Mutual Fund Executive

1 hour ago

Aliganj Lucknow Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

**Job Title**: Mutual Fund Executive

**Job Type**: Full-time, Onsite
**Work Days**: Monday to Saturday
**Location**: In person (Lucknow)
**Salary**: ₹15,000 - ₹20,000 per month

**Benefits**: Provident Fund

Key Responsibilities
- Assist clients with **investment planning**, KYC updates, and portfolio management.
- Handle **bulk transactions** and ensure completion before cut-off times.
- Provide excellent client service and maintain strong communication for **SIP schemes and portfolio guidance**.
- Study and analyze **fund histories** to offer investment insights and recommendations.
- Stay updated on **capital market concepts, procedures, and regulatory frameworks**.
- Maintain accurate records using **MS Office**, especially Excel.
- Acquire new client relationships and **retain existing clients** by delivering high service standards.

**Requirements**:

- **Minimum 1 year** of experience in mutual fund processing and client service (preferred).
- Strong **communication and interpersonal skills**.
- Proficiency in **MS Office**, especially Excel.
- Good understanding of **capital markets** and regulatory compliance.

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

  • Mutual fund executive

    2 weeks ago

    Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 1,80,000 - ₹ 2,40,000 per year

    Job Title: Mutual Fund ExecutiveJob Type: Full-time, OnsiteWork Days: Monday to SaturdayLocation: In person (Lucknow)Salary: ₹15,000 – ₹20,000 per monthContact: | Benefits: Provident FundKey ResponsibilitiesOperate mutual fund panels and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via NSE/BSE/MINT/CAMS/KFintech/MFU.Assist...

  • Mutual Fund Advisor

    2 weeks ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

  • Mutual Fund Sales Executive

    7 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    Job Description: Mutual Fund Sales Executive Roles and Responsibilities: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

  • Mutual Fund Advisor

    5 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

  • Mutual Fund Sales Executive

    5 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 2,40,000 per year

    Job Description: Mutual Fund Sales ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...

  • Mutual Fund sales executive

    7 days ago

    Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 19,20,000 - ₹ 24,00,000 per year

    Job Description: Mutual Fund Sales ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...

  • Mutual Fund Relationship Manager

    2 weeks ago

    Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 14,40,000 - ₹ 24,00,000 per year

    Job Description: Mutual Fund Relationship ManagerRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist...

  • Mutual Fund

    1 hour ago

    Ghaziabad, Uttar Pradesh, India Myra and company Full time

    Handling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹20,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental Pay: - Performance bonus **Experience**: - mutual fund operations: 1 year (preferred)

  • Mutual fund advisor

    2 hours ago

    Lucknow, Uttar Pradesh, India Finowings® Full time ₹ 2,40,000 per year

    Job description:Job Description: Mutual Fund ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist...

  • Mutual Fund Back Office Executive

    2 days ago

    Noida, Uttar Pradesh, India Jain Singhal & Associates Full time

    **Role Description** This is a full-time on-site role for a Mutual Fund Executive at Frontline Securities limited located in Noida. The Mutual Fund Executive will be responsible for the following - 1. Managing mutual fund portfolios. 2. Handle all back office activities including purchase redemption both online & offline 3. Review Client's Mutual Fund...