Mutual Fund

We are looking for a dynamic sales representative to kickstart a new business line, and are looking for an individual who is enthusiastic, fearless, and able to build relationships. With excellent opportunities to grow with the company, this opportunity is excellent for someone who can take charge of a region and grow this. The company is looking at a strong...

**Function**: Operations/Back Office **Location**: Ahmedabad **Description**: **Job Profile**: Ø Processing Mutual Fund/FD/Bond Transactions Ø Managing Queries/requirement post Transaction processing Ø Servicing to HNI/Ultra HNI Clients for the requirement Reports/SOA **Desired Profile**: Ø Mutual Fund Experience of at least 2-3 years Ø Good...

Job Title: Mutual Fund Operations Manager Responsibilities: - Manage all aspects of mutual fund operations, focusing on KYC compliance and portfolio management. - Proficiency in BSE and Redvision software. - Coordinate with clients regarding their service service-related queries. - Excellent communication and interpersonal abilities. - Proven...

Surat Based Excellent communication skills (oral and written) Provide support, service, and guidance to the client on continuous basis. Documentation **Job Types**: Full-time, Permanent Pay: ₹12,000.00 - ₹13,000.00 per month **Benefits**: - Health insurance - Leave encashment - Paid sick time Schedule: - Day shift Supplemental pay types: -...

Acquisition & managing ifa base for business development & marketing of mutual funds house pms air struck es product company fixed deposited bound ncd ipos direct life health general insurance & loan products b2b sales for product pms aif structured product ,company fixed deposit bound ncds ipo life insurance general thought channel sales activate ifa...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

Urgent Requirement: Mutual Fund, Stock market and Insurance back office executive.(Only Female) Looking for Back Office Executive, with Good communication and managerial skill. They have to communicate with customers for receivables and for various other reasons. Good at verbal and written communication. **Job Roll & RESPONSIBILITIES**: - Must have good...

Job description **Primary role** - TO ACHIEVE BEST EXECUTION OF TRADES IN OUR SCHEMES - TO COORDINATE WITH BACK OFFICE FO FOD OPERATION WITH RESPECT TO EQUITY TRADES OF THE DAY - TO UPDATE TEAM ON FUND FLOWS ON OUR INVESTMENT UNIVERSE AS WELL AS CASH BALANCE IN THE SYSTEMS - TO MAINTAIN REGULATORY DOCUMENTATION FOR OUR SCHEMES - TO BE AWARE IF MUTUAL FUND...

Import Export Company hiring **“Finance Executive” **for - Oversee finance operations of the company - Vendor management with professional agencies - Look licensing applies, renewal & updating works - Monitoring statutory compliance - Cost accounting - Review financial data & prepare reports - Look overall general office administrative works - Maintain...

CompanyOverview:Bandhan AMC Ltd. operates in theFinancial Services industry and is renowned for its expertise inmanaging Mutual Fundinvestments.Role andResponsibilities:Asan Executive / Sr. Executive Branch Operations you will beresponsible for handling the daytoday branch operations includingfront desk and backend activities. Your key activities...

Sales of Mutual Funds, Insurance and other financial products to the clients - Acquire new clients from the open / referral market - Managing the relationship with existing clients **Salary**: ₹15,000.00 - ₹20,000.00 per month Day range: - Monday to Friday Shift: - Day shift Supplemental pay types: - Performance bonus Travel requirement: - Up to...

Position :Unit Manager Location : Surat Experience : More than 2 year in sales - MBA fresher is suitable Role and responsibility: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining Mutual Fund Business opportunities and...

Preference will be given to with experience in Mutual Fund or Insurance. **Job Profile**: Verification of forms / Uploading the details on portal / follow-up with customers etc. The opening is in a reputed Mutual Fund company. **Job Location**: Vesu, Surat. **Salary**: between 18K to 25K PM Please mail your CV. **Job Mantras** 9825133522 **Job...

Job Description: Job Description:-  Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors...

Position: Unit Manager (Tele sales) Company: NJ Wealth Location: Udhana, Surat CTC: 2.54 LPA + Incentives Employment Type: Full Time, Permanent A. KEY RESPONSIBILITIES: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining...

**Urgent Opening Import Export Company ( Surat )** Position **:Accounts & Finance Executive** Qualification **:Graduated** Salary range **:15000~18000/monthly** Experience **:1 year to 5 year** Location **:Udhan Main Road Surat** **Role & Responsibility** Oversee finance operations of the company Vender management with professional agencies Look licensing...

Finance & Accounts - Treasury LNT/F-A-T/1035261 - PowerKnowledge City Vadodara - Posted On 24 May 2024- Required Experience 2 - 6 Years**Skills**: Knowledge & Posting Location FINANCE ACCOUNTING CORPORATE FINANCE TREASURY MANAGEMENT INVESTMENT MANAGEMENT MIS INTERNET BANKING DAILY OPERATIONS MANAGEMENT Minimum Qualification CHARTERED ACCOUNTANT...

**Good understanding of Investment Products especially Mutual Fund.**: - **Required knowledge of D-mat.**: **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹1,500,000.00 per year Day range: - Monday to Friday Shift: - Day shift - Fixed shift Application Question(s): - Are you specifically having sales experience of mutual...