Mutual Fund Operations

**Job Description: Mutual Fund Operations - BSE StAR Platform** **Position Title**: Mutual Fund Operations Executive **Location**: Bangalore **Department**: Mutual Fund Operations **Job Overview**: The Mutual Fund Operations role involves overseeing the efficient functioning of mutual fund transactions and related activities on the BSE StAR platform....

Job Description - DM- Operations - Mutual Fund The DM - Operations will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills,...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...

Key Responsibilities - Oversee daily mutual fund operations and ensure timely processing of transactions. - Monitor compliance with regulatory requirements and company policies. - Identify and implement process improvements to enhance operational efficiency. - Stay updated on industry regulations (such as SEC rules) and ensure mutual fund operations comply...

Preference Given to NISM certified Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...

Job DescriptionYou will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills, attention to detail, and a deep understanding of...

**Key Responsibilities** - Communicate with potential clients via WhatsApp and phone calls—no field visits required. - Present and explain mutual fund offerings and platform capabilities clearly. - Evaluate incoming leads and guide them throughout the sales funnel. - Keep CRM records current and precise. - Consistently hit or exceed monthly sales...

JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E-mail Communication: at each process: on-boarding, Cash Account Updates, Execution REPORTING: Track & Maintain: Monthly...

**Key Responsibilities** - Communicate with potential clients via WhatsApp and phone calls—no field visits required. - Present and explain mutual fund offerings and platform capabilities clearly. - Evaluate incoming leads and guide them throughout the sales funnel. - Keep CRM records current and precise. - Consistently hit or exceed monthly sales...