Mutual Funds Operation Executive

1 day ago

New Delhi, India Brivan Consultants pvt. ltd. Full time

Urgent Hiring for the position of Back Office Executive ( Mutual Fund )

Job description
- Understand Clients Investments needs
- Managing Mutual Funds transaction processing for clients
- Updating of CRM and various other systems
- Creating MIS, Reports, end of day reports
- Relationship management with fund house RMs
- Prepare Financial plans for clients and presenting them
- Meeting Targets and Client Retention goals.
- Answer clients questions, address concerns and resolve them as per SLAs
- Regularly review clients portfolio and have continuous engagement
- Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
- Continuous communication with clients to stay up to date with their financial status
- Building and maintaining your client base

**Salary**: 20-25 K

Working days : Mon - Sat

Location: South Delhi

Pls contact Bhavna at 9899910519

**Salary**: ₹20,000.00 - ₹25,000.00 per month

Ability to commute/relocate:

- New Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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