Executive Mutual Funds

6 months ago


Panchsheel Enclave Delhi Delhi, India Brivan Consultants pvt. ltd. Full time

Urgent Hiring for the position of Executive/Sr. Executive in Mutual Fund department. (Mutual Funds Experience required)
- *Job description**:
- 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 goals.
- Answer clients questions, address concerns and resolve them as per SLAs
- Regularly review clients portfolio and have continuous engagement
- Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
- Working on purchase/redemption/switch order processing of mutual funds and using the NSE NMF platform.
- Continuous communication with clients to stay up to date with their financial status - Building and maintaining your client base.

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

**Experience**:

- total work: 3 years (preferred)
- Mutual Funds: 2 years (preferred)
- Mutual Funds Executive: 2 years (preferred)

Work Location: In person



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