Relationship Manager Mutual Funds

Job Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–3 years(Graduates welcome; Freshers encouraged to apply)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled...

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 Description Mutual Fund Market/Service AdvisorWe are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build...

Job Summary - *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDsJob Description—Client Acquisition & Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.Sales...

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...

Role & responsibilitiesOperations in Mutual Fund*Job Summary:*We're seeking an experienced Operations professional to join our mutual fund organization. You'll oversee daily operations, ensuring efficient and accurate processing of transactions, reconciliations, and reporting.Key Responsibilities:- Transaction Processing: Process transactions, including...

About UsFounded in 2002,MoneyCare Financial Planningis one of India's pioneering financial planning practices. We are a boutique wealth management firm, known for our fiduciary approach, transparency and holistic strategies for investors.Role OverviewWe are seeking aMarketing & Sales Managerwith expertise inMutual Funds (HNIs)andSocial Media Marketing. This...

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...

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

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...