Mutual Fund Process

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...

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...

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 DescriptionFund accounting involves the calculation and processing of net asset values. This role requires a strong understanding of mutual fund accounting and operations.Fund AccountingNet Asset value calculation / processingMutual Fund AccountingIncome Booking, Corporate actionsDomestic Fund Accounting/AMC experienceComputation and reconciliation of...

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

Institutional Sales Professional We are seeking a highly skilled Institutional Sales Manager to join our team. The successful candidate will be responsible for developing and executing institutional sales strategies for mutual fund products. Key Responsibilities: Develop and execute institutional sales strategies: Create and implement plans to sell mutual...

Job Title: Mutual Fund Business Growth LeaderAbout the Role:This is a highly influential position that will oversee the development and execution of comprehensive strategies for setting up and scaling the mutual fund distribution business. As a key member of our team, you will drive revenue growth, manage Assets Under Management (AUM), and lead the...

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