? We’re Hiring | Mutual Fund Executive – HiFinancez

Are you passionate about
Mutual Funds, Personal Finance & Wealth Management
?

HiFinancez
is looking for a
Mutual Fund Executive
to join our team and be part of a growing financial services practice.

? Key Responsibilities
- Handle day-to-day mutual fund operations
- Process and coordinate client transactions and service requests
- Respond to client queries and provide timely support
- Maintain accurate client records and documentation
- Ensure processes are followed as per compliance requirements
- Coordinate
insurance renewal reminders
with clients
- Coordinate with insurance brokers for policy issuance and related requirements
- Support the team in delivering a smooth client experience

? Who We’re Looking For
- Candidates with an interest in
Personal Finance & Wealth Management




- Valuable communication and interpersonal skills
- Strong attention to detail and willingness to learn
- Basic understanding of Mutual Funds/Financial Products will be an advantage
- Candidates pursuing CFP are preferred

?
Work Location:
Dombivli East

?‍♂️
Conveniently located just 5 minutes’ walk from Dombivli Railway Station

If you are looking to build a career in
Personal Finance & Wealth Management
, we’d love to hear from you

?
Interested candidates can DM us or share their CV [email protected]
Hiring #MutualFunds #MutualFundJobs #PersonalFinance #WealthManagement #FinancialServices #CFP #FinanceJobs #DombivliJobs #MumbaiJobs #HiFinancez

📌 Mutual Fund Executive (Kalyan)
🏢 HiFinancez
📍 Kalyan