Mutual Fund Back Office Executive

Back-office activities like purchase, redemption etc for clients Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software. Analyze past returns, brokerage, expense ratios in Mutual fund schemes Required Candidate profile NISM VA Certification, Knowledge about Mutual fund operations, KYC, Good...

Multiple positions are open related to mutual fund background. **Minimum 1 year of experience required.** **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹60,000.00 per month Application Question(s): **Experience**: - total work: 1 year (preferred) - Mutual Funds: 1 year (preferred) Work Location: In person

**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

**Job Types**: Full-time, Permanent, Fresher Pay: ₹25,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) - mutual Fund: 1 year (preferred) Work Location: In person

**Job Description: Mutual Fund Distributor** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

contact-9522288397, 9522288231 Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...

**Job Title**: Mutual Fund Advisor **Experience Required**: Experience in Mutual Fund Advisory **Location**: Indore **Job Type**: Full-Time **Key Responsibilities**: - Understand client needs and provide personalized mutual fund investment advice. - Recommend suitable mutual fund schemes based on market trends, client profiles, and objectives. - Maintain...

**Job Title**: Mutual Fund Executive **Job Type**: Full-time, Onsite **Work Days**: Monday to Saturday **Location**: In person (Lucknow) **Salary**: ₹15,000 - ₹20,000 per month **Benefits**: Provident Fund Key Responsibilities - Assist clients with **investment planning**, KYC updates, and portfolio management. - Handle **bulk transactions** and...

**Job Title**: Client Relationship Manager - Mutual Funds **Responsibilities** - Engage in meaningful dialogue with clients to understand their business goals and challenges - Present tailored value propositions to sales leads and existing customers - Prospect for new business opportunities and successfully close sales - Maintain a consistent, reliable, and...

**Job Title**:Mutual Fund Advisor** **Roles & Responsibilities**: - Provide **investment advice and financial planning** solutions to clients based on their risk appetite, goals, and market trends. - Guide clients in selecting suitable **mutual fund schemes**, asset allocation, and portfolio diversification. - Conduct regular **portfolio reviews** and...