Systematix Group - Assistant Distribution Manager - Mutual Funds/IPO/FD

Role and responsibilities:

- Handling Back office Operation of distribution products like Mutual Funds, IPOs and FDs.

- Updation of NAV mutual funds back office on day to day basis.

- Reconciliation of Mutual funds/IPOs/FD commission.

- Handling Secondary market Bond Deals / NCD / MLDs etc.

- Coordinating with BRLMs for the Sub syndication of IPO and FPO, Bonds

- Coordinating with Asset Management Company for Empanelment

- Coordinating with Client regarding investments in Mutual Funds, IPO / FPO and Fixed Deposits, Various Bonds, Mutual Fund

- Coordinating with branches, franchise, Sub Brokers and Clients for their queries in Mutual Fund IPO/ FPO, Bonds , Fixed Deposits,

- Advising Clients for Investments regarding Mutual Funds and IPO /FPO, Various types of Bonds (Tax saving, capital gain, Tax free, private placement, etc.

Skillset:

- Degree in Finance, Commerce, Economics, or Business Administration.

- Postgraduate qualifications like MBA in Finance or Master's in Financial Markets are a plus.

- Proficiency in MS Office (Excel, Word, PowerPoint) and financial software.

- Strong knowledge of financial regulations and compliance.

- Excellent communication skills for client and stakeholder coordination.