Mutual Funds Relationship Manager

Function : Customer Service & Operations Position Title : Assistant Manager Location : Bangalore Qualifications: Graduation in any discipline NISM MF certification mandatory Work Experience (highlight) : At least 3 – 4 years of prior mutual fund experience in handling investor / customer services related activities ...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

Excellent Opportunity to Join Mutual fund company - Direct Channel Job Criteria : Designation - Relationship Manager CTC - 4.50 LPA Location - Bangalore | Chennai | Hyderabad Experience Required - Min 1 year of experience in selling of Mutual Fund. Should have excellent English Communication skill and have NISM 5A certified. Interested candidates can...

Responsible for New Client Acquisition and Inactive client activation 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients. 5. Take steps for...

Responsible for New Client Acquisition and Inactive client activation2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients.5. Take steps for...

About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

About this role: Wells Fargo is seeking a Securities Operations Representative.In this role, you will: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems Support securities operations Identify ways to improve the overall process Perform moderately complex duties such as processing,...

Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

Roles and Responsibilities Prepare timely and accurate Net Assets Values (NAV) for Mutual Fund and AIF client and other fund accounting output for subsequent review. Record accurately, and in accordance with the client’s policies and procedures, such as accounting records as securities positions, corporate actions related, and journal entries. ...

Customer Support Officer -Direct Sales Channel :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Direct Sales Channel.Job Description :Handing CAMS BelapurCalls & Mails AuditingCoordination with the QA on the Telephone EtiquettesMaking sure mails are handled/ resolved in a timely mannerFollow...

KEY RESPONSIBILITIES   Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated” book of relations” (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial...

KEY RESPONSIBILITIES   Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated” book of relations” (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial...

Customer Support Officer Direct Sales Channel : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer Direct Sales Channel.Job Description : Handing CAMS BelapurCalls & Mails AuditingCoordination with the QA on the Telephone EtiquettesMaking sure mails are handled/ resolved in a timely mannerFollow...

Customer Support Officer -Direct Sales Channel : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Direct Sales Channel. Job Description : Handing CAMS Belapur Calls & Mails Auditing Coordination with the QA on the Telephone Etiquettes Making sure mails are handled/ resolved in a timely...

Roles and responsibilities manage and enhance relationships in the NJ wealth network in the allocated region Conduct concept and product training across the entire target audience set Focus on achieving sales and engagement targets across various parameters Coordinate webinars and deeper engagement methodologies.

About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

Description Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization. Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and...

Description Generating Business Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization. Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and...

Customer Support Officer - -Distribution Sales Channel We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer - Distribution Sales Channel. Job Description : Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR – 38, NFT rejection Pending & Exemptions for Financial Transaction and...