Mutual Fund Process

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...

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...

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...

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...

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 Description: Institutional Sales – Mutual FundsPosition Title :- Institutional Sales Manager – Mutual FundDepartmentSales & DistributionReporting ToHead – Institutional Sales / CEORole OverviewThe Institutional Sales Manager will be responsible for acquiring, developing, and managing relationships with institutional clients for mutual fund...

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 : 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 : Mutual Fund ExecutiveExperience : FresherLocation : BKC, MumbaiSalary : Up to 15KNotice : ImmediateEducation : GraduationJob Type: Full-timePay: Up to ₹15,000.00 per monthBenefits:Provident FundWork Location: In person

Opportunity for Lead Mutual Fund Audit with an Leading AMC for PrabhadeviPurpose of this role is to develop and manage execution of the Audit Strategy and Plan for Mutual Fund business covering all areas across products, sales and distribution, investments, fund accounting and custodial services, risk management, compliance and other corporate / control...