Manager Back Office (Mutual Fund) -Kharghar-Navi Mumbai

Manager Back Office (Mutual Fund) -Kharghar

1 Nos.
8219
Full Time
1.0 Year(s) To 4.0 Year(s)
0.00 LPA TO 3.00 LPA
Job Description:

We have an urgent opening for ManagerBack Office Executive (Mutual Fund) for a reputed Company (Mutual Funds services) for Kharghar.

 

Please find the details for the same:-

Job Location: Kharghar.

Job Timing: 10 am to 6:30 pm.

Weekly Off: Sunday.

Salary: As per industry norms.

Experience:  3+ years.

Qualification: Graduate.

Gender: Female.

 

Skills:

  • Good Knowledge about Internet and Computer.
  • Presentable
  • Self confidant
  • Expwrience in HNI Relations, Mutual Fund

 

Candidate’s Profile:

  • Should have good experience and knowledge in Mutual fund.
  • Client handling experience on phone and f2f.
  • Handling Client Queries.
  • Giving them information about mutual funds.
  • Doing back office work in Mutual Fund.
  • Handling Team
  • Handling Overall office operation.

 

Company Profile:

The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, Hybrid, Debt as well as SIP Investments ,Currently they are managing total 120 client portfolio and they are into this field for more than 10 years.

 

 

If you are interested for the same profile kindly reply this mail with your latest CV at the earliest.

 

Regards,
DC Consultants.

Key Skills :
Company Profile

A leading mutual fund distributor based in Navi Mumbai, this firm has over 19 years of experience in managing the financial goals of HNIs and Ultra HNIs. Recognized among the top in the region, they specialize in crafting personalized wealth strategies aligned with clients’ risk profiles and long-term goals. Their core services include mutual fund distribution, portfolio management, insurance advisory, financial and retirement planning. Backed by advanced technology and a client-friendly app, they provide seamless portfolio tracking and a modern investment experience. Their approach combines expert advisory with a commitment to transparency, growth, and financial security.

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