Mutual Fund Operations- Executive

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

**Key Responsibilities**: - **Client Operations Management**: Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance. - **Issue Resolution**: Identify, diagnose, and resolve client-facing operational and technical issues...

**Job Summary**: We are seeking enthusiastic and self-motivated individuals to join our Mutual Fund team. As a Mutual Fund Executive, you will assist clients in making informed investment decisions, building financial portfolios, and achieving their long-term financial goals. **Key Responsibilities**: - Understand clients’ financial needs and risk...

**Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

Relationship Manager – Mutual Fund SalesLocation: Bhawanipur (Kolkata Department: Sales | Industry: Financial Services / Investment AdvisoryExperience: 06-Months to 3 YearsEmployment Type: Full-timeAbout the Role:We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

A/c maintenance - Trade execution - Regulatory compliance - Market research - Risk Management - Servicing of Clients - Graduate from any relevant field - 1-3years of hands-on experience in any stock broking company’s operation dept - Must be a problem solver and able to cope up in challenging situation - MF & Insurance a/c handling experience is...

mutual sales **Suggest and plan portfolio for investors**. - Recommend right organize training for different aspects of Mutual Funds. - Develop, manage, and expand customer relationships by providing a service level that exceeds client expectations of the most important customer segment. **Job Types**: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00...

We at **ATO India Limited**are looking for an energetic guy who can work as an **Operations Executive**in our **Kolkata**head office who is eager to join immediately. **Experience required : 0-2 Years (Freshers are welcome)** Requirements: - **Must be a B.Comm graduate from a recognized university.**: - **Must have the basic computer knowledge like MS...

Job Description: ### Key Responsibilities: - Analyze and evaluate mutual fund and insurance products to provide informed recommendations. - Monitor and manage client portfolios, ensuring alignment with financial goals and risk tolerance. - Prepare and analyze financial reports using Excel, including data visualization and trend analysis. - Conduct research...