Mutual Fund Executive

Job Description Mutual Funds Executive - 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 and the...

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...

**Experience: 1 to 5 years** - Good communication i.e. spoken & written. - Should be updated with the current Mutual Fund guidelines. - **Preferred experience in handling mutual fund financial transactions i.e. Purchases, switches, redemptions, SIP/STP/SWP, etc.**: - Proper working knowledge /Experience of MS Excel,...

This role focuses on channel partner development across MFDs, Wealthtech and other financial distributors. - Drive sales growth by developing and maintaining positive relationships with channel partners and distributors. - Meet or exceed sales targets by developing and implementing sales plans and prioritizing activities to ensure targets are met. - Maintain...

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...

ITES / BPO / Operations / Customer Service / Telecalling Ahmedabad, Gurgaon _Ahmedabad_, _Gurgaon_ March 22, 2024 - March 23, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Ahmedabad,Gurgaon - **Required Education **B. Com/BBA/ Finance preferred - **Course Type **Full Time - **Min Required Experience (Years) **1 - **Max Required Experience...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

**Function**: Customer Care Executive - Inbound **Location**: Ahmedabad **Description**: - Understanding of Financial Products (Mutual Funds/Insurance/Stock Broking)- Budget - Upto 30k**Desired Profile**: Minimum qualification required is graduate/post graduate degree in any field except engineering. **Experience**: 0-5 Years

**Client Servicing**: Provide excellent service to mutual fund clients, addressing their inquiries, concerns, and requests promptly and professionally. - **Account Management**: Manage client accounts, including processing transactions, updating account information, and resolving account-related issues. - **Documentation**: Ensure all necessary documentation...

**Job Overview**: We are seeking a highly motivated and detail-oriented individual to join our team as an **Operation cum Admin Executive**. This role requires a strong understanding of financial operations, excellent communication skills, and the ability to work in a fast-paced environment. You will be responsible for a variety of tasks aimed at providing...

Job Description & Responsibilities 1. Responsible for end to end mutual fund operations. (Like: Purchase, Redemption, Switch, STP, and SIP.) 2. Assist client on boarding for mutual fund investment. 3. Maintain MIS of all day to day transactions and queries 4. Have Efficiency in handle all queries quickly and smartly. 5. Have Knowledge of CAMS and...

**Job Title**:Relationship Executive **Location **Ahmedabad **Work Experience**:1 year - 2 years. **No. of Vacancy**:1 **Qualification**:Graduate/Post Graduate **Gender**:Male only **Main Responsibilities**: - Fix up appointments with the potential clients. - Should be able to convert the leads / call the clients on a regular basis. - Attending new...

**Job Summary**:PMS Financial Services is looking to hire a high performing Sales executive (with an entrepreneurial mindset) who can develop sales growth strategies and ensure successful execution to achieve the Financial Targets for Equity, Mutual Funds & Bonds. The Job will be focused on building client relationships, developing sales plan to achieve...

Organization is leading Financial Service (Mutual Fund ) Provider Industry Located at Anandnagar Cross Road, Satellite, Ahmedabad. **Required Education: MBA in Marketing or any Graduate with min 1 to 2 Years Experience in Back Office in Banking or Financial Service Industry.** - Good Communication Skill and Basic Knowledge of Computer - Back office work -...

We, Sadguru krupa investment are deals with in Mutual fund, Insurance, Equity so we just need a employe who manage our client and providing service for thems. **Salary**: ₹12,000.00 - ₹20,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay - Yearly bonus Ability to commute/relocate: - Ahmedabad, Gujarat: Reliably...

At **Birmon Finacc**, we're proud to offer a complete finance solution majorly buying and selling of stocks, mutual fund, bonds or commodity contracts, stock options, and Finance advisory services. To help us grow our offerings, we're in search of an - General Requirements:_ **Qualification** BBA/MBA(Finance/Marketing) or B. Com/M. Com **Location** Gota,...

**Key Responsibilities** - 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 and the fund house/...

**Company Name**: SMC GLOBAL SECURITIES LTD **Designation**: Sales Executive **Experience**:Min 6 months - 1 year **Responsibilities**: Responsible for Client Acquisition and collecting Margin. **Business/ Operational/ Functional/ Financial Perspective**: - To accomplish Account opening targets, set by the superiors. - Generating leads through cold...

JOB DETAILSTo source open market business too and achieve the targets assignedTo be completely aware of the products being offered by the company and understand competition offering and handle customer objectionsTo ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and...