Mutual Fund Advisor

**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,...

Hii We are Looking for Mutual Fund adviser Job Location - Mahanagar Lucknow CTC upto 2.50 LPA Shift Time 9:30 am to 7:30PM **Job Types**: Full-time, Permanent Pay: From ₹20,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9305142697

Service related to mutual funds and co ordinate with various stake holders like amfi, fund houses and clients. **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 per month Schedule: - Day shift **Experience**: - total work: 2 years (preferred) - Mutual fund Industry: 2 years (preferred) Work Location: In person

Handling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹18,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental Pay: - Performance bonus **Experience**: - mutual fund operations: 1 year (preferred)

Multiple positions are open related to mutual fund background. **Minimum 1 year of experience required.** **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹60,000.00 per month Application Question(s): **Experience**: - total work: 1 year (preferred) - Mutual Funds: 1 year (preferred) Work Location: In person

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

**Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off times. - Maintain a...

Supporting the operational and administrative functions of an insurance and mutual fund. - Execute mutual fund transactions, including purchases, redemptions, switches, and transfers, following established procedures. Verify and validate all transaction-related documentation for completeness and accuracy. - Maintain organized and up-to-date records of...

**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 require an Operations Executive for helping in day to day operations of our firm which is into the share trading and mutual fund distribution business. Job responsibilities include (but may not be limited to): 1) Updating and maintenance of mutual fund data - SIP, SWP, redemptions 2) Helping client with KYC, new account opening in MF as well as...

**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,...

Job Title: Relationship Manager Reporting To: City Head Location: Indor,Bhopal ,Bilashpur and all over MP Key Responsibilities: - The agency channel in insurance is a distribution channel that involves agents providing personalized advice and advocacy to policy holders. Here are some things to consider about becoming an insurance advisor in the agency...

Job Title: Beauty Advisor **Responsibilities**: Meet sales targets for the kiosk. Maintain high levels of hygiene for the kiosk, testers, and stock. Provide exceptional customer service. Deliver excellent makeup trials and demonstrations. Manage cash and sales transactions accurately. Assist with stock management and inventory upkeep. **Job Types**:...

Key Responsibilities**:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. ** Individually handling clients with the book size of 25 lacs & above. **Creation of revenue & Activation of clients through effective Advisory. ** Cross selling of other products like Mutual fund, PMS, Insurance. **Handling Queries & complains of...

We provide instant quotes, genuine advice, and best prices from top insurance companies in India. We have partnered with 24+ insurance companies in India. Our goal is to provide you with the best plan that fits your requirements at right price. **Position: Insurance Advisor - PX Prime: - ** **Roles and Responsibilities**: - **Customer-Driven...

We are seeking a knowledgeable and customer-oriented Body Shop Advisor to join our team at Vinayak Ford. The Body Shop Advisor will serve as the primary point of contact for customers seeking repair services, ensuring they receive exceptional service and clear communication throughout the repair process. **Key Responsibilities**: - Greet customers and...

Service Advisor is a professional who assists customers at a car dealership to understand their car’s maintenance or repair options and answers customer questions before they are scheduled with a Technician. Pay: From ₹12,000.00 per month **Benefits**: - Health insurance - Leave encashment - Paid sick time - Provident Fund Schedule: - Day...

**Designation: - Insurance Backend Executive** **Industry Types: - Financial Services** **Department: - Operations** **Experience: - 1-3 Year** **Qualification: - Any Graduates** **Mandatory **Roles & Responsibilities: - ** - Supporting the operational and administrative functions of an insurance and mutual fund. - Execute mutual fund...

**1. Knowledge of broking, operations knowledge, risk profiling of clients along with technical and fundamental understanding.** **2. In-depth knowledge of Stocks, Bonds, Mutual funds.** **3. Cross Selling & Up selling of various products and offering by MOSL.** **4. Visit franchisees on a monthly basis.** **5. Coordination with different department...

We are hiring Brand Advisors for Telecom Company. Core Responsibilities - ▪ Manage & motivate Brand Advisor's productivity. ▪ Provide support to BAs for their day-to-day work. ▪ Build lasting relationships with BAs through various efforts ▪ Check employees’ knowledge via conducting the test, mock calls, role plays, etc. ▪ Plan, Organize, and...