Mutual Fund

Role: - To promote all the product line of Mutual Fund in a leading BFSI company - To up sell I 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...

**Job Overview**: A Mutual Fund Salesperson is responsible for selling mutual funds to individual and institutional clients. They work closely with investors to understand their financial goals, risk tolerance, and investment preferences to recommend suitable mutual fund products. The role involves maintaining knowledge of market trends, mutual fund...

Mutual Fund Services Role DescriptionWe are seeking a highly skilled and detail-oriented professional to join our team at KFintech as a Mutual Fund Services Specialist.ResponsibilitiesHandle the queries of the Distributors and resolve them within the agreed-upon timeframe.Educate the Distributors on our product offerings and services.Maintain regular...

Key Accountabilities:1. Respond to distributors' queries and resolve them within the agreed timeframe.2. Regularly meet with distributors to showcase our product offerings and services.3. Maintain relationships with distributors and provide them with timely updates.4. Supervise and monitor team members to ensure accurate data entry.5. Provide support to...

o Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling. - Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation. - Nurture client relationships and address clients' questions regarding...

Job Title: Associate/Senior Associate – Mutual Fund ServicesWe are seeking a highly skilled and experienced Associate/Senior Associate to join our Mutual Fund Services team at KFintech.Responsibilities:Handle inquiries from distributors and resolve them in a timely manner.Meet with distributors to showcase our products and services.Regularly meet with...

About the RoleWe are seeking a seasoned Business Development Manager to join our team at LMV Investment Services Pvt Ltd.The ideal candidate will have prior experience in Insurance or Mutual Fund Sales and a proven track record of generating revenue for the organisation.The role requires strong networking skills and the ability to build and maintain a client...

**Roles and Responsibilities** Responsible for Sales for the assigned set of Bank's, ND's and IFA's & Advising the them on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance Responsible for providing best in class service for the assigned distributors...

Senior Wealth Manager PositionLimited to candidates with prior work experience in Insurance or Mutual fund Sales domain, capable of generating revenue and having an established client base.Key Responsibilities:Prior work experience in Insurance or Mutual fund Sales domain.Generating revenue and developing an established client base.Requirements:Minimum 1...

Job SummaryWe are seeking a highly motivated and detail-oriented Associate/Senior Associate to join our Mutual Fund Services team. The successful candidate will be responsible for handling distributor queries, meeting with distributors to showcase our products and services, and supervising a team to ensure accurate data entry.Key ResponsibilitiesRespond to...

Roles and Responsibilities 1.Meet performance standards of respective sub-function Operational efficiency & effectiveness 2.Able to deliver the output within agreed timelines 3.Responsible for responding customer mails within TAT 4.Responsible for MIS preparations, attending queries and client calls 5.Responsible for executing SIP transactions ...

Key Responsibilities: 1. Respond to Distributors\u2019 queries and resolve them within the stipulated timeframe. 2. Regularly meet with Distributors to showcase our product and services. 3. Maintain a strong relationship with Distributors by providing them with the latest updates. 4. Supervise and monitor the team to ensure accurate data entry. 5. Provide...

Responsibilities:1. Provide exceptional support to Distributors, ensuring timely resolution of their queries.2. Foster strong relationships with Distributors, showcasing KFintech’s products and services.3. Regularly meet with Distributors to provide updates and insights.4. Oversee and monitor Team performance, ensuring accurate data entry.5. Offer...

Responsibilities:1. Attend to Distributors, address their queries and resolve within the stipulated timeframe.2. Showcase our product and services to Distributors, ensuring they stay up-to-date.3. Regular meetings with Distributors to provide them with the latest updates and information.4. Supervise and monitor the team to ensure accurate data entry.5....

Responsibilities: 1. Handle the queries of the Distributors and resolve them within the TAT. 2. Ensure to meet the Distributors and showcase our product and services offered. 3. Meet all the Distributors on a regular basis and provide them the latest updates. 4. Supervise and monitor Team to ensure that they enter data with accuracy. 5. Attend to...

IR Data Processor Hyderabad **About Citco** Citco is a global leader in fund services, corporate governance and related asset services with more than 7,000 staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. **About the Team &...

About the RoleAt Validus Fintech, we’re focused on transforming RTA operations in the passive fund management space. As part of our growth, we’re looking for an experienced operations professional to lead our ETF and index fund operations. In this role, you will manage end-to-end operations, work closely with technology teams on platform development, and...

About the Role At Validus Fintech, we’re focused on transforming RTA operations in the passive fund management space. As part of our growth, we’re looking for an experienced operations professional to lead our ETF and index fund operations. In this role, you will manage end-to-end operations, work closely with technology teams on platform...

A **bout You: B** - achelor or Master level degree. 4 - + years in Financial Services. P - roduct knowledge, Domestic, Global and OTC security markets, Fixed Income and derivative product knowledge. A - dvanced skills in MS Excel. S - trong customer relationship management. S - trong analytical skills. E - xperience supervising/coaching staff. E - xcellent...

Key Responsibilities:As a key member of our Global Fund Services team, you will be responsible for meeting performance standards, delivering outputs within agreed timelines, and responding to customer inquiries in a timely manner.Job Requirements:To be successful in this role, you must be a graduate or postgraduate with excellent command of the English...