Mutual Fund Operation Executive
3 days ago
Key Responsibilities:
- Maintaining accurate records of investor details, transactions, and other relevant information.Addressing investor queries and providing assistance as needed.
- Utilizing appropriate software and systems for efficient back office operations.
- Online & Offline Form filling for various Platforms used for Investments.
- Documentation for Various Investment Products like Mutual Funds, Stocks, FDs, Bonds, PMS.
- Reconciliation of investor’s investments and other back office functions like MIS, nonfinancial transactions, different types of reports.
- Co-ordinating with team, ensuring customer delight by achieving timely delivery & quality service.
- Graduate in any discipline with CFP / CWM Degree
- Oral and written communication skills in English
- Efficient at MS Office
- Comfortable with use of technology
**Salary**: ₹15,000.00 - ₹40,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Ability to Relocate:
- Mumbai, Maharashtra: Relocate before starting work (required)
Work Location: In person
-
Mutual Fund Sales Executive
2 weeks ago
Andheri, Mumbai, Maharashtra, India Mutual fund Full timeWork 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**: -...
-
Mutual Fund Operations
17 hours 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,...
-
Mutual Fund Operations
2 weeks ago
Mumbai District, Maharashtra, India Five Fivers Technologies Pvt Ltd Full time**Overview**: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is...
-
Mutual Fund Operation
16 hours ago
Dadar, Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time**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...
-
Mumbai, Maharashtra, India Helios Mutual Fund Full time ₹ 80,000 - ₹ 1,20,000 per yearJob 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...
-
Operation Executive
3 days ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...
-
mutual fund operation
6 hours ago
Mumbai, Maharashtra, India Primestar Investments Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe are seeking a fresher or experienced professional to join our team as an Assistant Operations Manager for Primestar Investments - a boutique Mutual Fund Investment firm. The ideal candidate will be trained extensively and be responsible for all Operational aspects of the business.Key Responsibilities:• Execute online/offline Mutual Fund transactions for...
-
r Mutual Funds Operation
1 week ago
Mumbai, Maharashtra, India Latin Manharlal Full time ₹ 9,00,000 - ₹ 12,00,000 per yearMutual Fund - OperationsMutual funds3 - 4 yearsMumbai ( Khar )About the Company:We are a fast-growing Financial Services Company headquartered in Mumbai, focused on providing innovative and customer-centric financial solutions. Our offerings span across Equity Broking, Mutual Fund, Wealth Planning and Management, Insurance. As we scale operations, we are...
-
Mutual Fund Operations Professional
1 week ago
Dadar, Mumbai, India Midas Fintech Solutions Full time ₹ 4,00,000 - ₹ 12,00,000 per yearOverview :As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations.You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing.Your role is...
-
Mutual Fund Specialist
3 weeks ago
Mumbai, India White Force Group Full timeHIRING FOR Business Development Executive Location -Andheri East, Mumbai CTC - Upto 4 LPA +Incentive Experience - Min 6 months to 2 years required in Mutual Funds sales Job Description: We are seeking a dynamic Business development Executive to support and manage our network of Direct Selling Agents (DSAs) engaged in mutual fund & other wealth distribution....