MS Office, Excellent communication skills both Written and verbal, knowledge of Mutual Fund Operations, Exceptional Problem-Solving skills and a client-focused approach to resolving issues. Job Description: Onboarding new clients on relevant platforms, including the NSE and HF portals. Handling MF operations by following systems and processes. Handling documentation for overall compliances, and KYC Complete Back office functions including updating and maintaining the reporting software Investwell, Salesforce and Client Portal Coordinating with Mutual funds and other platform providers such as Mutual Fund Utility (MFU) and NSE MF etc. Reconciliation of investor s investment and other back-office functions like MIS, nonfinancial transactions, capital gain statements, adhoc MIS reports, and periodic MIS reports.
M FA is a place where growth and passion is a way of life. Plethora of opportunities await hardworking, smart and sincere individuals who wish to enjoy their journey to success. Ideal Candidate: Excellent Communication Skills both written and verbal Highly confident Good at networking and developing relations with the clients Experience of dealing with HNI clients/ Wealth Customers Updated knowledge on SEBI & AMFI requirements Develop and nurture a strong client-base and serve all clients with complete dedication, care and confidence. Our Organization Offers : A positive and professional work environment Security and stability Excellent compensation and fringe benefit programs A unique approach to business development Target marketing support A commitment to long term career development.
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