Mutual Fund

We are looking for a dynamic sales representative to kickstart a new business line, and are looking for an individual who is enthusiastic, fearless, and able to build relationships. With excellent opportunities to grow with the company, this opportunity is excellent for someone who can take charge of a region and grow this. The company is looking at a strong...

Job Description Mutual Funds Executive - Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients and the...

**Experience: 1 to 5 years** - Good communication i.e. spoken & written. - Should be updated with the current Mutual Fund guidelines. - **Preferred experience in handling mutual fund financial transactions i.e. Purchases, switches, redemptions, SIP/STP/SWP, etc.**: - Proper working knowledge /Experience of MS Excel,...

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...

This role focuses on channel partner development across MFDs, Wealthtech and other financial distributors. - Drive sales growth by developing and maintaining positive relationships with channel partners and distributors. - Meet or exceed sales targets by developing and implementing sales plans and prioritizing activities to ensure targets are met. - Maintain...

To up sell MF products to Wealth 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 MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

To up sell MF products to Wealth 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 MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

ITES / BPO / Operations / Customer Service / Telecalling Ahmedabad, Gurgaon _Ahmedabad_, _Gurgaon_ March 22, 2024 - March 23, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Ahmedabad,Gurgaon - **Required Education **B. Com/BBA/ Finance preferred - **Course Type **Full Time - **Min Required Experience (Years) **1 - **Max Required Experience...

Equity Dealer Mutual Fund Transactions on NSE Platform Basic Reports from DEMAT and from Mutual Funds Day to day back-office operations Hands on Tally would be more preferable. **Salary**: ₹15,000.00 - ₹30,000.00 per month **Benefits**: - Flexible schedule Schedule: - Day shift Supplemental pay types: - Yearly bonus **Education**: - Bachelor's...

Company - Leading AMC Company.Role - Affluent Relationship ManagerLocation - AhmedabadBroad Responsibilities : 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. 2.Generate fresh leads through reference. 3.Achieving the business targets assigned in terms of up-selling Products. 4.Provide financial products to meet...

Opening: 1 Nos. Job ID: 65904 Employment Type: Full Time Reference: Work Experience: 1.0 Year(s) To 2.0 Year(s) CTC Salary: 1.80 LPA TO 2.40 LPA Function: BFSI, Investments & Trading Industry: Insurance **Location**: - Ahmedabad **Job Overview**: As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in...

**Client Servicing**: Provide excellent service to mutual fund clients, addressing their inquiries, concerns, and requests promptly and professionally. - **Account Management**: Manage client accounts, including processing transactions, updating account information, and resolving account-related issues. - **Documentation**: Ensure all necessary documentation...

**Job Title**: Sales Officer **Company**: Nippon India Mutual Funds **Location**: Navrangpura, Ahmadabad **Job Type**: Full-time - **Sales and Distribution**: Actively promote and sell Nippon India Mutual Funds' products to potential investors, including individuals, corporates, and institutions. - **Client Relationship Management**: Build and maintain...

Job Description & Responsibilities 1. Responsible for end to end mutual fund operations. (Like: Purchase, Redemption, Switch, STP, and SIP.) 2. Assist client on boarding for mutual fund investment. 3. Maintain MIS of all day to day transactions and queries 4. Have Efficiency in handle all queries quickly and smartly. 5. Have Knowledge of CAMS and...

Job Description: Responsibilities: Conduct in-depth equity research on individual stocks, sectors, and industries.Analyze financial statements, company performance, and industry trends.Prepare research reports, including buy/sell recommendations and target price estimations, reports on mutual funds, and debt market reports.Stay updated on market...

**Job Overview**: We are seeking a highly motivated and detail-oriented individual to join our team as an **Operation cum Admin Executive**. This role requires a strong understanding of financial operations, excellent communication skills, and the ability to work in a fast-paced environment. You will be responsible for a variety of tasks aimed at providing...

**PSG (Partner Supporter Group)** **Location - CP, New Delhi** **1 Year contract (It will renew automatically if required)** **NISM-5A Certification (mandatory).** **Job Description -** - 2 to 3 Years of Sales Experience with Banking domain. - Must have good communication as well as B2B Sales & Convincing skills, along with Cold calling...

| **2 - 5 Years**: - | **200000 - 600000** Job ID **JB_JOB27206** Description The Relationship Manager will be responsible for acquiring new clients with Self data base/ Open Market. Sourcing and servicing Demat A/C, Cross selling products like Insurance, Mutual Funds, PMS, Helping clients on their Investments and managing their overall financial...

Glimpse of the Area of Exposure: - Internal Audits - Specialised Monitoring of Large Accounts - Various audits of banks, NBFCs, Mutual Funds and Financial Institutions - Due Diligences - Valuations of Companies and Financial Assets - Statutory Audits Pre-requisition**:CA Inter both Group passed, or Transfer Case also accepted.** Perks Opportunity to work...

Job Description Job Responsibilities: Graduate / Post graduate 2-3 years of Sales experience in managing partners/distributors/franchisee network of  financial  products from financial  services industry, preferably Mutual Funds (AMC), Banks, Stock broking/Securities, General Insurance industry. Candidates having AUM (Asset under Management)...