Job For Mutual Fund Executive

Spot In Job Consultancy; Rajkot; On-site; INR 250,000 - 450,000; Full time

Job summary

Spot In Job Consultancy in Rajkot, India invites a bright candidate for a Mutual Fund Executive role in our financial services team. You will handle mutual fund and stock broking operations, process client transactions, and maintain accurate records. Freshers are welcome; prior MF or stock broking exposure is a plus.

Proficiency in MS Office and strong communication are required. Join a dynamic firm offering growth in a client-focused environment with rigorous data handling and compliance

Qualifications

• Minimum Graduate in Commerce (B.Com).
• Freshers are welcome to apply.
• Experience in Mutual Fund Operations or Stock Broking will be an added advantage.
• Excellent communication and interpersonal skills.
• Basic knowledge of Mutual Funds and Stock Broking.
• Proficiency in MS Office (Word, Excel & Outlook/Email).
• Typing speed of 30+ WPM.
• Good documentation, data handling, and organizational skills.
• Strong attention to detail and ability to work accurately.
• Customer-focused with a positive attitude

Responsibilities

• Handle day-to-day Mutual Fund and Stock Broking operations.
• Process client transactions, account opening, and documentation.
• Maintain accurate records and update client data.
• Coordinate with clients regarding investments and service requests.
• Prepare reports using MS Excel and other office tools.
• Ensure timely execution of operational and back-office activities.
• Assist clients with queries related to Mutual Funds and Stock Broking services.
• Follow company policies and regulatory compliance.

Skills

Communication skills

Interpersonal skills

Attention to detail

Typing speed 30+ WPM

Education

B.Com

Tools

MS Office

MS Excel

Outlook

Job description

Reputed Financial Service Require Mutual Fund Executive

Responsibilities

• Handle day-to-day Mutual Fund and Stock Broking operations.
• Process client transactions, account opening, and documentation.
• Maintain accurate records and update client data.
• Coordinate with clients regarding investments and service requests.
• Prepare reports using MS Excel and other office tools.
• Ensure timely execution of operational and back-office activities.
• Assist clients with queries related to Mutual Funds and Stock Broking services.
• Follow company policies and regulatory compliance.

Requirements

• Minimum Graduate in Commerce (B.Com).
• Freshers are welcome to apply.
• Experience in Mutual Fund Operations or Stock Broking will be an added advantage.
• Excellent communication and interpersonal skills.
• Basic knowledge of Mutual Funds and Stock Broking.
• Proficiency in MS Office (Word, Excel & Outlook/Email).
• Typing speed of 30+ WPM.
• Good documentation, data handling, and organizational skills.
• Strong attention to detail and ability to work accurately.
• Customer-focused with a positive attitude