Mutual Relationship jobs in Churchgate (Mumbai) - Rojgari Placements Pvt. Ltd

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  • Job View 412 Views
  • Applicants Less than 5 Applicants
  • 2021-08-02 2022-02-02

Job Description

Operational Coordination & Relationship; NISM Certificationin Mutual Fund (Preferable), Proficient in MS Office Excel& Powerpoint

Should have good communication skills, should have a logical bent of mind and should be diligent with an eye for detail.

Team player with good interpersonal skills as this role entails a lot of co-ordination between internal and external customers.

Candidate with complete understanding of end to end mutual fund transaction processing, online and offline both.

- Must have managed day to day operational work, transaction process, updating the transaction feed on the daily basis in the Module for client portfolio updation

- Rectification of the uploaded transaction fields with the RTA, once updated in the RTA, to re-upload as per RTA for the city Category & all other transaction related informations.

- Coordinate and Support the sales team in transaction processing as may be required, creating seamless back end coordination towards transaction completion

- Monitoring and Verifying on the transaction entries created for the offline transactions and online where the processing is completed through AMC links.

- Support the management toward building a relationship management with AMCS to know the latest NFO's and taking those forward

- Coordination with AMC's for brokerage structure updation, maintaining the brokerage master, compare the changes if any against the previous one in case of any revision on the periodic basis.

- Brokerage updation and end to end reconciliation, monitor, track and coordinate to reconcile the monthly brokerage, sharing with the relevant stakeholders and management teams.

- Coordinate with RTA for the correct file updation and reconciliation.

- Able to write define the process and share with the sales team, supporting towards campaigns and drives like special MF days.

- Coordinate with all the internal stakeholders, IT, Accounts towards the constant updating and enhancement of the module.

- Furnish and work w

Key Skills


Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy



B.B.A, B.Com, M.B.A/PGDM

About Rojgari Placements Pvt. Ltd

Rojgari Placements Pvt Ltd is one of the fastest growing HR Firms with focus on Premium Placement Services. Our Endeavour is to provide simple, strong, fast, dynamic & responsive experience to our valued customers in their quest for searching the best man-power available. Our well trained staff combines speed & experience to find the best possible talent, in the most demanding niche skill areas too. Rojgari Placements Pvt. Ltd provides the best recruitment solutions to the various industries on PAN India level. There are many New age and long standing companies operating in the country that have their own agendas, philosophies and their own drive to reshape the world. This time the corporate revolution is against anything that is not just and is fickle, and we support the cause by providing honest, hardworking professionals to the industry.rnThe Company was established in Year 2000 by Mr. Hitesh Desai, as Universal Placement. It has vast expertise in planning, coordinating and recruiting the best candidates as per company’s requirement. In June 2011, Mr. Hitesh Desai has thought to give a new identity with the deep desire to be recognized by the big entities operating in the country & now, we are known as “Rojgari Placements Pvt. Ltd.” We have measured miles of distance and are not far away from our cherished goals. Understanding the sensitivity of every matter and urgency of every need, we would bring to you services that are empathetic and extremely prompt.

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