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Mutual Fund Sales
1 week ago
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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