Mutual Fund Advisor

1 week ago

Jaipur Rajasthan, India Pleasant Inc. Full time

**Position -Mutual Fund Specialist**

Qualification: Graduation Mandatory
Language: Excellent Communication Required
Shift Timing: 9:00am to 6:00Pm (Monday to Friday)
10am to 5pm (Saturday)

Job Skills:
1. Focused & Analytical Skills
2. Listening & Decision-Making Skills
3. Proficiency in MS-Excel
4. Knowledge Of Stock Market
5. Advanced Mathematics & Aptitude Skills

**Requirements**:
 Strong communication and teamwork abilities
 Excellent analytical and decision-making capabilities
 Proficiency in providing accurate and timely client information
 Exceptional organizational skills for multitasking

Skills Required:
 Comprehensive understanding of Financial Markets
 Knowledge of various mutual fund schemes
 Proficiency in analyzing investment options and evaluating investor risk profiles
 Ability to effectively interact with clients and elucidate investment strategies
 Strong selling skills

**Responsibilities**:
 Stay updated with Mutual Fund policies and procedures
 Perform monthly reconciliation of accrued expenses and payables, calculating expense ratios
 Authorize and process entries in Trust System related to Mutual fund activities
 Verify completeness and accuracy of paperwork
 Document and update procedure manuals as necessary
 Proactively follow up on pending issues with custodians
 Collaborate with internal departments and external partnerships

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

Pay: ₹300,000.00 - ₹480,000.00 per year

Schedule:

- Day shift

Application Question(s):

- Knowledge of Advanced Excel

**Experience**:

- Mutual Fund: 1 year (required)

**Location**:

- Jaipur, Rajasthan (required)

Work Location: In person

**Speak with the employer**
+91 9974745551

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