Mutual Fund Specialist

We are seeking a dedicated Operations & Back-Office Executive to join our organisation, primarily focusing on Mutual Fund Distribution, PMS Distribution, and Equity Broking operations. This is a long-term opportunity for candidates who are willing to grow with the organization and commit for at least 3–5 years.Key Responsibilities:· Handle daily...

Key ResponsibilitiesProcess mutual fund subscription, redemption, SIP, and switch transactions accurately and timely.Reconcile fund accounts daily and resolve discrepancies promptly.Maintain and update investor records and transaction data in the system.Support the preparation of daily NAV (Net Asset Value) calculations.Coordinate with Exchanges, RTA, AMC,...

We are seeking a highly motivated and experienced professional to join our team as an Assistant Branch Manager - Mutual Funds. The ideal candidate will have a strong background in the BFSI industry, particularly with mutual funds products and services.Key ResponsibilitiesBranch Operations & Service Delivery:Manage and oversee daily branch operations to...

As a seasoned professional, you will play a pivotal role in driving business growth and customer satisfaction as an Assistant Branch Manager. The ideal candidate will have a strong background in the BFSI industry, particularly with mutual funds products and services.Key Responsibilities:Operational Excellence:Oversee daily branch operations to ensure...

We are seeking a skilled Treasury & Fund Management Executive to oversee the day-to-day treasury operations and ensure efficient fund management.The ideal candidate will have a strong background in financial services, specifically with experience in Mutual Funds or Banking, and will be responsible for monitoring company funds, forecasting payment...

Company DescriptionOasis Financial Services (Formerly: Omkar Consultants) has been a trusted financial advisory firm for over 26 years, serving 1,500+ families and 50 corporates. With partnerships across all leading insurance and mutual fund companies in India, we provide comprehensive solutions inhealth and term insurance, mutual funds, car insurance, and...

Insurance and Mutual Funds Sales SpecialistThis is a full-time, on-site role based in Pune for an Insurance & Mutual Funds Sales Specialist. The Sales Specialist will be responsible for building and managing strong client relationships, understanding client needs, and providing tailored insurance and investment solutions.The position requires proactive sales...

About Citco: The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its...

Whether you re at the start of your career or looking to discover your next adventure your story begins here At Citi you ll have the opportunity to expand your skills and make a difference at one of the world s most global banks We re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...

Fund Services Senior IR AdministratorJob Description:We are seeking a detail-oriented and meticulous professional to join our Fund Administration team as a Senior IR Administrator. The ideal candidate will play a critical role in managing trade activity, investor correspondence, and ensuring accuracy and efficiency.Key Responsibilities:Trade Processing &...