Mutual fund advisor

Job Description: Mutual Fund Executive

Roles and Responsibilities:

• Should be proficient in operating mutual fund panels.
• Assist clients in making informed investment decisions and planning.
• Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.
• Update KYC details and assist clients with any mutual fund-related inquiries.
• Manage all mutual fund requests such as Switch, SIP, Redemption, STP, SWP, and process transactions through NSE/BSE/MINT/CAMS/KFINTECH/MFU for various applications like SIP, STP, SWP, NCT, purchase, and redemption.
• Handle bulk transaction requests and ensure processing before cut-off times.
• Provide excellent client services by addressing customer queries via email, letters, or walk-ins.
• Maintain a strong communication channel with clients and assist with SIP schemes and portfolio management.
• Demonstrate familiarity with capital market concepts, procedures, and regulatory frameworks.
• Maintain a working knowledge of MS Office, particularly Excel.
• Responsible for acquiring new client relationships and managing/retaining them by delivering the highest standards of service.
• Study and analyze fund histories to offer insights and recommendations to clients.

Requirements:

• Strong communication skills.
• Proficiency in MS Office, especially Excel.
• Ability to resolve queries related to mutual funds through multiple communication channels (email, phone).
• Experience in mutual fund processing and client service.

Job Details:

• Job Type

  : Full-time, Onsite

• Work Days

  : Monday to Saturday

• Contact

  : agrawalcorporatehr@gmail.com | +91 9598152304

• Pay

  : ₹15,000.00 - ₹20,000.00 per month

• Location

  : In person

Benefits:

• Provident Fund

Schedule:

• Day shift

Experience:

• Total work experience: 1 year (Preferred)

For any further inquiries, feel free to contact us.

Job Type: Full-time

Work Location: In person