Mutual Funds Executive

2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for providing client advice and support regarding services such as purchase, redemption, etc. You will also be required to upload NAV and transaction files from RTAs, review returns, and maintain client portfolios in software. Additionally, you will analyze past returns, brokerage, and expense ratios in Mutual fund schemes. Key Responsibilities: - Advise and support clients on purchase, redemption, and other related services - Upload NAV and transaction files from RTAs - Review returns and maintain client portfolios in software - Analyze past returns, brokerage, and expense ratios in Mutual fund schemes Qualifications Required: - NISM VA Certification - Knowledge about Mutual fund operations and KYC - Good communication skills - Experience in client support and services The company is in the Financial Services (Asset Management) industry under the BFSI, Investments & Trading department. This is a full-time, permanent role in the Trading, Asset & Wealth Management category. The salary offered will be as per industry norms. The work location is in person.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You