Mutual Funds Sales

**Job ID**: Mutual Fund Sales **Role**: Mutual Fund Sales **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Acquiring clients for Online MF channel - Cross marketing of other...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager- Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.- Business Strategy to increase MF Business through SIPs and new AUM- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager - Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks.- Business Strategy to increase MF Business through SIPs and new AUM- Having up-to-date Product information on Mutual Funds. Research driven product selection and advisory...

Title: Mutual Fund Sales and Business Development – AVP / Senior Manager - Experience of driving Mutual Fund Sales and AUM growth through Branch, Sub Broker, Franchisee and IFA Networks. - Business Strategy to increase MF Business through SIPs and new AUM - Having up-to-date Product information on Mutual Funds. Research driven product selection and...

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We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience,...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

We are seeking an experienced and knowledgeable individual to join our team as a Mutual Fund Product Manager. This role requires a minimum of 4 to 5 years of experience within the mutual fund sector. If you have a passion for financial products, a deep understanding of mutual funds, and a proven track record in product management, we would love to hear from...

**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

Presently we are looking for a person in the role of Mutual fund Back office department **Location **:Nariman Point, Churchgate **Skills Required**: - Excellent working knowledge of Advanced Excel including Pivot Tables - Information of Mutual Funds and back office operations like BSE Star ad other softwares - Knowledge for Mutual Fund terms like SIP, SWP...

Job Title: Compliance Officer - Mutual Fund Compliance Location**:Mumbai (on-site: Andheri/Belapur)** Experience**:3+ years in Mutual Fund compliance** Job Summary: We are currently looking for compliance professionals with a graduation degree **from AMC, financial or NBFC industry **with **minimum 3 years of experience in Mutual Fund compliance.** Roles...

**Job ID**: Mutual Fund Operations **Role**: Mutual Fund Operations **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: Executive to Associate Manager **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Handling bidding process of IPO/NCD/Bonds -...

We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

Location : - Mulund, Mumbai Education - Any graduate Experience: - : 2yrs+ working experience in Back office operations with Mutual Fund Distributor **Skills**: - Knowledge of mutual fund operations, investment products, and financial markets is essential. - Familiarity with relevant regulatory frameworks and compliance requirements. - Strong analytical...

ITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai Western Suburbs_ April 29, 2024 - April 30, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Graduation - **Course Type **Full Time - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **5 **Responsibilities...

To up-sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up-selling Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

Business Development: Identify potential clients in the financial and trading sector, including banks, investment firms, trading companies, hedge funds, and other relevant businesses. Prospect and generate leads through various channels, including cold calling, networking, and referrals. - Client Relationship Management: Cultivate and maintain strong...

Sales / Business Development / Client Servicing Mumbai, Pune _Mumbai Western Suburbs_, _Pune_ April 26, 2024 - April 27, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai,Pune - **Required Education **Graduation - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **5 **Roles and...

**Job description** Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches,...