Mutual Fund Operations Executive

**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...

Mutual Funds Executive (Operations) X 1 Positions - Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients...

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...

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...

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 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...

**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...

We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance. - Tie up with different AMCs, and can do marketing and sales for MFs. - Contacting existing clients and pitch new investment...

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...

**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

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...

**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...

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 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:...

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...

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...

Opening: 1 Nos. Job ID: 54174 Employment Type: Full Time Reference: Work Experience: 1.0 Year(s) To 5.0 Year(s) CTC Salary: 1.50 LPA TO 2.40 LPA Function: HR / Administration / IR Industry: Account/Finance/Tax consulting **Location**: - Ahmedabad **- Understand Clients’ Investments needs - Managing Mutual Funds transaction processing for clients -...

Job Responsibilities: The incumbent will be responsible for but not limited to the following - Recruitment of channel partners - Providing training for Business Development - Preparing business plans and strategies to develop business of channel partner - Planning different activities with channel partners to increase their productivity - Accompanying IFA on...

**Equirus Wealth Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory...