Segnen India

Job Description Experience - Fresher and Experienced both can apply. Any Sales professional can apply for this job wiling to work in Finance domain. Location - Chandigarh Required Skills & Qualifications- Bachelor's degree in Finance, Commerce, or related fields (MBA in Finance or CFP certification is a plus). Prefer Minimum 1-5 years of experience in Banking sales, wealth management, investment advisory, or mutual fund sales. However Freshers are also welcome. Strong knowledge of mutual funds, SIPs, insurance, and other financial products. Excellent communication, relationship management, and sales skills. Proficiency in financial planning tools and CRM software. Ability to work independently and achieve business growth targets. Kindly share cv on hr@segnen.co

Job Role- Operation Executive Job Location- Chandigarh Mandatory Skills- Advance Excel, Good Communication skills As part of our ongoing growth and commitment to expanding our team, we are excited to announce an opening for the Mutual Fund Operations role in our Chandigarh office. Given the important role each of you plays within our organization, we believe you may know someone who would be a perfect fit for this position. Role Responsibilities: Transaction Processing: Accurately and efficiently process a variety of mutual fund transactions, including purchases, redemptions, switches, Systematic Investment Plans (SIPs), and dividends, ensuring all are completed in a timely manner. Order Management: Oversee the timely execution, confirmation, and reconciliation of investor orders to ensure smooth and accurate order processing. Client Servicing: Provide exceptional customer service by addressing inquiries, resolving issues, and offering proactive solutions to both clients and distributors, ensuring satisfaction and fostering long-term relationships. Regulatory Compliance: Ensure strict adherence to all relevant regulations, including those set by the Securities and Exchange Board of India (SEBI) and other governing bodies, while maintaining up-to-date knowledge of any changes in financial regulations. Record Keeping and Reporting: Maintain comprehensive and accurate records of transactions, generate daily, weekly, and monthly reports as required, and ensure all documentation is compliant with internal and regulatory standards. AMC Coordination: Liaise with Asset Management Companies (AMCs) to resolve any operational challenges, confirm investment details, and ensure the smooth processing of transactions. System Utilization: Effectively use mutual fund software and other financial systems to process transactions, track performance, and resolve any related issues, ensuring all tools are used optimally. Operational Efficiency: Continuously identify and implement process improvements to enhance the efficiency, accuracy, and speed of transaction processing and other operational tasks. Risk Management: Identify potential risks in transaction processes or client interactions, taking necessary actions to mitigate them and ensure compliance with internal controls and best practices. Team Collaboration: Work collaboratively with other internal departments, such as Compliance, Sales, and Finance, to ensure seamless daily operations and alignment with overall business goals. Client Feedback and Relationship Building: Regularly interact with clients to gather feedback, resolve issues, and build a strong rapport, ensuring an outstanding client experience at all times. Ideal Candidate Profile: Essential Skills: Strong analytical abilities and keen attention to detail. Proficiency in MS Office, especially Excel. Excellent written and verbal communication skills. Ability to work independently while being a collaborative team player. Capacity to thrive under pressure and meet deadlines. Preferred Skills: Experience in mutual fund operations or a related field. Familiarity with financial regulations and industry standards. Experience with financial software and CRM systems. We greatly value your network, and if you know anyone who fits this profile and is looking for an exciting opportunity at Simplifysors, please encourage them to send their resume to hr@segnen.co .