Mutual Fund Specialist
2 days ago
HIRING FOR Business Development ExecutiveLocation-Andheri East, MumbaiCTC- Upto 4 LPA +IncentiveExperience - Min6 months to 2 yearsrequired in Mutual Funds salesJob Description:We are seeking a dynamic Business development Executive to support and manage our network of Direct Selling Agents (DSAs) engaged in mutual fund & other wealth distribution. The ideal candidate will be responsible for ensuring smooth operational flow, resolving service issues, and delivering tech-enabled support to enhance partner experience and thus ensuring business outcomes by activating our existing DSA’s.Key Responsibilities:• Act as the primary Relationship Manager for DSAs distributing mutual funds. • Provide tech-enabled assistance for transaction processing, reporting, and compliance-related activities. • Proactively resolve service-related queries to ensure uninterrupted DSA operations. • Conduct training sessions for DSAs on digital tools, mutual fund platforms, and workflow optimization. • Coordinating & activating DSA’s and lesioning with internal teams to handle escalations and provide timely updates. • Monitor DSA performance and deliver data-driven insights to help improve productivity and mutual fund or wealth business of the company.Required Skills & Qualifications: • Minimum 2 years of experience in mutual fund operations, client servicing, or financial product distribution. OR Fresher, Graduated from BBI stream • Solid understanding of mutual fund processes, platforms, and compliance regulations. • Excellent communication and relationship management skills. • Ability to analyze performance data and derive actionable insights. • Proficiency in using digital tools, CRM platforms, and reporting systemsEmail- sakshi.gupta@white-force.in Contact- 9770502074
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Institutional Sales Manager – Mutual Funds
6 days ago
New Delhi, India Capitalmind Mutual Fund Full timeJob Title : Institutional Sales Manager – Mutual FundsCompany : Capitalmind Asset Management Private LimitedLocation : Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...
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Institutional Sales Manager – Mutual Funds
7 days ago
New Delhi, India Capitalmind Mutual Fund Full timeJob Title: Institutional Sales Manager – Mutual FundsCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial...
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Co Founder: COO/CBO
7 days ago
New Delhi, India RevenUmf.com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeWe are specifically looking for someone with strong experience in the mutual fund distribution business, ideally already managing or having access to a significant AUM (₹50 crore+). Along with leveraging their own network, the co-founder will also help convert RevenUmf.com’s growing base of app users and leads into active investors. This is not a...
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Mutual Fund
7 days ago
New Delhi, India RR Financial Consultant LTD Full time**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...
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Mutual Fund
1 week ago
Delhi, Delhi, India PUREVEDIC LIFE Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout UsBull Bear Cubs is one of India's fastest-growing financial education and investment platforms, with a community of 1,00,000+ learners guided by experienced market mentors.We empower individuals to achieve financial independence through education, investment, and advisory services. As part of our expansion, we're building a strong team for Mutual Fund...
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Mutual Fund
1 week ago
New Delhi, India RR Financial Consultant LTD Full time**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...
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Mutual Funds Executive
1 week ago
South Delhi, Delhi, Delhi, India KJAG & Associates Full timeManage and oversee daily operations related to mutual fund back office activities. - Managing Mutual Funds transaction processing for clients - Addressing investor queries and providing assistance as needed. - Online & Offline Form filling for various Platforms used for Investments. - Documentation for Various Investment Products like Mutual Funds, Stocks,...
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Mutual Fund Advisor
1 week ago
South Delhi, Delhi, Delhi, India KJAG & Associates Full timeUnderstand Clients Investments needs. - To generate fresh leads and acquire clients through reference to shore up the clientele. - To achieve sales and revenue targets spread across product mix. - To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...
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Mutual Fund Sales
1 week ago
Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full time**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...
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Mutual Fund Sales
1 week ago
Shalimar Bagh, Delhi, Delhi, India Investkraft Full time**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...