Back Office Assistant for Mutual Fund Distribution

1 day ago


Ahmedabad Gujarat, India Saumitra Trivedi Full time

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds.

**Job Profile & Responsibilities**
- Filling mutual fund and other investments forms for the investors
- Managing online and offline investment related transactions
- Coordinating with mutual fund and other service providers for resolution of the queries.
- Collection of documents from clients and submission to mutual fund and other service providers

**Preferred Qualifications**

Graduate / Post Graduate **, **Knowledge of word, excel & power point

**Salary**: From ₹16,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Education**:

- Bachelor's (preferred)


  • Mutual Fund Advisor

    1 week ago


    Surat, Gujarat, India Rishi Jobs Full time

    Hiring: Mutual Fund Location: Vesu, Surat **Salary**: ₹25,000 Timing: 10 AM - 6 PM Roles & Responsibilities: - Explain mutual fund products and suggest suitable investment options - Call and follow up with leads to convert them into investors - Build and maintain strong client relationships - Achieve sales targets (monthly/quarterly) - Assist with...


  • Majura Gate, Surat, Gujarat, India Market-Hub stock brocking Pvt Ltd. Full time

    **About Market Hub Stock Broking Pvt. Ltd.**: Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and...


  • Majura Gate, Surat, Gujarat, India Market-Hub stock brocking Pvt Ltd. Full time

    **Company Overview**: Market Hub Stock Broking Pvt Ltd is a progressive financial services firm offering a broad range of investment solutions including equities, mutual funds, PMS, AIF, and more. We are committed to delivering excellence in client service, operational transparency, and financial growth. To strengthen our backend and service capabilities, we...


  • Manekbag, Ahmedabad, Gujarat, India Enroute Investment Solutions Full time

    This is a full-time on-site role for a Mutual Fund Representative at eNROUTE Investments in Ahmedabad. The Mutual Fund Representative will be responsible for providing customer service, managing portfolios, and handling investments in mutual funds. **Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹20,000.00 per month Schedule: - Day...


  • Rajkot, Gujarat, India Ever Best Job Placement Full time

    Other Specialized Location Danapith Rajkot Education Any Graduate Experience 1 Year Salary 15000 - 20000 Details Job Code EB - A1398 Time 10 00 To 7 00 Gender Male Female Industry Type Financial Agency Key Responsibilities Acquire new clients and generate leads for mutual fund investments through various channels walk-ins referrals cold calls etc Understand...


  • Ahmedabad, Gujarat, India Sufalam Technologies Private Ltd. Full time ₹ 2,50,000 - ₹ 3,00,000 per year

    Position: Back Office Executive – Mutual Funds & Financial ServicesExperience: 1–3 YearsEducation: Preferably BBA or equivalentLocation: [Ahmedabad / On-site]Employment Type: Full-timeAbout the Role:We are seeking a Back Office Executive with strong communication and organizational skills to support our operations in mutual funds and financial services....


  • Ahmedabad, Gujarat, India RECEX Pvt. Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    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...

  • Trainer - Mutual Fund

    2 weeks ago


    Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full time

    Position: Trainer - Mutual Fund Trainer Company: Telios Tax Solutions & Business Management Private Limited Job Location : Surat Job Responsibilities: Develop and deliver training programs for our sales team on mutual funds and financial products - Provide product knowledge and sales techniques training to enhance team performance - Collaborate with...

  • Mutual Fund Advisor

    2 weeks ago


    Ambawadi, Ahmedabad, Gujarat, India Vanshi Wealth Pvt. Ltd. Full time

    **6. Key Responsibilities**: - **A. Financial Planning & Advisory**: - Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. - Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. -...

  • Back - Office

    3 days ago


    Ahmedabad, India Mantras2Success consultants Full time

    Opening: 1 Nos. Job ID: 65904 Employment Type: Full Time Reference: Work Experience: 1.0 Year(s) To 2.0 Year(s) CTC Salary: 1.80 LPA TO 2.40 LPA Function: BFSI, Investments & Trading Industry: Insurance **Location**: - Ahmedabad **Job Overview**: As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in...