Mutual Fund Executive

**Key Responsibilities**: - Take charge and improve our Mutual Fund analysis and recommendation pages - Provide insights and recommendations and help Investment advisers/counsellors guide clients better - Write and create engaging content - Conduct webinars including interviewing Fund Managers **Academics**: Master’s Degree in Finance, Economics or...

**Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off times. - Maintain a...

We need a female canditate for Mutual Funds - Back office, having experrience of at least 1 year in mutual funds. **Salary**: ₹12,000.00 - ₹20,000.00 per month Schedule: - Monday to Friday Ability to commute/relocate: - Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required) **Education**: - Bachelor's...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

Job Title- Relationship Manager- WealthDivision & Department- Sales, Retail SalesLocation- HyderabadWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. Our success is attributable to 3...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

Hii We are Looking for Mutual Fund adviser Job Location - Mahanagar Lucknow CTC upto 2.50 LPA Shift Time 9:30 am to 7:30PM **Job Types**: Full-time, Permanent Pay: From ₹20,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9305142697

Roles & Responsibilities:• Leverage on existing client base as a Bank RM to build a strong B2C business and drive sales of Mutual Funds and Structured Products.• Acquire clients independently and drive sales of Mutual Funds and Structured Products.• Conduct one-on-one meetings to close deals and provide tailored investment solutions.• Strategize and...

It is a Mutual Fund Office where all the back office work will be held by this person, including computer work and filing. **Salary**: ₹9,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Lucknow, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required) **Education**: - Higher Secondary(12th Pass)...

**Function**: Back office operations - Mutual funds **Location**: Lucknow **Description**: - Handling the overall operational work. - Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance. - Should have basic knowledge of financial products like Mutual...

**Job Role**: **1.** Approves and adopts Financial Authority’s policies, procedures; and maintains accountability for the performance of the entire organization. **2. **Provides overall leadership and staff direction in formulating and achieving weekly, monthly, quarterly revenue goals and targets. Developing appropriate capital, corporate and management...

Who Are We? Group BFC has in its fold companies operating across domains. BFC Capital, the group's wealth management arm, has served clients for over 20-odd years. Besides this, the group's publishing endeavor, BFC Publications has been successfully turning writers into authors, consequently leaving a lasting imprint on the country's literary space. The...

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

Angel Broking limited, 2/29 Vivek Khand Lucknow Gomti Nagar 9307334512 About AR Financial solution: AR Financial solution is a startup that provides a platform to people where they can invest in various investment sectors from mutual funds, and stocks, health, life, general insurance to real estate, gold bonds, and banks. It is a one-stop simple solution...

Mutual funds equity shares work on all financial instruments..... stocks bond derivatives every type off financial solutions **Job Types**: Full-time, Permanent, Fresher Pay: ₹9,559.89 per month Schedule: - Day shift - Morning shift **Education**: - Bachelor's (preferred) **Experience**: - Business development: 1 year (preferred) - Lead generation:...

A **Relationship executive** is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **Job Profile**: - Sit in main branch & Attend walk in customers - Close the leads - Do Cross Sale - Generate leads -...

**BFC CAPITAL** BFC Capital is not only the wealth management arm of Group BFC but also the group's flagship company. Team Capital has been providing Financial Solutions to retail and corporate clients for over two decades. Listed below are some key attributes of the company - Assets Under Management: Rs. 7 Billion+ Retail Client Base: 12,000+ Corporate...

**Position**: Marketing and Sales Agent - Mutual Funds & Insurance **Location**: Tier 2, 3, and 4 Cities/Towns (Specify region or state) **Employment Type**: Full-Time **Experience**: 0-2 years (Freshers are welcome) **About Us** We are a leading financial services provider, focused on spreading financial literacy and making financial products like mutual...