Mutual Fund Operations

20 hours ago

Pune, India INVEONS PVT LTD Full time

Operations & back-office executive for the activity of Mutual Fund Distribution, Equity Broking & Investment Consultancy.
Should have knowledge of the Mutual Fund Industry and Equity Broking.
Role includes interaction with clients, AMCs etc. Handling service related issues & resolutions.
Ability to learn new skills and be flexible to work according to the office systems.
Should be ready to commit for atleast 3 - 5 years.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹18,000.00 - ₹25,000.00 per month

**Benefits**:

- Paid sick time

Schedule:

- Day shift

Application Question(s):

- Are you ready to commit at least 3 years to the Company?

**Education**:

- Bachelor's (required)

**Experience**:

- Operations in Mutual Fund Industry: 1 year (required)
- total work: 3 years (preferred)

**Language**:

- English, Marathi, Hindi (preferred)

**Speak with the employer**
+91 9767325577

  • Mutual Fund Advisor

    9 hours ago

    Pune, Maharashtra, India Mahir Investment Advisers Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & Responsibilities:Conduct fundamental research on equities, sectors, and mutual funds.Analyse company financial statements, balance sheets, cash flows, and earnings reports.Prepare valuation models (DCF, comparables, ratios) for stock recommendations.Track macroeconomic indicators, interest rates, and policy changes affecting investments.Evaluate...

  • Mutual Fund Customer Operations Executive

    20 hours ago

    Pune, Maharashtra, India Cambridge Wealth Full time

    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 experienced Operations Associate to join our team immediately. **Who are...

  • Senior Banking Professional for Mutual Fund Operations

    2 weeks ago

    Pune, Maharashtra, India beBeeMutualFunds Full time ₹ 1,50,000 - ₹ 28,00,000

    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...

  • Relationship Manager- B2B Mutual funds Sales

    3 days ago

    Pune, Maharashtra, India IC Moneymart Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionIC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services including Mutual Funds investments, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have earned a reputation as a trusted partner in the financial industry. Our team of...

  • Urgent Hiring For Wealth/Investment Specialist(Mutual Fund/PMS Sales)

    2 weeks ago

    Ahmedabad, Pune, Vadodara, India Avani Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Greetings from AVANICONSULTINGWe are hiring for leading companyResponsibilities:To promote all the product line of Mutual FundTo up sell Fun products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned...

  • Financial Services Account Associate Ii

    3 days ago

    Aundh, Pune, Maharashtra, India Fidelity National Information Services Full time

    **Position Type**: Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%Job Description Are you curious, motivated, and forward-thinking? At FIS, you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and...

  • Operations Executive

    3 days ago

    Pune, India Cambridge Wealth Full time

    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 experienced Operations Associate to join our team immediately. **Who are...

  • Co Founder: COO/CBO

    8 hours ago

    Pune, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full time

    About UsRevenUmf.com is a basket based mutual fund investment platform built to empower wealth creation in the simplest, most transparent way possible. We serve a wide spectrum of investors, individuals looking to start their financial journey, NRIs seeking trusted access to Indian markets, and corporate entities aiming to manage large scale investment...

  • Co-Founder: Business Development with Investment

    3 days ago

    Pune, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full time

    About Us RevenUmf.com is a basket based mutual fund investment platform built to empower wealth creation in the simplest, most transparent way possible. We serve a wide spectrum of investors, individuals looking to start their financial journey, NRIs seeking trusted access to Indian markets, and corporate entities aiming to manage large scale investment...

  • Co-founder: business development with investment

    3 days ago

    Pune, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full time

    About Us Reven Umf.com is a basket based mutual fund investment platform built to empower wealth creation in the simplest, most transparent way possible. We serve a wide spectrum of investors, individuals looking to start their financial journey, NRIs seeking trusted access to Indian markets, and corporate entities aiming to manage large scale investment...