Website:
growthnext.co.in
Job details:
Location: Mumbai / Thane
Industry: Mutual Fund Distribution / Wealth Management
Experience: 1–5 years
Employment: Full-time
We are looking for a smart, proactive and client-focused professional to join our Mutual Fund Distribution business.
The ideal candidate should have basic hands-on experience in mutual fund operations and client servicing, with a good understanding of mutual fund schemes, transactions and investor requirements.
🔹 Key Responsibilities
Mutual Fund Operations
- Handle purchase, redemption, switch, SIP, STP and SWP transactions.
- Process client transactions through relevant mutual fund platforms.
- Ensure accurate and timely execution of client instructions.
- Track transaction status, folio details, statements and other investor documentation.
- Coordinate with AMCs, RTA/platforms and internal teams for transaction-related queries.
Client Servicing & Investment Support
- Understand client requirements, investment objectives and risk profile.
- Explain basic features of different mutual fund schemes and categories to clients.
- Assist clients in identifying suitable investment options based on their stated requirements and approved investment framework.
- Handle client queries relating to NAV, returns, SIPs, redemptions, taxation and portfolio statements.
- Maintain regular communication and provide excellent post-investment service.
Portfolio & MIS Support
- Assist in monitoring client portfolios and preparing periodic portfolio reports.
- Track SIPs, maturities, redemptions and other important portfolio activities.
- Prepare MIS and maintain accurate client and transaction records.
- Follow up on pending transactions, documentation and KYC-related requirements.
🔹 Candidate Profile
We are looking for candidates who have:
- 1–5 years of relevant experience in Mutual Fund Distribution, Wealth Management, Broking, Banking or Financial Services.
- Basic practical knowledge of mutual fund schemes and categories.
- Hands-on understanding of purchase, redemption, switch and SIP transactions.
- Good knowledge of MF operations, KYC, folios, NAV and transaction processes.
- Good communication and client-handling skills.
- Strong attention to detail and ability to work independently.
- Good working knowledge of MS Excel and email communication.
- NISM certification / ARN-related knowledge will be an advantage.
🔹 What We Expect
The candidate should be someone who can understand the client's requirement, explain mutual fund options clearly, execute transactions accurately and provide continuous client service.
For the Assistant Manager level, we would additionally expect the candidate to independently manage a set of clients, coordinate with AMCs/RTAs and support junior team members.
If you have hands-on experience in mutual fund operations and enjoy working closely with clients, we would like to hear from you.
📩 Interested candidates can share their CV at [jitendra.sharma@growthnext.co.in]
Click on Apply to know more.
