Mutual Fund Operations

We are seeking a dedicated Operations & Back-Office Executive to join our organisation, primarily focusing on Mutual Fund Distribution, PMS Distribution, and Equity Broking operations. This is a long-term opportunity for candidates who are willing to grow with the organization and commit for at least 3–5 years.Key Responsibilities:· Handle daily...

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...

**Key Responsibilities**: - Handle daily back-office operations related to mutual funds, PMS, and equity broking. - Prepare and manage client and internal reports using Microsoft Excel. - Coordinate with Asset Management Companies (AMCs), clients, and related entities for service-related activities. - Resolve client queries and ensure smooth execution of...

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...

Telecaller for Mutual Fund And Demat Account Opening Mutual Fund opening and Service to Clients. Demat Account Opening. Provide Online & offline Course Info. **Job Types**: Full-time, Regular / Permanent **Salary**: ₹8,086.00 - ₹25,778.20 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Overtime pay - Performance...

We are seeking a highly motivated and experienced professional to join our team as an Assistant Branch Manager - Mutual Funds. The ideal candidate will have a strong background in the BFSI industry, particularly with mutual funds products and services.Key ResponsibilitiesBranch Operations & Service Delivery:Manage and oversee daily branch operations to...

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...

Key ResponsibilitiesProcess mutual fund subscription, redemption, SIP, and switch transactions accurately and timely.Reconcile fund accounts daily and resolve discrepancies promptly.Maintain and update investor records and transaction data in the system.Support the preparation of daily NAV (Net Asset Value) calculations.Coordinate with Exchanges, RTA, AMC,...

As a seasoned professional, you will play a pivotal role in driving business growth and customer satisfaction as an Assistant Branch Manager. The ideal candidate will have a strong background in the BFSI industry, particularly with mutual funds products and services.Key Responsibilities:Operational Excellence:Oversee daily branch operations to ensure...

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...