Mutual Fund Executive (Back Office + Sales)
Pal Associate
Mutual Fund Executive (Back Office + Sales)
Pal Associate
Borivali West, Mumbai/Bombay
₹18,000 - ₹31,000 monthly*
Fixed
₹18000 - ₹30000
Average Incentives*
₹1,000
Earning Potential
₹31,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 1 year
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
3 applicants
Job Description
Handle mutual fund transactions (SIP, Lumpsum, STP, SWP)
Maintain client portfolios, reports & data updates
Work on platforms like MF Utilities (MFU)
Coordinate with AMCs & process transactions smoothly
Follow-up for SIP renewals & new investments
Assist in client onboarding & KYC documentation
Support sales & client servicing activities
🔹 Requirements:
Graduate (Commerce preferred)
2–3 years experience in Mutual Funds under any Agent / Financial Advisor
Knowledge of MF Utilities (MFU) is mandatory
Good communication & client handling skills
Basic computer knowledge (Excel, emails, software)
Job role
Work location
Ganjawala Ln, Pai Nagar, Borivali West, Mumbai, Maharashtra 400092, India
Department
Sales & BD
Role / Category
Sales Support & Operations
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
Education
12th Pass
Skills
B2B Sales, B2C sales
English level
Basic English
Gender
Female
About company
Name
Pal Associate
Address
Ganjawala Ln, Pai Nagar, Borivali West, Mumbai, Maharashtra 400092, India
Job posted by Pal Associate
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