Mutual Fund Sales

1 week ago


Kolkata, India Leading Investment and Financial Advisory Company in Eastern India Full time

Company Name                                :         Leading Investment and Financial Advisory Company in Eastern India.

 Location : Kolkata

Position : Mutual Fund Sales (Must have AMFI certified / As per experience)

CTC : 5 – 6 LPA

Experience : 5+ years


***Any one who has a two wheeler is an added advantage


Broder roles and responsibilities: 


• Physical & Online Mutual Fund KYC & all type of transaction processing 

• Associate, Client & RM's MF query & MF transaction processing Checking 

Transaction status on NSE portal

• Daily Basis Communication with AMC & NSE or Concern Person

• Informed associate for mutual fund meetings, New NFO, mutual fund's 

scheme and time to time contest

• Time to time associate visit for business development & training purpose

• Arrange mutual fund's operation's training for associate

• Sub broker Creation & their payment entries.

• Fixed deposits & Bond bill entries

• Acquiring clients

• Maintaining relationship with old clients

• Client visits on a daily basis

 

*** Candidates should have excellent communication skills in English and Hindi

 

If interested, candidates may please apply directly or send their CV to


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