Mutual Fund Back Office Executive

Job Title- Mutual FundLocation- Noida, Sector-132Job ResponsibilitiesManage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.Handle client queries and resolve complaints related to app usage, fund performance, and service issues.Assist clients with timely renewal of policies, premium payments, and...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients.ResponsibilitiesMutual funds...

Job description1. Client Advise and support like purchase, redemption etc for clients2. 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 schemesRequired Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good...

Job Title: Client Relationship Manager – Mutual FundsJob Description:We are seeking a responsible and experienced Client Relationship Manager with a strong background in mutual funds to join our team. The ideal candidate will have a deep understanding of clients' business objectives and challenges, and provide strategic, data-driven recommendations. You...

Responsibilities:* Generate leads and close deals* Manage existing client relationships* Meet sales targets* Maintain customer satisfaction* Collaborate with investment team*Knowledge about mutual funds is mandatoryHealth insuranceAnnual bonus

Responsibilities:* Provide financial advice on Mutual funds & portfolio management.* Handle NISM certification requirements.* Meet sales targets for SIP and LUMPSUM.* Regular interaction with HNI and UHNI clients.Health insuranceAnnual bonusLeave encashmentReferral bonusMobile bill reimbursementsRetention bonusSales incentivesLife insurance

Location- Noida, Sector-132Job ResponsibilitiesManage and track client portfolios across mutual funds and insurance products, ensuring strong performance and alignment with client goals.Address client queries and resolve issues related to app usage, fund performance, and service concerns.Support clients with timely policy renewals, premium payments, and GST...

HDFC Ergo – Back Office Executive:- Average Communication will workNote :- Answer all screening questions to get the screening callLocation: Noida, Sector 62Shift: Rotational for boys: Day shift for girlsKey Responsibilities: Perform back-office operations accurately and efficiently. Maintain high typing speed (≥30 WPM) with accuracy ≥95%. Handle data...

Role- Treasury Back OfficeExperience- 6 to 10 yearsLocation- NoidaTreasury Back office - Job Description • Knowledge of fixed income and money market products • Ensure Timely settlement, reporting and confirmation processing • Ensure regulatory and internal compliance at the time of validation and settlement • Responsible for Transfer of Security...

Job Summary:We are looking for a detail-oriented and organized Back Office Executive to support our company's administrative and operational activities. The ideal candidate will handle data management, documentation, record keeping, and assist various departments in ensuring smooth day-to-day operations.Key Responsibilities:Maintain and update company...