Mutual Fund

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...

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...

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...

Role and Responsibilities- Trade Execution & Management:- Execute buy and sell orders for fixed income securities, including money market securities, government bonds, corporate debt and other structured products.- Analyze market conditions, provide market feedback in a structured and timely manner and execute trades based on fund manager requisitions,...

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...

**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 &...

**Key Responsibilities** - **Insurance Product Integration**: - Provide support to financial advisors, insurance agents, and clients on the integration of insurance products with mutual funds. - Assist with the design and implementation of insurance-linked mutual fund offerings, such as variable life insurance (VLI) or indexed universal life (IUL)...

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...

About Our Company: Systematix Group is a leading financial services company that provides a range of services, including mutual fund operations, IPOs, and fixed deposits. We are committed to delivering exceptional service to our clients and are seeking a highly skilled Mutual Fund Specialist to join our team.Key Responsibilities:• Handle the back office...

**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...

**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...

Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment. - Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets. - Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat...

**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...

Job Role: As a Presentation Designer, you will play a crucial role in translating ideas and stories into impactful visual presentations for internal teams. You will work closely with product and marketing team to develop visually stunning presentations that convey key messages and enhance the storytelling of our products and concepts. This role requires a...

Job Role:As a Presentation Designer, you will play a crucial role in translating ideas and stories into impactful visual presentations for internal teams. You will work closely with product and marketing team to develop visually stunning presentations that convey key messages and enhance the storytelling of our products and concepts. This role requires a...