Mutual Fund Operations

2 days ago

Pune, India me-HR Full time

**Job Title**:Mutual Fund Operations

**Company Brief : AMS**

AM Square Partners Pvt. Ltd. works across finance spectrum offering Asset Management, Finance & Business Consulting services, including consulting services in Technology. The circularity in work helps us to synergise ecosystems and enables opportunities for our clients.

**Job Brief**:
**Experience**: 1-3

**Salary **:30-40k per month

**Education**: Any graduation / MBA

**Roles and Responsibilities**:

- Executing Mutual Fund Transactions (Financial & Non-Financial) on BSEStarMF
- Updating and Reporting of Daily Transactions. Generating various reports related to operations from existing softwares for internal use.
- Coordinating with Clients/Clients personnel for investment operations related activities and proactively addressing any queries raised
- Co-ordinating with AMCs for any Mutual Fund related services on behalf of clients
- Ensuring Client's Personal Information is correctly captured on all investments
- Co-ordinating and preparing forms for any MF, AIF, PMS
- Generating and Sending Statements and Portfolio Reports to Clients.
- Working hours : 10 am - 7 pm
- Holidays on 2nd and 4th Saturday

**Skills**:

- Meticulousness is a must - attention needs be paid to every detail
- Ability to multitask and handle multiple client requirements at once
- Good communication and interpersonal skills

**Technical Skills**:
**Location **:Prabhat Road, Pune

**Job Type **:Full time

**Type of Industry**: BFSI

**Number of Vacancy**: 2

**Salary**: ₹30,000.00 - ₹40,000.00 per month

**Benefits**:

- Life insurance

Schedule:

- Fixed shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Pune, Pune - 411004, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Speak with the employer**
+91 8788844748

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