Mutual fund executive

**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...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

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)

Multiple positions are open related to mutual fund background. **Minimum 1 year of experience required.** **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹60,000.00 per month Application Question(s): **Experience**: - total work: 1 year (preferred) - Mutual Funds: 1 year (preferred) Work Location: In person

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

**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...

**Job Types**: Full-time, Permanent, Fresher Pay: ₹25,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) - mutual Fund: 1 year (preferred) Work Location: In person

**Job description**1. Client Advise and support like purchase, redemption etc for clients 2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software. 3. Analyze past return, brokerage, expense ratios in Mutual fund schemes NISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication,...

**Job Types**: Full-time, Permanent, Fresher Pay: ₹25,000.00 - ₹30,000.00 per month Schedule: - Day shift Application Question(s): - Knowledge on Mutual Fund ? **Experience**: - total work: 1 year (preferred) - Mutual Fund: 1 year (preferred) Work Location: In person **Speak with the employer** +91 8637085596

Preference Given to NISM certified Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...