Mutual Fund Representative

Work from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales executive with 1-2 years of experience is a must - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 - ₹400,000.00 per year **Benefits**: -...

**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

**Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and...

Wehire Talent Solutions is hiring for chat Immediate joining Location : Mahape ( Navi Mumbai ) Nippon - Mutual Fund Graduate with min. 6 months to 1 year of BPO Experience Good Communication (Versant4) Fixed Day shift 8am to 8pm - any 9 hours shift window 1 Rotational Off Salary - 18000 inhand, 22000 CTC 2. RBT & Outbound Outbound Sales Graduate...

We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

required Telesales - Mutual Fund. Location - Powai & Vikhroli Qualification - HSC or any Graduate. Experience - Min 1 yrs experience in Mutual fund. Mutual Fund experience Mandatory Languages - English, Hindi, Marathi, Kananda, Tamil Good Communication Skill immediate joiner preferred. **Salary**: Up to ₹30,000.00 per month Schedule: - Fixed...

Operations & back-office executive for the activity of Mutual Fund Distribution, Equity Broking & Investment Consultancy. Should have knowledge of the Mutual Fund Industry and Equity Broking. Role includes interaction with clients, AMCs etc. Handling service related issues & resolutions. Ability to learn new skills and be flexible to work according to the...

We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

Role - Mutual Fund Advisor Location - Nariman Point,Mumbai HR connect -Nabamita-9365305958 Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred Salary upto 10LPA Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and diligent fresher to join our team immediately. **Who are we?** **Cambridge...

**Job Description / Key Responsibilities**: ❖ Should be an investment expert and provide Mutual Funds investment options to customers based on their financial requirement. ❖ Provide personalized financial services and investment advice based on individual client needs so that they can make informed investment decisions. ❖ Responsible for acquiring &...

Managing day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...

**Mutual Fund Advisor - Vile Parle =** - Any Graduate with minimum experience of 3-4+ years’ experience in distribution knowledge in sales of Mutual Fund. - Who can handle existing setup as well as get new business. - Experience In managing HNI or Ultra HNI clients in wealth outfit. Understanding of financial market. - Ability to manage relationships to...

Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

**Key Responsibilities: -** Reading of Circulars of Regulators of SEBI and understanding the same and examination of guidelines on a regular basis to ensure authenticity, compliance with procedures and guidelines. The expertise should be in mutual fund audit. - auditing annual financial statements, assisting with reports to shareholders, and conducting...

Job Title: Compliance Officer - Mutual Fund Compliance Location**:Mumbai (on-site: Andheri/Belapur)** Experience**:3+ years in Mutual Fund compliance** Job Summary: We are currently looking for compliance professionals with a graduation degree **from AMC, financial or NBFC industry **with **minimum 3 years of experience in Mutual Fund compliance.** Roles...

Job Title: Compliance Officer - Mutual Fund Compliance Location**:Mumbai (on-site: Andheri/Belapur)** Experience**:3+ years in Mutual Fund compliance** Job Summary: We are currently looking for compliance professionals with a graduation degree **from AMC, financial or NBFC industry **with **minimum 3 years of experience in Mutual Fund compliance.** Roles...

We are looking for a skilled and experienced Operations Executive with expertise in mutual fund back office operations and rectification of transactions. As an Operations Executive, you will play a crucial role in ensuring the smooth functioning of our mutual fund operations, handling transaction rectification, and maintaining accurate records. Your...

Will manage mutual fund form filling task. Need to do client coordination. Will be doing data management, mutual funds, ipo entries etc. Preparing collating mutual fund reports. Handle the general Office Administrative work. - Co-ordinating with fund houses for investor statements - Co-ordinating with investors regarding fund switches, new SIPs lump sums,...

**Job Overview**: **Key Responsibilities**: **Sales and Client Acquisition**: - Achieve individual sales targets for mutual fund products. - Identify and acquire new clients through various sales channels, including cold calling, networking, and referrals. - Educate potential clients on the benefits of mutual funds and tailor investment solutions to their...