Job Title - Mutual Fund Sales & Operations Executive
Key Responsibilities:
Generate and convert mutual fund investment leads.
Handle SIP, Lumpsum, Switch, Redemption, STP/SWP transactions.
Manage transactions through MFU & Investwell, Bse Star, Nse invest, Cams, KFIN Portal.
Handle KYC, FATCA, mandates and documentation.
Coordinate with AMCs/RTAs and resolve transaction-related queries.
Maintain client records and provide timely client support.
Achieve monthly sales/AUM targets.
Requirements:
2+ years of experience in Mutual Funds / Wealth Management.
Hands-on experience with MFU & Investwell, Bse Star, Nse invest, Cams, KFIN Portal..
Good knowledge of mutual fund products and processes.
Strong communication and client-handling skills.
NISM certification preferred.