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Backend Mutual Fund Operations
2 weeks ago
** FEMALE CANDIDATES PREFERRED**
About the Company: Hum Fauji Initiatives operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.
We undertake comprehensive financial planning and goal-based investments in mutual funds, bonds, fixed deposits, real-estate, and other investment avenues as deemed suitable for our clients. The product and service portfolio are being constantly expanded and reviewed. Candidates with experience in any or more of these verticals will have an edge in the selection process.
We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.
Position: Backend Mutual Fund Operations & Admin Executive
No. of Positions: 2
Working Days – Monday to Friday
Qualifications Required: Minimum B. Com./ BBA. Certifications / Diploma / Post Graduation in related Finance domain will be an added advantage. A good academic record is important – grades attained in school, colleges and training institutions need to be mentioned in the CV. Good and proficient computer handling as also absolute comfort with MS Office and email is expected and is a must. Experience in a financial planning company having done online/offline backend operations would have an added advantage.
Salary Expectation: Our salary structure is always comparable or better than the industry with much better perks structure. After six months, on confirmation of probation, team members get group health insurance. Additional benefit of group Life Insurance and National Pension Scheme (NPS) after one year would also accrue.
Working Environment in the company: We believe in an open and informal working environment. There's a lot of emphasis on continuous learning, and large number of internal and external knowledge sessions keep taking place in the company. Work-life balance is another important parameter on which we measure our success.
Job Description:
· Operate online and offline investment portals after being familiarized with them in initial training. The portals being currently used in the company are Investwell Mint and NSE MF II.
· Understand the emails coming from financial planners and external partners in the company and take investment and/or monitoring actions on the same.
· Be able to write emails and send them within and outside the company.
· Fill up financial forms like those related to Investments, Redemption, SIPs, etc with zero error speedily.
· Carefully process all the transactions and other financial / non-financial operational work without errors and with speed.
· Maintain and update financial and non-financial data on excel and Google sheets, various online portals, extract and download them as required, and analyze them to generate meaningful operational results.
· Be able to learn backend operational work as per changing regulatory and procedural requirements and bring them into action speedily.
· Deal with and interact with Asset Management Companies' staff as also with the clients as per the requirements.
· Be able to do reconciliation of data, compare different data and bring out analyzed conclusions on Excel and Google sheets.
· Generate complete or partial MIS Reports as per given criteria through available investment software and portals.
· Handle and assist in administrative work of the company on a routine, temporary or standing requirement basis as required.
Interview process: IQ Test, General written test, Excel Test & Interview rounds.
We'd love to hear from candidates with the following profile:
· Positive attitude. Takes on challenges that are put in front of him/her with the right mentality and positiveness.
· People-first. Ability to provide exceptional, proactive internal and external client service. Appreciates diversity of ideas and excels in a team environment.
· Demonstrates analytical and problem-solving skills with attention to details.
· Excellent verbal communication skills (Hindi and English) and written communication skills (English).
· Demonstrated ability to manage multiple tasks at the same time.
· Tech Savvy. Comfortable working with MS Word and Excel, analysing and replying to mails, G-Suite and other software being used by the company.
Interested candidates to forward their CVs to:
Job Types: Full-time, Permanent, Fresher
Pay: Up to ₹26,000.00 per month
Benefits:
- Health insurance
- Life insurance
- Provident Fund
Work Location: In person
