Mutual fund executive

5 days ago

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

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

Contact: |

Benefits: Provident Fund

Key Responsibilities

  • Operate mutual fund panels and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via NSE/BSE/MINT/CAMS/KFintech/MFU.
  • Assist clients with investment planning, KYC updates, and portfolio management.
  • Scan, upload forms, and resolve client queries through calls, emails, or walk-ins.
  • 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.
  • Ability to handle queries across multiple channels (email, phone, in-person).
  • Good understanding of capital markets and regulatory compliance.

Job Type: Full-time

Pay: ₹15, ₹20,000.00 per month

Work Location: In person

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