Mutual Fund - Back Office (Support) Executive

Position Title: Mutual Fund - Back Office (Support) Executive Location: Mumbai HO Experience: Minimum 6 months (Freshers can apply)

NISM: Mutual Fund module must Qualification: Any Graduate

Job Description: This role offers an excellent opportunity for individuals passionate about mutual funds and portfolio management to grow within a dynamic and supportive environment. Key Responsibilities:

1. Investor Follow-ups:

• Regularly follow up with investors to generate new business opportunities.
• Coordinate with clients for portfolio reviews and assist in rebalancing their portfolios.

2. Client Relations:

• Build and maintain relationships with existing investors to gain references for potential clients.
• Act as a point of contact for client queries and provide excellent support.

3. Operational Support:

• Ensure timely and accurate processing of mutual fund transactions.
• Maintain investor records and handle day-to-day back-office operations efficiently.

Required Skills & Knowledge:

• Mutual Fund Knowledge:
• Strong understanding of mutual fund products and services.
• Software Skills (Preferred):
• Hands-on experience with mutual fund software will be an added advantage.
• Communication & Interpersonal Skills:
• Ability to effectively communicate with clients and team members.

Attention to Detail:

• Ensure accuracy in handling investor portfolios and transaction processing.