Mutual Fund Advisor

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 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...

Identify and evaluate potential investment opportunities. - Conduct detailed financial analysis and market research. - Develop and maintain relationships with clients and stakeholders. - Monitor and assess the performance of existing investments. - Prepare investment reports and presentations for management. - Collaborate with portfolio managers to optimize...

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:...

Job Title: Business Development ExecutiveDepartment: Mutual FundJob Overview:The Business Development Executive will be responsible for the distribution of mutual funds and bonds. The role involves building and maintaining strong relationships with clients, identifying new business opportunities, and ensuring the achievement of sales targets.Key...

**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...

**Roles and Responsibilities** ,To promote all the product line of Mutual Fund,To up sell Mutual Fund products to Retail/HNI Clients,,To generate fresh leads and acquire clients through reference to shore up the clientele,, To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual...

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

**Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI 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 AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...

Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Acquiring...

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...

This position is responsible for managing Customer Service and Operations for Kolkata location. Candidate will be expected to manage Customer Service and Branch Operations and maximize Customer Satisfaction and managing relationships.