We’re Hiring | Junior Executive – Mutual Fund Operations

We are looking for enthusiastic and detail-oriented fresh graduates to join our Mutual Fund Operations team.

Ø Position: Junior Executive – Mutual Fund Operations

Ø Company: Pinnacle Financial and Investments Services Pvt. Ltd.

Ø Location: Andheri (East), Mumbai, Maharashtra

Ø Type: Full time – On site

Ø Remuneration: 12,000–16,000/- p.m.

Eligibility: Fresh graduates or candidates who have completed a Bachelor's degree in Finance, Commerce, Business, or a related field within the last one year, with valuable verbal and written communication skills.

Key Responsibilities
Processing mutual fund transactions including purchases, redemptions, SIPs, and switches.
Assisting with client onboarding and KYC documentation
Coordinating with AMCs, RTAs, and clients for transaction-related queries
Maintaining accurate records and updating client investment data
Preparing transaction reports, portfolio summaries,



and MIS reports
Ensuring timely execution and reconciliation of transactions
Supporting compliance and documentation requirements
Handling basic client communication via email and phone
Monitoring SIP renewals, pending transactions, and follow-ups
Assisting the team with daily operational and administrative tasks

Preferred Skills
Basic understanding of mutual funds and financial products
Knowledge of MS Excel and email communication
Positive analytical and organizational skills
Attention to detail and accuracy
Eagerness to learn and grow in the financial services industry

How to Apply:

Please share your resume, along with a brief cover letter explaining your interest in the position and any relevant experience, to .

We look forward to welcoming you to our organization!

📌 Junior Executive Mutual Fund Operations Mumbai (India)
🏢 Pinnacle Financial and Investments Services
📍 India