Mutual Fund Executive

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

**Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption - Maintain Portfolio of Clients,connect with them related to SIP...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - Helping Investor in investing in Mutual Fund Schemes. - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption. - Good Communication Skill. - Maintain Portfolio of Clients, connect...

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

Handling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹15,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental pay types: - Performance bonus

**Key Responsibilities**: - Take charge and improve our Mutual Fund analysis and recommendation pages - Provide insights and recommendations and help Investment advisers/counsellors guide clients better - Write and create engaging content - Conduct webinars including interviewing Fund Managers **Academics**: Master’s Degree in Finance, Economics or...

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm located in Noida. Our focus is on providing goal-based financial planning in various financial instruments, including Mutual Funds, PMS, Alternative Investment Products, and complex financial products. Our team consists of professionals with diverse backgrounds, including MBAs. We...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

We need a female canditate for Mutual Funds - Back office, having experrience of at least 1 year in mutual funds. **Salary**: ₹12,000.00 - ₹20,000.00 per month Schedule: - Monday to Friday Ability to commute/relocate: - Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required) **Education**: - Bachelor's...

As a Sales Executive, you will play a pivotal role in driving revenue growth for our company by effectively selling our products to potential clients. You will be responsible for generating leads, building and nurturing relationships with clients, conducting sales presentations, negotiating deals, and achieving sales targets. Certainly! A Sales Executive...

As a Sales and Marketing Intern for our insurance and mutual fund business, you will be responsible for supporting our sales and marketing team in various activities aimed at promoting our insurance and mutual fund products, acquiring new clients, and enhancing customer relationships. This internship offers hands-on experience in sales, marketing, and client...

**(MBA FRESHER) With Finance Internship** Job Title: Finance Executive Work Location: Karkardooma Industry: Financial Services Qualification: MBA (Fresher) Experience: Internship in Finance NOTE: Good to have experience in Mutual Funds or Insurance. **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹22,000.00 - ₹2,500,000.00 per...

Coordinate and monitor supply chain operations. - Ensure premises, assets and communication ways are used effectively - Utilize logistics IT to optimize procedures - Recruit and coordinate logistics staff (e.g. truck drivers) according to availabilities and requirements - Supervise orders and arrange stocking of raw materials and equipment to ensure they...

mutual fund & Insurance sales - acquire new clients - manage existing client relationships etc. **Salary**: ₹15,000.00 - ₹18,000.00 per month Schedule: - Day shift - Monday to Friday Supplemental pay types: - Performance bonus Work Location: In person **Speak with the employer** +91 7046026741

Sales & Marketing**. To generate Leads from the Market and call them to generate physical and online meetings as per their financial needs like Insurance, Mutual Funds, Demat Account, Stock Market **Key responsibilities**: 1. Gather extensive knowledge about various financial products and services related to our company product and services. Training...

Muthoot Finance is hiring for **Insurance Executive** ! Muthoot Finance Limited is hiring for Insurance Executive for **Lucknow Region** on 28th & 29th April 2023 ( Friday & Saturday) 1 year experience in insurance is must. Muthoot Finance is hiring for **Insurance Executive** ! **Roles & Responsibility Insurance - Executive** 1)To ensure the following...

Sales & Marketing**. To generate Leads from the Market and call them to generate physical and online meetings as per their financial needs like Insurance, Mutual Funds, Demat Account, Stock Market **Key responsibilities**: 1. Gather extensive knowledge about various financial products and services related to our company product and services. Training...

**Job Description: Sales & Marketing**: To generate Leads from the online market via social media posting, webinar hosting activities, video editing and posting on relevant platforms and call them to generate physical and online meetings as per their financial needs like Insurance, Mutual Funds, Demat Account, Stock Market Investing/Trading, Taxation...