Mutual Funds Operations Associate

**Urgent Opening : Mutual Fund Executive** **Responsibilities**: - Oversee and optimize operational processes to enhance productivity and efficiency. - Address customer inquiries, concerns, and issues related to operations promptly and professionally. - End to End Mutual Fund investment process. - Prepare and present regular reports on operational...

Mutual Funds Executive (Operations) X 1 Positions - Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients...

About Us: We are a fast-growing mutual fund and insurance advisory business focused on providing goal-based financial solutions to individuals and families. Our mission is to build financial security for our clients with trust, clarity, and discipline. Job Responsibilities: Handling day-to-day back-office operations for mutual fund and insurance...

Job Title: Independent Mutual Fund Sales Specialist Job Overview: We're seeking a self-driven Independent Mutual Fund Sales Specialist to **autonomously achieve and surpass sales targets **while excelling in client acquisition and back-office operations. **Responsibilities**: ~Independently acquire clients interested in mutual fund investments. ~Provide...

Are you passionate about finance and helping people achieve their investment goals? Join our dynamic team and build a rewarding career in **Mutual Fund Distribution & Sales**! **Role**: Mutual Fund Sales Executive **Location**: C. G. Road, Ahmedabad **Firm**:PMS Financial Services **What You’ll Do**: - Build and maintain strong client relationships. -...

We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance. - Tie up with different AMCs, and can do marketing and sales for MFs. - Contacting existing clients and pitch new investment...

Demonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...

**About PMS Financial Services**: PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve...

We are currently seeking a seasoned professional to take on the role of Senior Branch Operations Manager - Mutual Funds. The ideal candidate will possess a strong background in the BFSI industry, with particular expertise in mutual funds products and services.Key ResponsibilitiesBranch Performance Optimization:Oversee daily branch operations to ensure...

Lead the end-to-end lifecycle of mutual fund products — ideation, design, regulatory approvals, launch, and performance tracking.Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.Ensure alignment of products with investment philosophy, regulatory requirements, and...