Mutual Fund

Position: Trainer - Mutual Fund Trainer Company: Telios Tax Solutions & Business Management Private Limited Job Location : Surat Job Responsibilities: Develop and deliver training programs for our sales team on mutual funds and financial products - Provide product knowledge and sales techniques training to enhance team performance - Collaborate with...

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...

This is a full-time on-site role for a Mutual Fund Representative at eNROUTE Investments in Ahmedabad. The Mutual Fund Representative will be responsible for providing customer service, managing portfolios, and handling investments in mutual funds. **Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹20,000.00 per month Schedule: - Day...

**Urgent Opening : Mutual Fund Executive** **Responsibilities**: - Oversee and optimize operational processes to enhance productivity and efficiency. - Address customer inquiries, concerns, and issues related to operations promptly and professionally. - End to End Mutual Fund investment process. - Prepare and present regular reports on operational...

**About Market Hub Stock Broking Pvt. Ltd.**: Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and...

**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...

Demonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...

**Key Responsibilities**: - **Mutual Fund Advisory**: - Understand client needs and provide tailored mutual fund investment recommendations. - Stay updated with market trends to provide accurate and strategic investment advice. - Assist clients in completing necessary documentation for investments. - Regularly review and manage client portfolios to ensure...

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...

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...

**Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹12,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - Mutual Fund Industry: 1 year (preferred) Work Location: In person

Critical Routine 1. Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and Wealth Management channels 2. Handling sales through Multi channels 3. Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with new and the...

**Job Title -** Operations Executive (Mutual Funds) **Reporting to -** Operations Head **Location -** Satellite Road Ahmedabad **Responsibilities**: **1. Process Management**: Oversee and optimize operational processes to enhance productivity and efficiency. **2. Vendor Relations**: Manage relationships with vendors, negotiate contracts, and ensure...

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...

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...

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...

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...

**Job Description: Operation Executive** **Location : Satellite Road Ahmedabad** **Responsibilities**: - Process Management: Oversee and optimize operational processes to enhance productivity and efficiency. - Vendor Relations: Manage relationships with vendors, negotiate contracts, and ensure timely deliveries of goods and services. - Data Analysis:...

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...