Mutual Fund Advisor

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...

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...

Roles and Responsibilities Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile Should have 1 to 2 year of experience, Candidate...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience,...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

**Job Title: Front desk cum Mutual fund advisor** **Industry: Financial Services** Role and responsibilities: - Reporting to management and assisting with administrative tasks. - Answering phone calls and forwarding calls to respective departments. - Scheduling and confirming appointments, meetings and events. - Greeting and assisting visitors in a...

Lower Parel Mumbai SALARY max UPTO 6 LPA - Shift Timing: 9am to 6pm Mon to Sat working. - age limit: 30 years - Qualification: - Graduate Work experience: 2-5 years of experience in client interaction role in a service industry Relevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firm About Firm - Firm...

Lower Parel MumbaiSALARY max UPTO 6 LPAShift Timing: 9am to 6pmMon to Sat working.- age limit: 30 years Qualification: GraduateWork experience: 2-5 years of experience in client interaction role in a service industryRelevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firmAbout Firm - Firm Asset Management is...

**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...

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...

**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...

ITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai Western Suburbs_ April 29, 2024 - April 30, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Graduation - **Course Type **Full Time - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **5 **Responsibilities...

**- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund Proven ability in conducting webinars on different MF topics for clients Deftly developed a presentation for Investor Education program, Market review, Internal Performance...

Company Name                                :         Leading Investment and Financial Advisory Company in Eastern India.Location : KolkataPosition : Mutual Fund Sales (Must have AMFI certified / As per experience)CTC ...

Opening: 1 Nos Job ID:Employment Type:Full Time- Reference:Work Experience: 4.0 Year(s)To 8.0 Year(s)- CTC Salary: 4.00 LPA TO 8.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: MumbaiPosted On: 09th Jun, 2023**- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. Pivotal role in...

Compliance Mumbai _Mumbai_ April 4, 2024 - April 5, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **CS - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **5 **Key Attributes**: - To monitor activities undertaken by AMC and ensure the same is in...

Compliance Mumbai _Mumbai_ April 4, 2024 - April 5, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **CS - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **5 **Key Attributes**: - To monitor activities undertaken by AMC and ensure the same is in...

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...

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...