Mutual Fund Operations

5 days ago


Delhi Cantonment Delhi Delhi, India Veena Placement Services Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Handling the day to day branch operations including front desk & back end activities.

  • Coordination with CAMS for accurate processing & timely payouts while keeping regulations

& compliance in place.

  • Overall management of service & coordination amongst the sales and distributor who drive

the business.

  • Co-ordination with the internal stake holders for smooth processing of transactions

  • Managing branch admin activities

  • Up sell Mutual fund products to both Retail/ HNI clients

  • Respond to customer queries with customer satisfaction as the prime focus.

Job Types: Full-time, Permanent

Pay: ₹300, ₹600,000.00 per year

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Paid sick time
  • Provident Fund


  • Delhi Cantonment, Delhi, Delhi, India Veena Placement Services Full time

    **Handling the day to day branch operations including front desk & back end activities.** - Coordination with CAMS for accurate processing & timely payouts while keeping regulations & compliance in place. - Overall management of service & coordination amongst the sales and distributor who drive the business. - Co-ordination with the internal stake holders...


  • Delhi, Delhi, India MLAM INVESTECH PVT LTD Full time

    We’re Hiring! Join MLAM INVESTECH We’re looking for an experienced Mutual Fund Operations Executive & Equity Dealer to join our growing team. Role: Mutual Fund Operations Executive & Equity Dealer (ODIN Terminal) Experience: 1-2 years in equity dealing and mutual fund operations Location: Malviya Nagar, New Delhi What You’ll Do: - Execute equity...


  • Delhi, Delhi, India Jain Capital Investment Full time

    As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...


  • Delhi, India Client of Nkrafterz Full time

    As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. **Responsible for Transaction (Online MF) processing**: -...

  • Mutual Fund Executive

    2 weeks ago


    Delhi, India Client of Nkrafterz Full time

    Designation - Mutual Fund Executive Responsibility - 1. Investments form filling (KYCform/SIP/transmission/Updation form etc.) 2. Manage operation related to the sub broker company. 3. Knowledge of NSE\BSE Portal. 4. Clients handling/follow-up with the client regarding theirinvestment or monthly installment pending etc. 5. Documents management (KYC...


  • South Delhi, Delhi, Delhi, India KJAG & Associates Full time

    Manage and oversee daily operations related to mutual fund back office activities. - Managing Mutual Funds transaction processing for clients - Addressing investor queries and providing assistance as needed. - Online & Offline Form filling for various Platforms used for Investments. - Documentation for Various Investment Products like Mutual Funds, Stocks,...

  • Mutual Fund

    5 days ago


    New Delhi, India RR Financial Consultant LTD Full time

    **We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

  • Mutual Fund Advisor

    5 days ago


    South Delhi, Delhi, Delhi, India KJAG & Associates Full time

    Understand Clients Investments needs. - To generate fresh leads and acquire clients through reference to shore up the clientele. - To achieve sales and revenue targets spread across product mix. - To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...

  • Mutual Fund Advisor

    1 week ago


    Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full time

    **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

  • Mutual Fund

    1 week ago


    Shalimar Bagh, Delhi, Delhi, India Investkraft Full time

    **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...