Mutual Fund Bo Executive

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**: -...

ResponsibilitiesThe ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings.Execution of Funds Settlement of HNI & NRI clients.To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.To process...

Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

Who 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 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

Who 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 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

Who 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 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

Who 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 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable...

Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...

**What you will work on: Mutual Fund Operations** - As a Mutual Fund Operations executive, you will be responsible for smooth running of day-to-day operations - Maintaining MIS and accurate records of investor details, transactions, and other relevant information - Managing internal escalations, customer queries, and regulatory complaints - Sending portfolio...

**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...

**Job Overview**: **Key Responsibilities**: **Sales and Client Acquisition**: - Achieve individual sales targets for mutual fund products. - Identify and acquire new clients through various sales channels, including cold calling, networking, and referrals. - Educate potential clients on the benefits of mutual funds and tailor investment solutions to their...

**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...

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...

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...

Fund Accounting & Price / NAV Updation Daily in the software. - Bank Reconciliation. - Demat Reconciliation. - PMS Clients Trade Working. - Client Query and Report requirement. - MF Redemption for Client - Management fees Calculation - Broker Ledger Reconciliation - Performance Calculation - SEBI Reporting - Monthly Fact Sheet - Monthly MIS - Monthly &...

1. Monitors mutual fund, FD’s and IPO’s orders to ensure they comply with individual requirements and company policies. 2. Process the orders accordingly and close cases. 3. Interact with mutual fund AMC, FD AMC, clients, manager for any queries or complaints. 4. Report directly to the Manager to ensure consistency and execution of brand and...

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...