Trainer - Mutual Fund

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 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...

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...

**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...

**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...

**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...

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: 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...

**Role Description** This is a full-time on-site role for an Assistant Trainer at Kalamandir Jewellers in Surat. The Executive Trainer will be responsible for designing and delivering training programs for staff members, conducting training needs assessments, and evaluating training effectiveness. Additionally, the role involves developing training...

**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

**Job Summary**: The Trainer Acquisition Specialist is responsible for sourcing, recruiting, and onboarding skilled trainers to deliver high-quality training programs. They play a crucial role in ensuring that the organization's training needs are met by acquiring trainers with the right expertise and experience. **Responsibilities**: - Collaborate with...

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...

Role**:Financial Products Trainer** Education: Bachelors/Masters Experience: 10-15 years Location: Surat **Salary**: 12 LPA - 15 LPA Roles & Responsibilities **1) Financial Products Expertise**: - Maintain in-depth knowledge of various financial products and services, including but not limited to investment products - Mutual Funds, PMS, Bonds, FD’s...

**Roles & Responsibilities**: - Ensure that day to day operations are managed as under a. TAT of transactions b. Number of Errors to be negligible c. Timely & accurate Reporting / Management Information analysis - For Clients, Regulators, Management - Ensure Relationship Management with Investors, Regulators & Internal Stakeholders. Responsible for...

Job description **Company Description** Red & White Multimedia Education Official is an ISO 9001:2015 certified firm that offers certified courses to students in Gujarat. The institute has successfully trained over 37,500 students through its network of education centers in 20 areas of Gujarat. Red & White's focus lies in.Net, PHP, Java, Web Design, Video...

**Company Description** **Red & White Multimedia Education is an ISO 9001:2015 certified firm that offers certified courses in various fields, including software development, web development, and integration. Established in 2008, the institute has successfully trained 37,500+ students through its wide network of education centers located in 20 areas of...

A Financial Products Trainer is responsible for overall management of technical training in the organization viz. Identifying needs of training, developing content for the training & delivery of the training. programs specifically focused on financial products and services. This role involves assessing the training needs of sales professionals within the...