Mutual Funds Operations Associate

**Function**: Operations/Back Office **Location**: Ahmedabad **Description**: **Job Profile**: Ø Processing Mutual Fund/FD/Bond Transactions Ø Managing Queries/requirement post Transaction processing Ø Servicing to HNI/Ultra HNI Clients for the requirement Reports/SOA **Desired Profile**: Ø Mutual Fund Experience of at least 2-3 years Ø Good...

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...

Job Title: Mutual Fund Back Office Executive Location: Vastrapur - Department: Operations / Back Office Reports To: Operations Manager Job Summary Responsible for processing and managing mutual fund investments, including Systematic Investment Plans (SIP) and Lump Sum transactions.  The role ensures timely execution, reconciliation, and compliance in line...

Profile Mutual Fund Manager-Surat Experience 6 years in a similar role Company Profile The Company has been providing comprehensive financial and wealth management services since 1963 It offers specialized solutions in General Insurance Life Insurance Mutual Funds Postal Schemes Bonds and Fixed Deposits designed to meet the diverse financial goals of clients...

**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...

Job Title: Research Analyst – Mutual FundsLocation: Ahmedabad Department: Wealth Management Reports To: Senior Vice President Job Summary: We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds...

Job Description:Job Title: Research Analyst – Mutual FundsLocation: AhmedabadDepartment: Wealth ManagementReports To: Senior Vice PresidentJob Summary:We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds...

Profile Mutual Fund Executive-Surat Experience 2 years in a similar role Company Profile The Company is a trusted partner for comprehensive insurance and wealth management solutions It has been helping clients achieve financial security through personalized investment strategies The Company offers expert services in General Insurance Life Insurance Mutual...

Start your finance industry journey as mutual fund distributor **Job Types**: Full-time, Part-time Work Location: Remote **Speak with the employer** +91 7041650007

Location- Ahmedabad- Type- Full Time- Department- Operations**Operations Associate**: The Operations Associate plays a critical role in the back-office functioning of our firm.With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps monitor smooth functioning of our systems, processes KYC requests, onboards new...