Mutual Fund Operations Associate

**Overview**:As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

**PROSPERi5** is a next-generation, multi-asset wealth platform catering to individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and innovative new-age investment products - all delivered through a seamless,...

**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

**Key Responsibilities**: - Handle daily back-office operations related to mutual funds, PMS, and equity broking. - Prepare and manage client and internal reports using Microsoft Excel. - Coordinate with Asset Management Companies (AMCs), clients, and related entities for service-related activities. - Resolve client queries and ensure smooth execution of...

**Location: Dadar, Mumbai** **Company Overview: PROSPERi5** - a next-generation, multi-asset wealth platform catering to both individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including but not limited to Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and new-age...

Title: Mutual Fund Back Office Operations Manager Location: Malad west, Mumbai. Experience: 5 to 8 years. **Salary**: 30k to 50k **Job Description**: We are seeking a highly motivated and experienced individual to join our team as a Mutual Fund Back Office Operations Manager. In this role, you will play a pivotal part in setting up and optimizing the...

Hello MF Advisors We are hiring for the below mentioned position: **Position: Relationship Manager** **Location: Thane - Only from Thane, Kalwa or Mulund** **Working Days: Monday to Saturday 9.30 to 6.30** **Requirements**: **Mutual Funds Sales background only** Job Profile: - Will be handling existing clients for cross selling and upselling - New...

Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches, new SIPs lump sums,...

Job Description Role Responsibilities: - Track and evaluate performance of equity and debt mutual funds - Recommend suitable schemes based on client portfolios - Analyze fund rankings and market trends to inform investment decisions - Prepare research reports with actionable insights Key Deliverables: - Maintain client portfolio data and provide timely fund...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...