Mutual Fund

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

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,...

Understand Clients Investments needs. - To generate fresh leads and acquire clients through reference to shore up the clientele. - To achieve sales and revenue targets spread across product mix. - To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...

Industry : Finance, Multi Family office, Investments, wealth management About Valtrust Capital Valtrust is a boutique and fast-growing multi-family office, founded and led by seasoned investors. We invest in opportunities in India as well as outside India. We have offices in Delhi and Chennai. We also have associate offices/partners in London and Dubai. ...

We’re Hiring! Join MLAM INVESTECH We’re looking for an experienced Mutual Fund Operations Executive & Equity Dealer to join our growing team. Role: Mutual Fund Operations Executive & Equity Dealer (ODIN Terminal) Experience: 1-2 years in equity dealing and mutual fund operations Location: Malviya Nagar, New Delhi What You’ll Do: - Execute equity...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

Key Responsibilities: Develop and implement investment strategies for mutual funds. Analyze market trends and economic data to inform decisions. Select appropriate assets to meet fund objectives. Monitor and adjust portfolios to optimize returns and manage risk. Communicate fund performance to stakeholders. Qualifications: Bachelors degree in...

**We are urgently looking for Mutual Fund - Operations location based at Barakhamba Road, New Delhi** - **Understanding of internal system.** - **Reconciliation of transactions between the exchange and back - **Order placement into the exchange.** - **Updated with the regulator s norms.** - **Handling client queries / inspection queries.** - **Liaising with...

**Handling the day to day branch operations including front desk & back end activities.** - Coordination with CAMS for accurate processing & timely payouts while keeping regulations & compliance in place. - Overall management of service & coordination amongst the sales and distributor who drive the business. - Co-ordination with the internal stake holders...