Handle daily back-office operations related to mutual funds, including PMS and equity broking.
Manage client portfolios with a robust understanding of mutual funds, PMS, and insurance products.
Execute investment orders, handle policy issuance, renewals, and claims.
Maintain accurate records and ensure compliance with regulatory standards.
Prepare and manage client and internal reports using Microsoft Excel.
Skills Required:
Strong understanding of mutual funds, PMS, and financial markets.
Proficiency in financial software and regulatory compliance.
Excellent communication and interpersonal abilities.

Job Types: Full time, Permanent

Pay: Up to ₹30,000.00 per month

Perks:
Cell phone reimbursement
Internet reimbursement

Ability to commute/relocate:
Preet Vihar, Delhi, Delhi: Reliably commute or planning to relocate before starting work (preferred)

Experience:
Mutual Fund: 1 year (preferred)

Work Location: In person

📌 Mutual Fund Backend Operations Associate Preet Vihar
🏢 Jain Capital Investment
📍 Preet Vihar