Mutual Funds Back Office Executive

**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. **Eligibility**: - Good Knowledge of Mutual Fund...

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...

**Experience: 1 to 5 years** - Good communication i.e. spoken & written. - Should be updated with the current Mutual Fund guidelines. - **Preferred experience in handling mutual fund financial transactions i.e. Purchases, switches, redemptions, SIP/STP/SWP, etc.**: - Proper working knowledge /Experience of MS Excel,...

We are looking for a dynamic sales representative to kickstart a new business line, and are looking for an individual who is enthusiastic, fearless, and able to build relationships. With excellent opportunities to grow with the company, this opportunity is excellent for someone who can take charge of a region and grow this. The company is looking at a strong...

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. -...

**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

Job Description Mutual Funds Executive - 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 and the...

Company DescriptionDynamics Wealth specializes in financial planning and consultancy, offering a variety of financial products available in the Indian Financial Market. Our services include insurance, mutual funds, fixed deposits, bonds, and capital market investments. We are committed to tailoring financial solutions to meet the unique needs of each client,...

We are looking to hire an experienced back office executive to join our busy back office team. As a back office executive, you will be reporting to the back office manager and assisting with various administrative duties. This includes data management, project processing, market research, data analysis, finances, and administrative duties. To ensure success...

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...