Job Description
The ideal candidate is responsible for the execution of operations of mutual fund distribution, documentation, and other back-office work.
Responsibilities:
• Back-end processing of client operations
• Maintaining records of clients handled with review and portfolio checks
• Aid in queries linked to clients' financial plans and investment recommendations
• Maintenance of planning and review calendars for clients
• Compliance for clients
• Detailed research on multiple financial products
• Documentation
Qualifications:
• HSC Passed
• Highly organized with excellent attention to detail
• Any certification of Microsoft Office would be an add-on
Languages Known:
• English
• Hindi
Skills Required:
• Microsoft Office (Excel, Word & Powerpoint)
• Drafting of Mails
Details of the Job:
• Location - Mulund West, Mumbai
• Expected Pay - Rs. 5000 per month
Responsibilities:
• Back-end processing of client operations
• Maintaining records of clients handled with review and portfolio checks
• Aid in queries linked to clients' financial plans and investment recommendations
• Maintenance of planning and review calendars for clients
• Compliance for clients
• Detailed research on multiple financial products
• Documentation
Qualifications:
• HSC Passed
• Highly organized with excellent attention to detail
• Any certification of Microsoft Office would be an add-on
Languages Known:
• English
• Hindi
Skills Required:
• Microsoft Office (Excel, Word & Powerpoint)
• Drafting of Mails
Details of the Job:
• Location - Mulund West, Mumbai
• Expected Pay - Rs. 5000 per month
💡 Quick Summary
Seeking a career-building opportunity? The Mutual Fund Accountant position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
