Service Manager Mutual Fund Operations

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: We are seeking a...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. With a history since 2006, we offer various investment products including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures. Currently managing Crore of AUM in mutual funds, we aim to help clients achieve their financial milestones globally....

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Job descriptionAbout the Role:We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.Key...

This is an excellent opportunity for those who are fully familiar and experienced in Mutual Fund SalesThe recruiter is one of the top 3 Mutual Funds in IndiaThe candidate must have minimum 4 years experience in selling Mutual FundsCandidate must be NISM V A certifiedAbility to build strong relationships and excellent communication skills are a must

(ACCEPTING GURGAON BASED CANDIDATES ONLY) - Acquiring and managing the business (HNI and ultra HNI). - Increasing the investment AUM portfolio size. - Ensuring adherence to compliance processes and guidelines. - Advice clients on their product requirement to maximize their investments. - Develop new client relations through references. - Generate the...

Job Description Job Title: Operations Manager Mutual Funds Location: Gurgaon | Type: Full-time Job Description: We are seeking a dynamic Operations Manager Mutual Funds to lead and streamline our mutual fund operations for NRI clients. This role ensures smooth transaction processing, compliance, and customer experience while working closely with product,...

Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...

Designation: Treasury Manager Department:Finance Role Summary: We are looking for a skilled and detail-orientedTreasury & Fund Management Executiveto oversee the day-to-day treasury operations and ensure efficient fund management. The ideal candidate will have a strong background in financial services, specifically with experience in Mutual Funds or Banking,...