Mutual Fund

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...

**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...

Handling Mutual Fund Sales & Development - B2B and B2C. - Arrange meeting with Brokers, B2B clients and B2C Activation. - Activation of account in Mutual fund for new and old Brokers. - Providing guidance concern to your reporting authority of SIP and Lumsum mutual fund products. - Helping in generating transaction to the Broker for Purchase and Sales in...

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: Independent Mutual Fund Sales Specialist Job Overview: We're seeking a self-driven Independent Mutual Fund Sales Specialist to **autonomously achieve and surpass sales targets **while excelling in client acquisition and back-office operations. **Responsibilities**: ~Independently acquire clients interested in mutual fund investments. ~Provide...

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...

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...

**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...

**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...

Job Opportunity at NibodhahWe are seeking a highly experienced B2B Sales Director to lead our Fixed Income and Mutual Funds team.About the RoleThe successful candidate will be responsible for expanding our network of sub-brokers and channel partners across various regions.Meet and onboard new partners/sub-brokers for investing in Fixed Income and Mutual...

Opening: 1 Nos. Job ID: 66467 Employment Type: Full Time Reference: Work Experience: 2.0 Year(s) To 3.0 Year(s) CTC Salary: 1.44 LPA TO 1.80 LPA Function: BFSI, Investments & Trading Industry: Insurance **Location**: - Ahmedabad **Position Overview**: The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the...

**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:...

**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...

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Title : Executive Operations - Mutual Funds Distribution** **Job Profile & Responsibilities** - Collection of all the Documents, Cheques, Photos from clients to open investment accounts for Mutual Funds - KYC Completion...

Equity Dealer Mutual Fund Transactions on NSE Platform Basic Reports from DEMAT and from Mutual Funds Day to day back-office operations Hands on Tally would be more preferable. **Salary**: ₹15,000.00 - ₹30,000.00 per month **Benefits**: - Flexible schedule Schedule: - Day shift Supplemental pay types: - Yearly bonus **Education**: - Bachelor's...