Pinnacle Finance
Website:
pinnafin.com
Job details:
We’re Hiring | Associate – Mutual Fund Operations
We are looking for a enthusiastic and detail-oriented fresh graduate to join our Mutual Fund Operations team.
- Position: Associate – Mutual Fund Operations
- Eligibility: B.Com / BAF / BBA Graduates
- Experience: 1–2 years preferred, but freshers with good verbal and written communication skills can also apply
- Location: Mumbai – Andheri East
- Remuneration: 1.8–2.6 LPA
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
Share your resume at: yogesh@pinnafin.com or DM for more details.
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