Mutual Fund Operations Executive

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

Industry : Finance, Multi Family office, Investments, wealth management About Valtrust Capital Valtrust is a boutique and fast-growing multi-family office, founded and led by seasoned investors. We invest in opportunities in India as well as outside India. We have offices in Delhi and Chennai. We also have associate offices/partners in London and Dubai. ...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

**We are urgently looking for Mutual Fund - Operations location based at Barakhamba Road, New Delhi** - **Understanding of internal system.** - **Reconciliation of transactions between the exchange and back - **Order placement into the exchange.** - **Updated with the regulator s norms.** - **Handling client queries / inspection queries.** - **Liaising with...

Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...

**Urgent Hiring for the position of Back Office Executive ( Mutual Fund )** **Job description** - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for...

**Knowledge Required**: - Knowledge of platforms like Investwell Mint, CAMS edge 360, K-Fintech - Domain Knowledge - MS Office - Execute client proposals with precision and professionalism, ensuring a seamless and satisfactory client experience. - Collaborate closely with the team to support the continuous updating and enhancement of mutual fund processes...