Mis Insurance and Mutual Fund

1 day ago

Mumbai Maharashtra, India Kuber and Company Full time

**Job Title:Assistant Manager - Insurance & Mutual Fund Distribution (Back-End Operations & Compliance)**

Department: Distribution Operations

Reporting to: Vice President/CFO

Location: Andheri East, Mumbai

**Job Summary**:
**Key Responsibilities**:
**A. Commission Processing & Reconciliation**
- Calculate and process payouts for agents, agencies, and distribution partners for insurance and mutual fund businesses.
- Perform regular reconciliation of income received from insurance companies and AMCs.
- Coordinate with accounts for correct GL accounting and TDS deductions.

**B. Compliance & Regulatory Reporting**
- Ensure all processes adhere to IRDAI guidelines for insurance distribution and SEBI regulations for mutual funds.
- Prepare and file required regulatory reports and maintain audit-ready documentation.
- Maintain updated documentation of standard operating procedures (SOPs) in line with compliance standards.

**C. Technology Platform Support**
- Assist in rolling out and managing the tech platform for insurance and mutual fund distribution.
- Coordinate with External tech teams and Vertical head to ensure functionality and user
- friendliness.
- Train end-users (field staff, operations, and partners) on platform usage and updates.

**D. Operational Support & Team Management**
- Supervise a small team responsible for back-end support functions.
- Monitor daily processing activities and resolve discrepancies or partner queries.
- Prepare and analyze MIS reports, dashboards, and performance trackers.

**E. Financial Accounting Interface**
- Lead the finance team for timely entries and reconciliations of income and commission.
- Support in periodic audit reviews and internal controls over financial processes.

**Required Skills & Qualifications**:

- B Com, M Com, MBA or Inter CA, CA.

**2-5 years of relevant experience in insurance or mutual fund back-end operations.**
- Good understanding of IRDAI and SEBI regulations.
- Strong analytical, Excel, and reconciliation skills.
- Working knowledge of ERP systems or back-office automation tools preferred.
- Ability to manage multiple stakeholders, handle deadlines, and lead a small team.

**Preferred Experience**:

- Experience in setting up or managing insurance/mutual fund tech platforms.
- Exposure to distribution-led business environments or financial services startups.

**Atleast CA Internship experience is mandatory**

Pay: ₹500,000.00 - ₹900,000.00 per year

  • Insurance Support

    5 days ago

    Andheri, Mumbai, Maharashtra, India Abchlor Investments Private Limited Full time

    **Key Responsibilities** - **Insurance Product Integration**: - Provide support to financial advisors, insurance agents, and clients on the integration of insurance products with mutual funds. - Assist with the design and implementation of insurance-linked mutual fund offerings, such as variable life insurance (VLI) or indexed universal life (IUL)...

  • Virtual Relationship Manager – Mutual Fund Distributors

    1 week ago

    Mumbai, Maharashtra, India Helios Mutual Fund Full time ₹ 80,000 - ₹ 1,20,000 per year

    Job Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–3 years(Graduates welcome; Freshers encouraged to apply)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled...

  • Sales Executive

    1 week ago

    Grant Road, Mumbai, Maharashtra, India WEALTHCRAFT Full time

    **Sales Executive, Mutual Fund & Insurance** **Location**: South Mumbai**Salary**:₹20,000 - ₹25,000 per month** (depending on experience)**Experience**: 2-3 years in Mutual Fund and/or Insurance Sales **Responsibilities** - **Lead Follow-ups**: Engage with potential clients, follow up on leads, and schedule meetings to discuss their needs. - **Sales...

  • Mutual Fund Operation

    7 days ago

    Lower Parel, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

  • Mutual Fund Backoffice Executive

    1 day ago

    Nariman Point, Mumbai, Maharashtra, India SOBA INFOSEC PVT LTD Full time

    Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches, new SIPs lump sums,...

  • Mutual Fund Bo Executive

    2 weeks ago

    Nariman Point, Mumbai, Maharashtra, India SOBA INFOSEC PVT LTD Full time

    Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches, new SIPs lump sums,...

  • Mutual Fund Operations

    2 weeks ago

    Mumbai, Maharashtra, India Five Fivers Technologies Pvt Ltd Full time

    **PROSPERi5** is a next-generation, multi-asset wealth platform catering to individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and innovative new-age investment products - all delivered through a seamless,...

  • Hiring Sales Executives

    1 day ago

    Andheri, Mumbai, Maharashtra, India Mutual fund Full time

    Work from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales or any sales executives with 1-2 years of experience is a must - Freshers Don't apply - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 -...

  • Mis Executive

    1 week ago

    Mumbai, Maharashtra, India Finace Infosolution LLP Full time

    Key Responsibilities: - Experience Advanced Excel. - Proficient with Excel Formulas such as Pivot Table, V-lookup, H-lookup, Count IF, Sum IF, and other basic formulas, etc. Able to work on match index, Data validation, Mail merge. - Knowledge of MS Office. - Knowledge of MIS and Data Management. - Excellent coordination and communication skills. - Making...

  • Mis Executive

    1 day ago

    Andheri, Mumbai, Maharashtra, India PPFAS Mutual Fund Full time

    Qualification & Experience: - Experience Required: 3 + Years of relevant experience in the Mutual Fund Industry. - Proficiency in MS Excel (pivot tables, VLOOKUP, dashboards) - Graduate in any stream - Latest NISM Certification. - Should have excellent written and spoken communication skills Location : Mumbai (Andheri) Interested? Please click here to fill...