Mutual Fund Executive

Role DescriptionThis 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-Managing mutual fund portfolios.Handle all back office activities including purchase redemption both online & offlineReview Client's Mutual Fund Portfolio.4.Update &...

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

Company DescriptionFounded in 2023, Skyrise Mutual Fund Services is a boutique mutual fund advisory firm that delivers personalized investment solutions tailored to each client's unique risk profile and financial goals. Our team of seasoned professionals and Chartered Accountants specialize in providing research-backed, client-first advisory services....

Salary offered : 24, ,000 in-handJob Summary:We are seeking a detail-oriented and diligent Operations Executive to join our Mutual Funds Operations team. The ideal candidate will be responsible for ensuring the smooth and accurate processing of mutual fund transactions, maintaining records, reconciling accounts, and supporting compliance and reporting...

Salary offered: 24, ,000 in-handJob Summary:We are seeking a detail-oriented and diligent Operations Executive to join our Mutual Funds Operations team. The ideal candidate will be responsible for ensuring the smooth and accurate processing of mutual fund transactions, maintaining records, reconciling accounts, and supporting compliance and reporting...

Industry: Financial Services (Mutual Fund Distribution) Department: Marketing Job Summary: We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing...

Job Title: Executive – Digital MarketingIndustry:Financial Services (Mutual Fund Distribution)Location:NoidaSalary Budget : 5 to 7 LPADepartment:MarketingEmployment Type:Full-timeJob Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate...