Job Description

Job Responsibilities

Open individual, corporate, and minor mutual fund accounts on BSE Star Portal. Place and process SIP, SWP, STP, redemption, dividend, and switch orders. Prepare and share periodic portfolio and performance reports with clients. Reconcile client accounts and portfolios regularly (daily/weekly/monthly). Work on platforms such as BSE Star MF, IFA Planet, ICICI Pru D-Trade, and Fundzbazaar. Follow all SEBI, AMFI, and related regulatory guidelines. Handle client queries related to investments and account issues. Review client portfolios and monitor asset allocation and risk. Maintain accurate mutual fund records in Excel or databases. Support the Manager with any additional operational tasks.

Skills Required

Bachelor's degree in finance, accounting, or related field Fresher Can Apply For Experienced minimum 1-2 years of experience in mutual fund back office operations Knowledge of mutual fund products, schemes, and regulations Proficiency in Microsoft Excel and other office software Ability to work independently and as part of a team. Good customer service skills.
Job Types: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits:

Cell phone reimbursement Flexible schedule Health insurance Paid sick time Paid time off Provident Fund
Application Question(s):

Do you have Basic Knowledge of Mutual Fund? Mention your Current Location in Mumbai, Navi Mumbai and Thane?
Work Location: In person