Handle MF transactions (SIP, lump sum, redemption, switch), client onboarding, and KYC. Coordinate with RTAs/AMCs, maintain records, prepare MIS/reports, ensure compliance, and support Relationship Managers with backend operations. Required Candidate profile Graduate (Commerce/Finance) with 1–3 yrs in MF operations. Skilled in MFU, BSE Star MF, RTA portals & Excel. Strong communication, accuracy, confidentiality & time management skills required.
Acquiring new clients & providing advice on financial investments by selling Mutual Funds, Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM
Acquiring new clients & providing advice on financial investments by selling Mutual Funds, Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM
Looking for a proactive Office Personal Assistant with good computer skills and strong client follow-up abilities. Responsibilities include managing the Partner’s schedule, coordinating with clients, handling office tasks, and maintaining records.