Mutual Fund Executive

1 day ago

Delhi, India Client of Nkrafterz Full time

Designation - Mutual Fund Executive

Responsibility
- 1. Investments form filling (KYCform/SIP/transmission/Updation form etc.)

2. Manage operation related to the sub broker company.

3. Knowledge of NSE\BSE Portal.

4. Clients handling/follow-up with the client regarding theirinvestment or monthly installment pending etc.

5. Documents management (KYC documents)/paper work related tothe mutual fund and EquityInvestment/organise files(client documents and old investmentsproofs)

.6. Command on INVESTWELL.

7. Invoices create of Mutual Fund and check also with the receivedmoney.

8. Data entry (Brokerage data entry/clients data store at one place)

9. Reporting.

10. MIS Reports (Combine Investments Portfolio include MutualFund/Equity Investment/Bonds/PMS)

11. Meeting schedule ( Send portfolio to the clients and fixedmeeting schedule with the RM)

12. Analysing Data (Check the all documents and data of the clientsfor new investment and old investmentsalso.)

**Salary**: ₹15,000.00 - ₹30,000.00 per month

Schedule:

- Morning shift

Application Question(s):

- Are you currently in Delhi or nearby ?
- Do you have knowledge of BSE / NSE ?

**Experience**:

- Mutual Fund Operations: 2 years (preferred)
- MIS reporting: 2 years (preferred)

**Speak with the employer**
+91 6283127838

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