Rm-mutual Funds

Position: RM-Insurance-Mutual Fund **Min Experience** 6 Years **Max Experience** 10 Years **Notice Period** Max 30 days Location: Mumbai Budget: 20L to 23L Designation: RM - Mutual Fund and Insurance Reporting: Executive Vice President/ Vice President Banks & Financial Institutions Group (BFIG) as a group in the bank has the following verticals -...

**- 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...

**Key Responsibilities** - Understand Clients’ Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for clients and presenting them - Meeting Targets and Client Retention...

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

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...

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...

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

**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...

Finance Mumbai _Mumbai_ June 3, 2023 - June 3, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **40 LPA - **Required Education **Professionally Qualified and/or Post Graduate qualification specializing in CFA preferred - **Min Required Experience (Years) **9 - **Max Required Experience (Years) **14 Talent Profile -...

Opening: 1 Nos.- Job ID: 61963- 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: - Mumbai Posted On: 09th Jun, 2023 **- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds...

**- 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...

**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...

Presently we are looking for a person in the role of Mutual fund Back office department **Location **:Nariman Point, Churchgate **Skills Required**: - Excellent working knowledge of Advanced Excel including Pivot Tables - Information of Mutual Funds and back office operations like BSE Star ad other softwares - Knowledge for Mutual Fund terms like SIP, SWP...

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...

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 **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...

Location : - Mulund, Mumbai Education - Any graduate Experience: - : 2yrs+ working experience in Back office operations with Mutual Fund Distributor **Skills**: - Knowledge of mutual fund operations, investment products, and financial markets is essential. - Familiarity with relevant regulatory frameworks and compliance requirements. - Strong analytical...