Job DescriptionWe're Hiring | Junior Executive – Mutual Fund Operations

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

NØ Position: Junior Executive – Mutual Fund Operations

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

NØ Location: Andheri (East), Mumbai, Maharashtra

NØ Type: Full time – On site

NØ Remuneration: 12,000–16,000/- p.M.

NEligibility: 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.

NKey Responsibilities

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



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

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- Basic understanding of mutual funds and financial products
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- Knowledge of MS Excel and email communication
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- Good analytical and organizational skills
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- Attention to detail andaccuracy
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- Eagerness to learn and grow in the financial services industry
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nHow to Apply:

NPlease share your resume,along with a brief cover letter explaining your interest in the position and any relevant experience, to [email protected] .

NWe look forward to welcoming you to our organization!

📌 Junior Executive - Mutual Fund Operations (Alibag)
🏢 Pinnacle Financial and Investments Services
📍 Alibag