Mutual Fund Sales

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

We are seeking a highly passionate and skilled Mutual Fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in developing mutual fund strategies, training, and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal...

Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basisDetailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspectivePreparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal...

CRISIL is hiring for Mutual Fund Research Analyst .Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based...

Responsible for driving new business with new and existing clients. To liaison and establish strong networks with sales, underwriting and product teams of General Insurance companies. Sales of General Insurance products - Fire, Marine, Motor, Burglary, Group Mediclaim, etc Acquire corporate clients and ensure closure of deals related to their General...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .Functional Responsibility / Domain RelatedQuantitative Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident...

To promote & upsell all MF products - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales & revenue targets spread across product mix - Ensuring the highest levels of service. **Salary**:INR upto 5,00,000 P.A.+ Incentives **Industry**:Banking / Financial Services / Broking **Functional...

Responsible for Existing clients' Mutual funds portfolios - Analysisng and Assisting them for SIP and lumpsum investment - Minimum Graduate - Good Communication skills required - Hard working and enthusiastic, willing to learn **Salary**: From ₹15,000.00 per month Schedule: - Fixed shift Supplemental pay types: - Commission pay Ability to...

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...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

To up sell MF products to Retail/HNI/ 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...

Location: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:- Preparation & timely submission/ filings of statutory...

Location: Mumbai - Corporate Office.Department: Legal, Secretarial & Compliance.Grade: IL 5Organizational relationships Reports to: AVP - CompliancePurpose of the Job:Responsible for handling SEBI mutual fund and PMS compliances and rendering support for other related matters.Key responsibilities:Preparation & timely submission/ filings of statutory...

1. Contacting clients and setting up new and review meetings 2. Conduct regular review meeting with the clients 3. Collection of all relevant data and documents from new clients for preparation of investment plans and executions of investments and insurances. 4. Understanding customer requirement and creation of a comprehensive Financial and investment...

We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Customer Support Officer -Distribution Sales Channel.Key Responsibilities:Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR – 38, NFTrejectionPending & Exemptions for Financial Transaction and Excess Credit / Short CreditAttending walking distributor &...

Required Fund Raiser for NGO Attractive Salary anf commission will be given. Hard Core insurance and sales guys are most welcome. **Job Types**: Full-time, Part-time, Regular / Permanent, Internship, Contractual / Temporary **Salary**: ₹50,000.00 - ₹300,000.00 per year Schedule: - Day shift **Speak with the employer** +91 7838600809