? Salary: Commensurate with the candidate’s skills, experience and overall suitability
? Experience: Minimum 2 years in the Mutual Fund Industry (mandatory)
Key Requirements & Responsibilities:
Handle mutual fund operations and client servicing, including SIPs, investments, redemptions, switches, KYC, FATCA, bank mandates, nominations and documentation.
Manage client communication, follow-ups and transaction coordination with clients, AMCs, RTAs and transaction platforms.
Maintain CRM, Excel records, statements and trackers, while supporting portfolio review coordination and day-to-day office administration.
Mandatory: NISM-Series-V-A certification. Candidates yet to clear the exam may also apply, subject to clearing it within the stipulated period.
⭐ Organized & Client-focused
⭐ Strong communication & follow-up skills
⭐ Comfortable with Excel, Word, Email & WhatsApp
⭐ Detail-oriented with a “Get It Done” attitude
? Location: Mahavir Nagar, Kandivali West, Mumbai
? To Apply: Send your CV on WhatsApp at (phone hidden)