Job description 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 Required Skills · Candidates must graduate with 1-2 years of experience in Mutual Fund Domain. Even Freshers can apply · Candidate should be fluent in English & Hindi · Preference to NISM Certified VA candidates · Knowledge of software Investwell · Knowledge of Camsedge360 and Karvy MFS Skill Set: · Fast learner and good communication · Responsible towards the job, hardworking, punctual with timings tasks assigned. · Basic computer skills MS Applications Required Candidate profile · Mutual Funds operational Knowledge, Order Processing flow with BSE Star MF & NSEMF · Adapt at Excel to work on reports and provide required MIS whenever required. · Good written and verbal communication skills specially in English · Proactive who believes in teamwork Job Types: Full-time, Permanent Pay: ₹130,000.00 - ₹200,000.00 per year Benefits: Cell phone reimbursement Schedule: Day shift Work Location: In person Speak with the employer +91 9819507344 Application Deadline: 14/07/2025 Expected Start Date: 14/07/2025
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. With a low attrition rate, it is rare for such openings to come up and this one is in the Mutual Fund Industry. We encourage new ideas and initiatives even if it’s 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. Requirements o Fresh Graduates OR with relevant Work Experience of 2-3 years o To build, develop and enhance relationships across Family Offices, Small and Mid-size companies, Ultra HNI and Professionals o Good interpersonal skills o Ability to multitask, prioritize and manage time effectively o Able to work independently and as a team player Additional Requirements o Knowledge of Mutual Funds o NISM Series V-A certified o MS Office in particular Excel and Powerpoint o Comfortable using tech What does the job entail? o Advising HNI/ corporate clients on various Mutual Fund and other Financial products o New client acquisition in the HNI, Small and midsize companies o Following up with the existing clients on current investments and advising on portfolio o Resolution of client queries related to transactions, investments o Preparing various types of MIS for reporting purposes on monthly basis as per client requirements Qualifications: o Graduates or Postgraduates – Business / Finance / Marketing What’s it like to work at Soba Infosec Group? o Mentoring o Support to upskill and grow o Family-like environment o Encourage taking initiatives o Birthday treats CA Praveen Suthar - 98195 07344 Job Types: Full-time, Permanent, Fresher Pay: ₹200,000.00 - ₹500,000.00 per year Benefits: Cell phone reimbursement Schedule: Day shift Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Work Location: In person Job Types: Full-time, Permanent, Fresher Pay: ₹200,000.00 - ₹500,000.00 per year Benefits: Cell phone reimbursement Work Location: In person Expected Start Date: 01/10/2025