- Handle daily back-office operations related to mutual funds, including PMS and equity broking.
- Manage client portfolios with a strong understanding of mutual funds, PMS, and insurance products.
- Execute investment orders, handle policy issuance, renewals, and claims.
- Maintain accurate records and ensure compliance with regulatory standards.
- Prepare and manage client and internal reports using Microsoft Excel.
- Skills Required
- Strong understanding of mutual funds, PMS, and financial markets.
- Proficiency in financial software and regulatory compliance.
- Excellent communication and interpersonal abilities.
Job Types: Full-time, Permanent
Pay: Up to ₹30,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
Ability to commute/relocate:
- Preet Vihar, Delhi, Delhi: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- Mutual Fund: 1 year (Preferred)
Work Location: In person
