Mutual Fund Advisor

**Job description**: **Job Category**:Mutual Fund Distribution **Job Type**:Full Time **Job Location**:Kolkata **Job Qualification**:Graduate NISM V certification is desirable but not mandatory **Salary**:₹ 1.8 Lacs - ₹ 3 Lacs PA **Position Required**:10 **Other Benefit**:Incentive Mobile & internet bill Paid time off Performance Linked Bonus

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund NSE & BSE Location - Kolkata Pay: Up to ₹20,000.00 per month Schedule: - Morning shift

Looking for a Senior Marketing Person for Marketing/Sales of MUTUAL FUND Salary Negotiable Should have current knowledge of Mutual Fund Policies & Procedure Documentation Minimum 3 Years of Proven Experience needed Pay: ₹20,000.00 - ₹50,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental Pay: - Commission...

Looking for a Senior Marketing Person for Marketing/Sales of MUTUAL FUND Salary Negotiable Should have current knowledge of Mutual Fund Policies & Procedure Documentation Minimum 3 Years of Proven Experience needed Pay: ₹20,000.00 - ₹50,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission...

mutual sales **Suggest and plan portfolio for investors**. - Recommend right organize training for different aspects of Mutual Funds. - Develop, manage, and expand customer relationships by providing a service level that exceeds client expectations of the most important customer segment. **Job Types**: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00...

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

We are seeking an experienced Senior Wealth Advisor to provide expert financial guidance to Super High Net-Worth Individuals (HNI). In this role, you will manage and grow a portfolio of clients with investments of ₹25 lakhs and above, offering tailored advice on equity, derivatives, currency, and commodity markets. **Key Responsibilities**: - Client...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds,NSE & BSE etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal:...

**Tele caller - Mutual Fund** **Location**: Kolkata **Qualification**: Any Graduate or equivalent **Having done a sales-related training program is an added advantage **Responsibilities**: - Knowing all the details of the MF product or service offerings. - Regularly updating and obtaining the lists of individual contact details. - Meet and exceed sales...

**Position **:Back Office - Mutual Funds **Experience **:6 Months to 4 Years **Location **:Ghatkopar West **Mode of Interview **:Face to Face only **Roles & Responsibilities**: - Processing of mutual fund transactions including purchases, redemptions, switches, and transfers accurately and efficiently. - Verifying and reconciling transaction details...

Job description**Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling...

Looking PCG ADVISOR in Kolkata Connect HR - 863 833 0959 Any Graduate - Male /Female both can apply 1-3 Years experience required from same background must have knowledge about commodity market, Advising clients on equity, derivatives currency Client management Client Acquisition Client Queries Cross selling Advisor Performance Salary -4-13...

Company: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...

As per telephonic discussion please fill the enclosed Job Description an company link for your Reference. Looking For Investment Executive For Kolkata Location With 2 - 4 Year Experience Investment Executive Job Description: - Organize paperwork and documentation related to investment including forms, cheques & KYC documents. - Coordinate and visit Banks,...

Advisor PCG - Any Graduate Contact HR- 8638330959 Male / Female both 2-5 years experience required from same background Salary -6-20 LPA Location -Kolkata **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental Pay: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person

Urgent Hiring for Sales Advisors At Policy Bazar Location - Kolkata Contact HR- 8448350054 Good communication skills needed Minimum 1 year sales experience needed Bike and license mandatory DOJ-24/09/2024 Only males are eligible Ctc - Upto 3.90 lacs Pay: Up to ₹390,000.00 per year **Benefits**: - Health insurance - Provident Fund Schedule: -...

Start Building up your Career as a Financial Advisor in Mutual Fund. 1. Work from Home 2.No. Target on Sales 3.Fix your own work schedule 4.Recurring monthly income 5. support will be given whenever needed **Job Type**: Part-time **Salary**: ₹8,086.00 - ₹37,487.67 per month Expected hours: 10 - 20 per week **Benefits**: - Work from...

-Job description **Business**:Securities Services - Transfer Agency **Open positions**:1 **Role Title**:Fund Administrator (INTERN) **Global Career Band**:8 **Location **_(Country / City )_**:India/Kolkata **Recruiter Name **:Archana Sharma **Why join us?** - Securities Services provides an extensive and comprehensive Global Distribution Support and...

About the OpportunityCholamandalam Securities Limited is seeking a skilled Senior Investment Advisor to join its dynamic Equity Advisory Team. This is an exciting opportunity for experienced professionals who are passionate about delivering exceptional advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and...

1-Selling of financial sales ( Insurance, Mutual Fund, Loan, etc.) 2-Achieve monthly Target 3-Excellent **Communication** Skills. **4-**It’s a **6-day working company**. 5. 6 months Exp 6. must have experience in field sale **Salary**: ₹15,000.00 - ₹50,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay...