Mutual Fund Back Office Executive

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...

**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...

Opening: 1 Nos. Job ID: 54174 Employment Type: Full Time Reference: Work Experience: 1.0 Year(s) To 5.0 Year(s) CTC Salary: 1.50 LPA TO 2.40 LPA Function: HR / Administration / IR Industry: Account/Finance/Tax consulting **Location**: - Ahmedabad **- Understand Clients’ Investments needs - Managing Mutual Funds transaction processing for clients -...

Opening: 1 Nos. Job ID: 66467 Employment Type: Full Time Reference: Work Experience: 2.0 Year(s) To 3.0 Year(s) CTC Salary: 1.44 LPA TO 1.80 LPA Function: BFSI, Investments & Trading Industry: Insurance **Location**: - Ahmedabad **Position Overview**: The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the...

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. -...

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 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**:Mutual Fund Executive **Experience**: 0-2 years **Job Types**: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹25,000.00 per month Work Location: In person

Organization is leading Financial Service (Mutual Fund ) Provider Industry Located at Anandnagar Cross Road, Satellite, Ahmedabad. **Required Education: MBA in Marketing or any Graduate with min 1 to 2 Years Experience in Back Office in Banking or Financial Service Industry.** - Good Communication Skill and Basic Knowledge of Computer - Back office work -...