Mutual Fund support Executive

0 - 2 years

1.25 - 2.5 Lacs P.A.

Mumbai

Posted:3 months ago| Platform: Naukri logo

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Skills Required

mutual fundsNISMfillingcustomer serviceBack Office OperationsCustomer Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

We, at Soba Infosec Group, are looking for smart and committed people to be part of our organization. We extend this to the company culture as well, with lots of opportunities to develop personally and professionally. We encourage new ideas and initiatives even if its not directly related to your role which helps in developing leadership qualities and upskilling. We also host several internal workshops and casual workshops to help you grow. Roles and Responsibilities Mutual Funds operations & Financial Services knowledge Candidate will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work . Co-ordinating with fund houses for investor statements Co-ordinating with investors regarding fund switches, new SIPs lump sums, redemptions etc. Preparing collating mutual fund reports Operating software for fund switches, new SIPs lump sums, redemptions etc. Timely servicing of Mutual fund queries from the sales team. Coordinate with cross functional teams like Mutual Fund Operations, Tech Operations and contact centre. Should be efficient in customer service. Basic understanding of various investment instruments i.e Mutual Funds, Bonds, Shares etc. Knowledge of processing Paperwork related to investment including forms & cheques. Data entry for all financial transactions Making various MIS Mutual Fund operations with hands on experience in reconciliation activities related to Brokerage / commission and other reconciliation activities Has operational and order processing knowledge of Mutual Funds, IPO, NCDs, SGB, NCD etc The role demands for TAT based working, teamwork, follow up with RTAs AMCs for internal external clients query. The role requires good command over excel Knowledge of BSE STAR MF, NSEMF Candidates can email their CV on careers@sobaindia.com / whatspp on +91-9819507344 Desired Candidate Profile : Candidates must graduate with 0-2 years of experience in Mutual Fund Domain. Candidate should be fluent in English & Hindi Preference to NISM Certified VA candidates Knowledge of Camsedge360 and Karvy MFS, Knowledge of BSE STAR MF, NSEMF Job Benefits & Perks : Candidates have potential to grow with organisation

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