Mutual Fund Specialist

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 cut-off times. - Providing excellent client services by addressing customer queries via email, letters, or walk-ins. - Maintaining a strong communication channel with clients, assisting with SIP schemes, and portfolio management. - Demonstrating familiarity with capital market concepts, procedures, and regulatory frameworks. - Acquiring new client relationships and managing/retaining them by delivering high standards of service. - Studying and analyzing fund histories to offer insights and recommendations to clients. Qualifications required for this role include: - 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. In addition to the job responsibilities and qualifications mentioned above, the company expects you to have a total work experience of 1 year (Preferred). The job type is Full-time, Onsite with workdays from Monday to Saturday. The work schedule is during the day shift. If you are interested in this opportunity or have any further inquiries, please feel free to reach out to us at agrawalcorporatehr@gmail.com or +91 9598152304.,