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5 Helios Global Services Jobs
Mutual Funds Operations and Sales Specialist
3-5 years
Gurgaon / Gurugram
1 vacancy
Mutual Funds Operations and Sales Specialist
Helios Global Services
posted 4mon ago
Job Role Insights
Key skills for the job
Job Description
Responsibilities
- Operations Management:
- Oversee the processing of mutual fund transactions, including purchases, redemptions, and transfers.
- Ensure compliance with regulatory requirements and internal policies throughout the transaction process.
- Maintain accurate and up-to-date records of mutual fund transactions and client information.
- Coordinate with fund managers and other external partners to resolve any operational issues.
- Implement process improvements to enhance operational efficiency and client satisfaction.
- Sales Support:
- Assist in developing and executing sales strategies to promote mutual fund products to potential clients.
- Provide detailed information and guidance to clients regarding mutual fund options, performance, and investment strategies.
- Build and maintain strong relationships with existing clients, identifying opportunities for additional investments and services.
- Collaborate with the marketing team to create sales materials and presentations for mutual fund products.
- Participate in client meetings and presentations as required.
- Customer Service:
- Serve as a primary point of contact for client inquiries and concerns related to mutual funds.
- Provide exceptional customer service, ensuring client satisfaction and retention.
- Educate clients on the use of online platforms and tools for managing their investments.
- Compliance and Reporting:
- Ensure all sales and operational activities comply with regulatory standards and company policies.
- Assist in the preparation of reports for management, including sales performance, operational efficiency, and compliance adherence.
JOB REQUIREMENTS
- Bachelor s degree in Finance, Business Administration, or related field.
- Minimum of 3 years of experience in mutual funds operations or sales within a financial services environment.
- Strong understanding of mutual funds and the financial services industry, including regulatory requirements.
- Excellent communication and interpersonal skills, with the ability to build relationships with clients and partners.
- Proficient in Microsoft Office Suite and financial management software.
- Detail-oriented with strong analytical and problem-solving skills.
- Ability to work independently and as part of a team in a fast-paced environment.
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
Employment Type: Full Time, Permanent
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