1.0 - 5.0 years

0 Lacs

lucknow, uttar pradesh

On-site

As a Mutual Fund Executive, your role involves proficiently operating mutual fund panels, assisting clients in making informed investment decisions, and handling mutual fund application processes. Your key responsibilities include: - Assisting clients with mutual fund application processes, such as scanning, uploading forms, and resolving client queries via calls or emails. - Updating KYC details and addressing any mutual fund-related inquiries from clients. - Managing various mutual fund requests like Switch, SIP, Redemption, STP, SWP, and processing transactions through platforms like NSE, BSE, MINT, CAMS, KFINTECH, MFU. - Handling bulk transaction requests and ensuring processing before c...

Posted 1 month ago

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Mutual Fund Specialist Finowings

1.0 - 5.0 years

0 Lacs

lucknow, uttar pradesh

On-site

As a Mutual Fund Executive, your primary responsibility will be to efficiently manage mutual fund operations and provide valuable assistance to clients in their investment decisions. You will be required to handle various tasks such as processing mutual fund applications, updating KYC details, and addressing client queries through different communication channels. Your role will involve managing mutual fund requests like Switch, SIP, Redemption, STP, SWP, and ensuring timely processing of transactions through platforms like NSE, BSE, MINT, CAMS, KFINTECH, and MFU. It will be essential to offer exceptional customer service by promptly responding to client inquiries via email, letters, or in-p...

Posted 3 months ago

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