience : 5+ years in the mutual Funds Industry. Skills : Strong organizational skill and client service orientation. Contact Details : 7021661921 or Role Summary: We are...

At Canara Robeco Mutual Fund, we are seeking a highly skilled Data Insights Specialist to join our team.About the RoleThe successful candidate will be responsible for tracking and analyzing the economy and markets, conducting fundamental research on companies across various sectors, and providing critical information to Fund Managers. This will involve...

**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...

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...

The OpportunityAt Snaphunt, we are seeking a skilled Mutual Fund Advisor to join our team.Key ResponsibilitiesAs a Mutual Fund Advisor, you will be responsible for:Client Relationship Management: Acquire new clients, build strong relationships, and conduct in-depth consultations to understand their financial goals, risk tolerance, and investment time...

Company OverviewTrust Group is a leading Asset Management organization seeking an experienced professional to join our team.About the RoleThe Mutual Fund Business Development Specialist will be responsible for engaging with Distributors central teams, products, research and sales team to onboard our products on their platforms.Key Responsibilities:Work...

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...