Mutual Fund Sales

About Us

We are a growing financial planning firm committed to delivering comprehensive wealth management and investment solutions to our clients. We specialize in mutual funds, insurance, and financial advisory services.

Job Summary

We are looking for a dedicated and detail-oriented Mutual Fund Servicing Executive to handle day-to-day operations, client servicing, and backend support related to mutual fund investments. Both freshers and experienced candidates with strong computer skills are welcome.

Key Responsibilities

• Handling mutual fund transactions such as purchases, redemptions, SIP registrations, switches, etc.

• Managing client portfolios and updating records regularly

• Coordinating with AMCs, RTAs (CAMS/KFintech), and platforms

• Assisting clients with queries related to mutual fund investments

• Preparing reports, statements, and portfolio reviews

• Ensuring proper documentation and compliance (KYC, FATCA, etc.)

• Maintaining accurate data in CRM/software systems

• Supporting advisors in client servicing and operations

Eligibility Criteria

For Freshers:

• Graduate in Commerce / Finance / Business Administration preferred

• Basic understanding of financial products (mutual funds preferred)

For Experienced Candidates:

• 1–3 years of experience in mutual fund or financial services industry

• Hands-on experience with transactions and client servicing

Required Skills

• Good knowledge of computer operations (MS Excel, Word, Email handling)

• Ability to work on financial platforms / software

• Strong attention to detail and accuracy

• Good communication and interpersonal skills

• Basic understanding of mutual funds and financial concepts

• Ability to handle multiple tasks efficiently

Preferred Skills (Optional)

• Knowledge of CAMS, KFintech, MF Utility, or other platforms

• NISM Certification (Mutual Fund Distributor Module)

• Experience in CRM tools

Salary & Growth

• Salary: As per industry standards (based on experience)

• Opportunity for learning and growth in financial planning and wealth management

• Exposure to client advisory and advanced financial services

How to Apply

Interested candidates can send their resume to:
📧 [devendra.advisor@gmail.com]
📞 [9223357287]

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