Mutual Fund Advisor

Position: Equity Advisor- Partner Alliances Experience: Minimum 1-5 years in a similar role We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio...

About UsWe are a leading player in the mutual fund industry, with a rich heritage spanning over four decades. Our mission is to provide our investors with top-notch services while generating competitive returns across various product categories.The Role We Are Hiring ForAt our organization, we are seeking a seasoned Relationship Manager to join our retail...

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of...

We are seeking a fresher or experienced professional to join our team as an Assistant Operations Manager for Primestar Investments - a boutique Mutual Fund Investment firm. The ideal candidate will be trained extensively and be responsible for all Operational aspects of the business.Key Responsibilities:• Execute online/offline Mutual Fund transactions for...

Job Title: Virtual Relationship Manager– IFA & MFD OnboardingLocation: MumbaiEmployment Type: Full-TimeExperience Level: 0–1 Years (Freshers Welcome)Job descriptionWe are seeking a dynamic and customer-focused individual to join our team as a Client Relationship Executive. This role involves onboarding Independent Financial Advisors (IFAs) and...

Experience & Qualification:Years of work experience required : more then 2 years.Qualification : GraduateJob Location - ThaneRole of Responsibilities:Manage end-to-end mutual fund transaction son BSE STAR MF platform.Place financial and non-financial transaction order CAMS, KFintech, and respective AMC websites.Monitor and track mutual fund transactions for...

Urgently require Mutual Fund Operations Executive @ Mulund, Mumbai.Execute mutual fund transactions, including purchases, redemptions, and exchanges, ensuring accuracy.Ensure all operational activities comply with relevant industry regulations Required Candidate profileGood Communication SkillPrior experience in mutual fund operationsKnowledge of MS Office

Role : Mutual Fund Operation ExecutiveExperience : Min 1 year of experience into Mutual Fund OperationSalary : Up to 25KEducation : GraduationNotice : Immediate to 15 DaysLocation : Boriwali, MumbaiSkills : Mutual Fund Operation, KycJob Type: Full-timePay: Up to ₹25,000.00 per monthBenefits:Provident FundWork Location: In person

Job DescriptionRole & responsibilities- Performing the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA /AMC / BSE in case of any queries.- Coordination with internal & external departments for solving queries.- Mutual Fund Segment Activation (Demat)- Reconciliation of UCC creation & Demat...

Role & responsibilitiesPerforming the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA /  AMC / BSE in case of any queries.Coordination with internal & external departments for solving queries.Mutual Fund Segment Activation (Demat)Reconciliation of UCC creation & Demat Transactions.Daily...