SP Wealth is looking for a Mutual Fund Back Office Executive for Thane office. We prefer candidates from Wagale Estate, Lokmanya Nagar, Vartak Nagar, Thane, Mulund, Bhandup area only Job Description is as follows. Job Summary: We are seeking a detail-oriented and process-driven Back Office Executive to manage mutual fund operations. The role involves handling transaction processing, client data management, reconciliations, and coordination with internal and external stakeholders, ensuring compliance with SEBI/AMFI and other regulatory guidelines. ______________ Key Responsibilities: • Process purchase, redemption, switch, SIP/STP/SWP transactions in mutual fund software. • Handle day-to-day back-office operations related to mutual fund investments. • Upload and reconcile client portfolios with data from CAMS/Karvy (KFintech) or other RTA platforms. • Maintain and update client investment records accurately. • Coordinate with Relationship Managers, RTAs, and fund houses to resolve operational issues. • Generate MIS reports, capital gains statements, and account statements for clients. • Track and process commissions, brokerage reports, and payout reconciliations. • Assist in FATCA, CKYC, and other regulatory documentation. • Ensure compliance with internal policies and regulatory norms. • Support audit and compliance-related tasks. ______________ Required Skills & Qualifications: • Graduate in Commerce/Finance • 1–3 years of experience in mutual fund or financial services back office. • Knowledge of RTA platforms (e.g., CAMS, Karvy/FinTech, NSE NMF II, BSE Star MF). • Proficient in MS Excel, MS Office, and financial CRM tools. • Strong attention to detail and data accuracy. • Good communication and coordination skills. ______________ Preferred Skills: • Familiarity with capital gain computation and ITR-2/112A formats. • Experience in handling large volumes of client data securely. • Understanding of SEBI, AMFI guidelines.
We are looking for a dynamic Telecaller to connect with potential and existing clients, generate leads, and schedule appointments for the sales team. This role involves handling client interactions, understanding their financial needs, and ensuring seamless coordination between clients and the sales/investment teams. The ideal candidate should have strong communication skills, a customer-centric approach, and the ability to follow up on pre- and post-sales activities to enhance client satisfaction. Key Responsibilities: Lead Generation & Cold Calling: Identify potential clients, conduct outreach, qualify leads, and schedule meetings. Appointment Setting: Manage and confirm client meetings, optimizing the sales team’s calendar. Client Relationship Management: Maintain strong client relationships, address inquiries, and update CRM records. Pre-Sales Follow-Up: Provide additional information, send materials, and confirm client attendance. Post-Sales Follow-Up: Address client concerns, ensure documentation completion, and gather feedback. Sales Support: Assist with administrative tasks, update the sales team, and align with marketing efforts. Data Management: Maintain accurate client records, track interactions, and generate reports. Target Achievement: Meet call, appointment, and sales support targets. Compliance: Adhere to company policies and regulatory guidelines. Continuous Improvement: Enhance calling scripts, attend training, and stay updated on industry trends.
We are looking for a proactive Email Marketing Specialist who can plan, draft, segment, schedule and optimise email campaigns targeted at HNI/NRI prospects. The role includes creating compelling communication flows, database nurturing, campaign analytics, follow-up funnels and improving conversions from cold outreach to qualified investor conversations. Required Skills & Experience 1–5 years of experience in email marketing, preferably in financial services / BFSI Strong command of English copywriting (concise, persuasive, relationship-oriented tone) Knowledge of email automation tools (HubSpot / Mailchimp / Zoho / Apollo etc.) Understanding of segmentation & drip marketing funnels Familiarity with UAE/Qatar/Kuwait audience communication style is an advantage Experience with behavioural analytics (opens, clicks, sequences, response optimisation)
We are looking for a proactive Email Marketing Specialist who can plan, draft, segment, schedule and optimise email campaigns targeted at HNI/NRI prospects. The role includes creating compelling communication flows, database nurturing, campaign analytics, follow-up funnels and improving conversions from cold outreach to qualified investor conversations. Required Skills & Experience 1–5 years of experience in email marketing, preferably in financial services / BFSI Strong command of English copywriting (concise, persuasive, relationship-oriented tone) Knowledge of email automation tools (HubSpot / Mailchimp / Zoho / Apollo etc.) Understanding of segmentation & drip marketing funnels Familiarity with UAE/Qatar/Kuwait audience communication style is an advantage Experience with behavioural analytics (opens, clicks, sequences, response optimisation)
Job Description We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory. Key Responsibilities Support senior partners in managing and servicing client portfolios. Understand client goals, risk appetite, and suggest appropriate investment solutions. Conduct portfolio reviews, track performance, and prepare client reports. Assist in KYC, SIP, and account opening processes. Coordinate with fund houses, RTA, and platforms for operational requirements. Maintain CRM and ensure regular client communication and follow-up. Attend client meetings (primarily in Mumbai region) with senior advisors. Keep updated on market trends, new fund launches, and product developments.