We are looking for a motivated and detail-oriented Mutual Fund Sales & Operations Executive to handle mutual fund sales, client acquisition, relationship management and day-to-day mutual fund operations.

The candidate will be responsible for generating recent business as well as ensuring smooth processing and servicing of existing client transactions.

Mutual Fund Sales & Business Development
Generate leads and acquire recent clients for mutual fund investments.
Explain mutual fund products, SIPs and investment options to prospective clients.
Understand client requirements and assist them with suitable mutual fund investment options.
Generate current SIP and lump-sum investment business.
Develop and maintain long-term relationships with clients.
Follow up with prospective and existing clients regularly.
Achieve monthly and quarterly business/sales targets.
Maintain a database of prospective and existing clients.
Coordinate with clients for investment-related requirements and documentation.

Mutual Fund Operations
Process mutual fund transactions including Purchase, Redemption, SIP, STP, SWP and Switch transactions.
Handle client onboarding and account opening documentation.
Assist with KYC, FATCA,



nominee updates and other client documentation.
Coordinate with AMCs, CAMS, KFintech and other relevant platforms/service providers.
Verify transaction details and ensure timely and accurate processing.
Maintain client folio and transaction records.
Generate and share account statements, transaction details and portfolio-related reports with clients.
Track pending transactions and resolve operational issues.
Maintain transaction records and prepare daily/weekly/monthly MIS reports.
Reconcile transaction data and identify discrepancies.
Handle client queries related to mutual fund transactions and account servicing.
Ensure proper documentation and adherence to applicable compliance requirements.

Additional Responsibilities
Maintain client databases and records in Excel/CRM.
Coordinate between the sales and operations teams.
Follow up for pending documents, payments and transaction requirements.
Assist in preparing business and AUM reports.
Support the team in day-to-day office and client servicing activities.

Pay: ₹10,000.00 - ₹18,000.00 per month

Benefits
Cell phone reimbursement

Work Location: In person

📌 Mutual Fund Sales & Operations Executive Jaipur
🏢 Afin Invest private
📍 Jaipur