We’re Hiring | Junior Executive – Mutual Fund Operations We are looking for enthusiastic and FRESHERS/ Recent graduates to join our Mutual Fund Operations team. Ø Position: Junior Executive – Mutual Fund Operations Ø Company: Pinnacle Financial and Investments Services Pvt. Ltd. Ø

Location:
Andheri (East), Mumbai, Maharashtra Ø Type: Full time – On site Ø Remuneration: 14,000–16,000/
- p.m.

Key Responsibilities
• Processing mutual fund transactions including purchases, redemptions, SIPs, and switches.
• Assisting with client onboarding and KYC documentation
• Coordinating with AMCs, RTAs, and clients for transaction-related queries
• Maintaining accurate records and updating client investment data
• Preparing transaction reports, portfolio summaries, and MIS reports
• Ensuring timely execution and reconciliation of transactions
• Supporting compliance and documentation requirements
• Handling basic client communication via email and phone
• Monitoring SIP renewals, pending transactions,



and follow-ups
• Assisting the team with daily operational and administrative tasks Preferred Skills
• Basic understanding of mutual funds and financial products
• Knowledge of MS Excel and email communication
• Good analytical and organizational skills
• Attention to detail and accuracy
• Eagerness to learn and grow in the financial services industry
• Eligibility: Fresh graduates or candidates who have completed a Bachelor's degree in Finance, Commerce, Business, or a related field (B.
Com, BAF, BBA, BMS, etc.) within the last one year, with positive verbal and written communication skills.

How to Apply
Please share your resume, along with a brief cover letter explaining your interest in the position and any relevant experience, to [email protected]. We look forward to welcoming you to our organization

📌 Junior Executive (Mumbai)
🏢 Pinnacle Financial and Investments Services
📍 Mumbai