Gender: Male / Female
Industry: Financial Agency
Working Hours : 10:00 AM to 7:00 PM
Weekly Off : Sunday
Role Summary
We are looking for a Mutual Fund Executive to assist clients with mutual fund-related services, maintain documentation, and support daily operational activities. The ideal candidate should possess good English communication skills, basic knowledge of mutual funds, and proficiency in MS Office.
Key Responsibilities
• Communicate with clients in English to handle mutual fund inquiries and provide accurate information.
• Assist clients with mutual fund-related processes and resolve basic queries.
• Maintain accurate records, documentation, and client data.
• Prepare reports, spreadsheets, and presentations using MS Word and MS Excel.
• Handle professional email communication with clients and internal teams.
• Perform data entry with a minimum typing speed of 30 words per minute.
• Support daily administrative and operational activities.
• Ensure timely completion of assigned tasks while maintaining accuracy.
Required Skills
• Any Graduate qualification.
• 0 to 1 year of experience (Freshers are welcome to apply).
• Good spoken and written English communication skills.
• Basic knowledge of mutual fund concepts and financial products.
• Typing speed of at least 30 WPM.
• Proficiency in MS Word, MS Excel, and email communication.
• Good organizational, analytical, and multitasking abilities.
• Previous experience in mutual fund operations or financial services will be an added advantage.
Join With Our Whatsapp Group
