Back Office Mutual Fund Executive

1 day ago

Majura Gate Surat Gujarat, India Market-Hub stock brocking Pvt Ltd. Full time

**About Market Hub Stock Broking Pvt. Ltd.**:
Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and well-structured portfolios. We offer a wide array of investment options, including mutual funds, equities, and other financial products.

**Job Overview**:
**Key Responsibilities**:

- Handling Mutual Funds division and end to end operations of it. MF trade processing.
- MF corporate action process like dividend payout /dividend reinvestment issue to clients by coordinating with RTA/AMC.
- Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
- Smooth Branch coordination - to ensure mínimal complaints and quick resolution
- Handling various day to day transaction activities.
- Processing of Applications for new entities by uploading in DBMS software.
- Ensuring Agents are compliant with Regulatory framework.
- Support to sub agents regarding transactions, software installation, reimbursements and reconciliation.
- Administrative support for all data entry on daily basis with MS Excel.
- Client Servicing i.e. Coordination with the client for renewals & other services
- Follow up with various clients regarding Mutual Fund & insurance service
- Filling up a various form of Mutual Fund& insurance
- Handling online portals
- Maintain Data of clients
- Mail Drafting & Coordination
- Preparation of reports, knowledge of Ms word, MS Excel
- Resolving day to day issues of customers.

**Qualifications & Skills**:

- Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.
- Minimum [X] years of experience in back-office operations, preferably in the mutual fund or financial services industry.
- Proficiency in handling mutual fund software systems, Microsoft Office (Excel, Word, etc.), and data management tools.
- Strong understanding of mutual fund products, financial regulations, and transaction processes.
- Excellent organizational skills with attention to detail and accuracy.
- Good communication skills and ability to work collaboratively with internal teams.

**Key Competencies**:

- Strong problem-solving skills and ability to manage multiple tasks simultaneously.
- Detail-oriented approach with the ability to handle large volumes of transactions accurately.
- Good understanding of financial regulations related to mutual funds, including KYC and AML.
- Ability to work in a fast-paced environment with tight deadlines.

**Why Join Us**:

- **Growth Opportunities**: At Market Hub, we believe in investing in our employees' growth and development. We offer training programs and career advancement opportunities.
- **Dynamic Environment**: Work in a fast-paced, dynamic industry with a supportive and collaborative team.

**How to Apply**:
Pay: ₹20,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

  • Mutual fund Sales Manager

    5 days ago

    Vesu, Surat, Gujarat, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time ₹ 3,60,000 - ₹ 4,20,000 per year

    We are seeking a dynamic and client-focused Mutual Fund Sales Executive (Female) to join our team. The role involves building strong client relationships, providing financial advisory services, and promoting mutual fund products tailored to clients' financial goals. The ideal candidate should have excellent communication skills, a passion for client...

  • Mutual fund Sales Manager

    5 days ago

    Vesu, Surat, Gujarat, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time ₹ 3,00,000 - ₹ 48,00,000 per year

    We are seeking a dynamic and client-focused Mutual Fund Sales Executive (Female) to join our team. The role involves building strong client relationships, providing financial advisory services, and promoting mutual fund products tailored to clients' financial goals. The ideal candidate should have excellent communication skills, a passion for client...

  • Trainer - Mutual Fund

    1 day ago

    Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full time

    Position: Trainer - Mutual Fund Trainer Company: Telios Tax Solutions & Business Management Private Limited Job Location : Surat Job Responsibilities: Develop and deliver training programs for our sales team on mutual funds and financial products - Provide product knowledge and sales techniques training to enhance team performance - Collaborate with...

  • Mutual Fund Executive

    5 days ago

    Rajkot, Gujarat, India Visko Group Full time

    **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

  • Back Office Executive

    2 weeks ago

    Ahmedabad, Gujarat, India Sufalam Technologies Private Ltd. Full time

    **Position**: Back Office Executive - Mutual Funds & Financial Services **Experience**: 1-3 Years **Education**: Preferably BBA or equivalent **Location**: [Ahmedabad / On-site] **Employment Type**: Full-time **About the Role**: **Key Responsibilities**: - Communicate clearly and professionally with clients, prospects, and internal teams regarding mutual...

  • Back Office Executive

    2 weeks ago

    Majura Gate, Surat, Gujarat, India Arham Wealth Management Pvt. Ltd. Full time

    **JD for NBFC Executive** **Post: Executive** **Location: Surat** **Roles & Responsibilities: - ** - Account opening documentation. - Managing day-to-day operational activities. - Tracking of client activities with regard to fund movements, and receipts, and entering everything into the system and MIS. - Responsible for managing client queries on a...

  • Mutual Fund Sales Executive

    5 days ago

    Ahmedabad, Gujarat, India PMS Financial services Full time

    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. -...

  • Mutual Funds Research Analyst

    1 day ago

    Udhana, Surat, Gujarat, India NJ AMC Full time ₹ 60,000 - ₹ 8,00,000 per year

    Overview of Company :NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. The journey of NJ began in 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, to cater to investor needs in the financial services industry. Today, the Wealth Advisory Network, also known as...

  • Mutual Fund Research Analyst

    3 days ago

    Surat, Gujarat, India Tbell Search Partners (opc) Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Role OverviewWe are seeking a highly skilled and experienced professional to lead our mutual fund research function. This role will be responsible for delivering actionable insights and recommendations to empower our distributors, clients, and internal teams. The position involves in-depth fund analysis, performance evaluation, market monitoring, and active...

  • Equity & Mutual Fund Sales Executive

    1 week ago

    Ahmedabad, Gujarat, India PMS Financial services Full time

    **About PMS Financial Services**: PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve...