Mutual Fund Executive

2 weeks ago


Lucknow, India Finowings Training Academy Pvt.Ltd Full time

**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 with them related to SIP Schemes
- Familiarity with standard capital market concepts, procedures, and regulatory framework.
- Good knowledge of Ms Office, especially Excel.
- he would be responsible for acquiring new relationships and managing & retaining such relationships by delivering the best standards of services.
- Study Fund History

**its fulltime onsite**
**Monday to Saturday**
**contact me
- 9598152304
**Salary**: ₹8,086.00 - ₹25,000.00 per month

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Lucknow, Uttar Pradesh (required)

Ability to Relocate:

- Lucknow, Uttar Pradesh: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91
9598152304

Application Deadline: 29/02/2024



  • Lucknow, India Finowings Training Academy Pvt.Ltd Full time

    **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...


  • Lucknow, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Funds

    4 days ago


    Lucknow, India Jayasha Financial Services Full time

    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...


  • Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...


  • Lucknow, India Prudent Corporate Advisory Services Full time

    **Function**: Back office operations - Mutual funds **Location**: Lucknow **Description**: - Handling the overall operational work. - Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance. - Should have basic knowledge of financial products like Mutual...


  • Lucknow, India Arin Consultancy Full time

    Sales/Business Chandigarh, Lucknow _Chandigarh_, _Lucknow_ May 30, 2023 - May 30, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Chandigarh, Lucknow - **Salary Offer **Upto 8 LPA - **Required Education **Graduate - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **10 **Senior...

  • Wealth Manager

    Found in: beBee jobs IN - 3 weeks ago


    Metros/Chennai/Hubli/Guwahati/Patna/Ahmedabad/Vadodara/Baroda/Surat/Lucknow/Bhubaneshwar/belgam, India iimjobs Full time

    Wealth Manager - Mutual Funds/PMS/AIF The wealth manager is the ultimate face of the business as He / She is going to be the final point of contact with the client and would be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the best standards of services. Incumbent would be expected to...

  • Tellicaller

    6 days ago


    Lucknow, India Customer care executive Full time

    **Salary**: ₹12,000.00 - ₹15,000.00 per month **Benefits**: - Provident Fund - Work from home Shift: - Day shift Supplemental pay types: - Bonus pay - Performance bonus **Speak with the employer** +91 8090490365

  • Sales Officer

    2 days ago


    Lucknow, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    A **Relationship executive** is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **Job Profile**: - Sit in main branch & Attend walk in customers - Close the leads - Do Cross Sale - Generate leads -...

  • Equity Advisor

    1 day ago


    Lucknow, India Acme Services Full time

    Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on the terminal on behalf of clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly updated with the...

  • Equity Dealer

    6 days ago


    Lucknow, India Acme Services Full time

    Job description -- Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly...


  • Lucknow, Uttar Pradesh, India Arth Vipra Finvest Private Limited Full time

    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...

  • Account Executive

    Found in: Whatjobs IN C2 - 3 weeks ago


    lucknow, India Western Group Full time

    Providing support for clients by learning about and satisfying their needs.Making cold calls or reaching out to prospects.Following up with prospects several times throughout the sales cycle to ensure needs are being met.Presenting and demonstrating the value of products and services to prospective buyers.Compiling and analyzing data to find...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 3 weeks ago


    lucknow, India Bajaj Finserv Full time

    Job Description of Relationship Manager in Bajaj FinservRoles and Responsibilities1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of...

  • Tender Executive

    1 day ago


    Lucknow, India Neev international Full time

    Salary 6000 BASE + 3% sales commission + OVERALL TURNOVER 3% total amounting lum sum good salary per month for first 3 months and increase in salary after 3 months **Responsibilities**: - **Profile Creation**: Develop and maintain a compelling and professional company profile on various bidding portals. - **Market Research**: Stay updated on industry...


  • Lucknow, India Web Digital Media Full time

    As a Business Development Executive at Web Digital Media you will be responsible for driving the growth of our business by identifying new opportunities, building strong client relationships, and promoting our products and services. The role requires a dynamic individual with excellent communication skills, a strategic mindset, and a proven track record in...


  • Lucknow, India Tachyon Broadband Full time

    Mutual respect for all - Performance based appraisal - Efficient communication structure - Focus on quality of work; rather than quality of work - Zeal for betterment & improvement **_ Location:_**_ Lucknow, Kanpur, Barabanki_ **Salary **:CTC 1.25L to 2.5L **Desired Profile**: - Knowledge about Broadband sales and Internet Lease Line - Good Communication...


  • Lucknow, India Tachyon Broadband Full time

    Mutual respect for all - Performance based appraisal - Efficient communication structure - Focus on quality of work; rather than quality of work - Zeal for betterment & improvement **_ Location:_**_ Lucknow, Kanpur, Barabanki_ **Salary **:CTC 1.25L to 2.5L **Desired Profile**: - Knowledge about Broadband sales and Internet Lease Line - Good Communication...

  • Tender Executive

    4 days ago


    Lucknow, India Chandrani Compliments & Export Pvt ltd Full time

    **Tender Executive** Chandrani Compliments & Export is urgently hiring for the position of **Tender Executive** for Kolkata Head office. **Job description** - ONLINE & OFFLINE BIDDING - KNOWLEDGE OF GEM - KNOWLEDGE OF MS OFFICE - TENDER PREPARETION - TENDER SUMISSION (HARD COPY & SOFT COPY) Eligible: MALE & FEMALE BOTH CAN APPLY **Experience**: - work:...

  • Finance Executive

    2 days ago


    Lucknow, India Bright 4 wheel Sales Pvt. Ltd Full time

    **Full job description**: - Finance Executive - Auto loans/Commercial motors Person is having knowledge of finance, filed and processing of files/handling inquires/customer finance services. **Salary**: From ₹10,000.00 To 15000.00 per month as per experience skill. **Experience**: - total work: 1 year (preferred) Experience in Automobiles Industry or...