? 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
- Positive 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]
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📌 Mutual Fund Executive (Dombivli)
🏢 HiFinancez
📍 Dombivli