Location: Thane & Navi Mumbai

Industry: Wealth Management

Salary: As per company standards

Experience: 3 - 7 years (No freshers please)

We are looking for Senior Mutual Fund Operations Executives to join our team. If you are from a financial domain, understand the world of finance, or have done skilled courses in finance and are interested in Wealth Management, Exposure to Stock Market Investment, Insurance & Taxation then you will love this position.

Key Responsibilities:

- Handle customer queries and concerns through various communication channels. Provide accurate and timely information to customers.
- Collaborate with team members to ensure efficient customer service.
- Maintain documentation of customer interactions and transactions.
- Execution and processing of Mutual Fund transactions (purchase, redemption, SIP, SWP, STP, etc.) Client onboarding and KYC verification.
- Monitoring and reporting investment portfolios.

Skills Required:

- Basic written and verbal communication skills.




- Familiarity with open office applications, MS Word, and Excel.

Eligibility:

- Graduation in finance related stream or Bcom, BBI, BFM
- NISM Series 5 A Certification is a plus and will be given preference Knowledge of Financial & Securities market and Insurance

Salary: As per Company Std. Professional growth opportunities. Positive and collaborative work environment.

If you are ready to embark on a rewarding career in customer service and meet the eligibility criteria.

About Enrichwise:

With 25+ years of experience, Enrichwise is a trusted financial services firm specializing in wealth management, insurance, and tax advisory. As an AMFI Registered Mutual Fund Distributor, we are committed to delivering expert and reliable financial solutions.

? How to Apply ?

? Email your resume to: [email protected]

? Contact: +91 87794 73221 / +91 88282 51345

📌 Senior Mutual Fund Operations (Thane)
🏢 Enrichwise Financial Services
📍 Thane