
Mutual Funds Executive
5 days ago
Manage and oversee daily operations related to mutual fund back office activities.
- Managing Mutual Funds transaction processing for clients
- Addressing investor queries and providing assistance as needed.
- Online & Offline Form filling for various Platforms used for Investments.
- Documentation for Various Investment Products like Mutual Funds, Stocks, FDs, Bonds, PMS.
- Updating of CRM and various other systems
- Reconciliation of investor’s investments and other back office functions like MIS, nonfinancial.
- transactions, different types of reports.
- Prepare Financial plans for clients and presenting them
- Answer clients questions, address concerns and resolve them as per SLAs
- Regularly review clients portfolio and have continuous engagement
- Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
- Working on purchase/redemption/switch order processing of mutual funds and using the NSE NMF platform.
- Continuous communication with clients to stay up to date with their financial status - Building and maintaining your client base
Pay: ₹20,000.00 - ₹30,000.00 per month
**Benefits**:
- Health insurance
Schedule:
- Day shift
**Experience**:
- mutual funds: 1 year (preferred)
- BSE STAR MF: 1 year (preferred)
Work Location: In person
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