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Helios Global Services

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4.0

based on 2 Reviews

5 Helios Global Services Jobs

Mutual Funds Operations and Sales Specialist

HeLios Global Services

4.0

based on 2 Reviews

3-5 years

Gurgaon / Gurugram

1 vacancy

Mutual Funds Operations and Sales Specialist

Helios Global Services

posted 5mon ago

Job Role Insights

Key skills for the job

Customer Service Salesforce Operations Analytical Chemistry MS Office Compliance

+ 3 more

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: