Pinnacle Finance
Website:
pinnafin.com
Job details:
We’re Hiring | Associate – Mutual Fund Operations
We are looking for enthusiastic and detail-oriented fresh graduates to join our Mutual Fund Operations team.
Ø Position: Associate – Mutual Fund Operations
Ø Eligibility: B.Com / BAF / BBA Graduates/ Freshers with good verbal and written communication skills
Ø Location: Mumbai – Andheri East
Ø Remuneration: 1.5–2.5 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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