mutual fund admin

Perform end-to-end trade support and trade processing activities. Manage trade lifecycle events and ensure accurate and timely trade settlements. Handle trade validation, exception management, and reconciliation activities. Support Private Equity operations including subscriptions, redemptions, capital calls, distributions, and investor reporting. Process...

Job Responsibilities: Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products Meet required AUM, investor acquisition, and AUM growth targets Provide personalized investment advice...

Role & 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 Transactions....

We are seeking a dedicated Insurance and Mutual Funds Advisor to join our team in Tamil Nadu. The ideal candidate will have a strong understanding of the insurance and mutual funds sectors, providing expert advice to clients on their investment options. This role is crucial in helping clients make informed decisions regarding their financial futures. Key...

Responsibilities: • Prospect for new sales leads and close sales • Analyze clients' data and provide strategic recommendations to HNI clients • Present value-proposition to sales leads and current customers Qualifications • 1-5 years of sales experience (preferably Mutual funds/ BFSI) • Aggressive sales mindset • Dealing with HNI...

Position: Operations Executive (Mutual Funds) Location: Lucknow (On-site) Employment Type: Full-Time About V6 Arthgyan LLP: V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor, serving investors since 2006. Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual funds, alternative investment products,...

We are seeking a motivated and results-driven Mutual Funds Sales Executive to join our team in Uttar Pradesh. The ideal candidate will have a strong background in asset management and mutual funds sales, with a passion for helping clients achieve their financial goals. In this role, you will be responsible for promoting and selling mutual fund products to...

Responsibilities Provides mutual funds transaction-processing services with a customer-focused approach. Offers proactive and innovative solutions to customers, ensuring high service quality. Performs senior-level support tasks requiring independent judgment and decision-making. Applies substantial job knowledge to resolve or recommend solutions for a wide...

We are seeking a motivated and results-driven Lead Generation Specialist with a focus on mutual funds and equity markets. The ideal candidate will possess a strong understanding of lead generation strategies and have relevant experience in the financial services sector. As a Lead Generation Specialist, you will be responsible for identifying and qualifying...

We are seeking a motivated and results-driven Lead Generation Specialist with a focus on mutual funds and equity markets. The ideal candidate will possess a strong understanding of lead generation strategies and have relevant experience in the financial services sector. As a Lead Generation Specialist, you will be responsible for identifying and qualifying...

Position Name -  Location - Experience Range -    Mandatory Requirement:       About the client: Job Roles and Responsibilities:     Qualification and Experience:     Other Details:    

Job Description: We are looking for a proactive and result-driven Relationship Manager to drive client acquisition and retention for a range of financial products. The role requires strong networking capabilities, client advisory skills, and the ability to generate business through fieldwork, references, and cold calling. Lead Generation:Identify and...

We are looking for a highly experienced VP – Mutual Fund Research to establish and lead EduFund's Research function. This is a strategic individual contributor role for someone passionate about investment research, particularly Mutual Funds, and capable of building research frameworks, processes, and knowledge assets from the ground up. The successful...

About 79th East 79th East Private Limited is a Hyderabad-based investment services firm, an AMFI-registered Mutual Fund Distributor (ARN-364145) and distributor of Portfolio Management Services (PMS Registration No. APRN10260). The Role We are looking for a Relationship Manager to be the primary point of contact for clients, with strong knowledge of Mutual...

Job Title: Mutual Fund Relationship Manager (MF RM) Company: Shri Ashutosh Securities Pvt. Ltd. Location: Patna, Bihar About Us: Shri Ashutosh Securities Pvt. Ltd. is a leading Mutual Fund Distributor in East India, managing one of the industry's largest sizes with a client base of over 7000. Position Overview:  We're hiring MF Relationship Managers...

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About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for...

About Paytm Group: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of...

Job Description: Role Overview:We’re seeking a highly skilled and experienced professional to lead our mutual fund research function,delivering actionable insights and recommendations to support our distributors, clients, and internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product...