Mutual Fund Advisor

Are you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...

**Job description**: **Job Category**:Mutual Fund Distribution **Job Type**:Full Time **Job Location**:Kolkata **Job Qualification**:Graduate NISM V certification is desirable but not mandatory **Salary**:₹ 1.8 Lacs - ₹ 3 Lacs PA **Position Required**:10 **Other Benefit**:Incentive Mobile & internet bill Paid time off Performance Linked Bonus

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

Looking for a Senior Marketing Person for Marketing/Sales of MUTUAL FUND Salary Negotiable Should have current knowledge of Mutual Fund Policies & Procedure Documentation Minimum 3 Years of Proven Experience needed Pay: ₹20,000.00 - ₹50,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental Pay: - Commission...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal: Reliably...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 1 to 3 yrs. Key skill - Processing Mutual Fund, Bonds etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata - 700091, West Bengal: Reliably...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds,NSE & BSE etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal:...

Looking for a Senior Marketing Person for Marketing/Sales of MUTUAL FUND Salary Negotiable Should have current knowledge of Mutual Fund Policies & Procedure Documentation Minimum 3 Years of Proven Experience needed Pay: ₹20,000.00 - ₹50,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission...

mutual sales **Suggest and plan portfolio for investors**. - Recommend right organize training for different aspects of Mutual Funds. - Develop, manage, and expand customer relationships by providing a service level that exceeds client expectations of the most important customer segment. **Job Types**: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00...

**Tele caller - Mutual Fund** **Location**: Kolkata **Qualification**: Any Graduate or equivalent **Having done a sales-related training program is an added advantage **Responsibilities**: - Knowing all the details of the MF product or service offerings. - Regularly updating and obtaining the lists of individual contact details. - Meet and exceed sales...

**Position **:Back Office - Mutual Funds **Experience **:6 Months to 4 Years **Location **:Ghatkopar West **Mode of Interview **:Face to Face only **Roles & Responsibilities**: - Processing of mutual fund transactions including purchases, redemptions, switches, and transfers accurately and efficiently. - Verifying and reconciling transaction details...

Need Property Advisor in Real Estate Company. Please Read Carefully Before Apply. Qualification - Graduate Experience - Min 2 Year experience in Sales Location - Salt Lake, Kolkata Salary - 25k to 30k nth Benefits - PF, ESIC, Incentive Age Criteria - Max 33 Job Type - Full Time **Preferable Industry - Real Estate, Automobile, Consumer Durable,...

**Job Opening: Sales Advisor (International In/Out Bound Voice Process)** **Position**: Sales Advisor **Domain**: International In/Out Bound Voice Process - Sales Function **Minimum Qualification**: Class XII pass out **Experience**: Fresher/Experienced/Semi-experienced **Age Limit**: Maximum 40 years **Gender**: Male & Female both can apply **Role...

POLICY BAZAR HIRING SALES ADVISOR LOCATION - SALT LAKE SEC 5 MIN 1 YEAR DIRECT SALES EXPERIENCE MANDETORY SALARY IN HAND UPTO 32K PLUS UNLIMITED INCENTIVES QUALIFICATION - MIN H.S AGE LIMIT - 30 YEARS CANDIDATES MUST HAVE 2 WHEELER AND READY FOR FIELD VISIT LANGUAGE - ENGLISH,HINDI AND BENGALI CONNECT HR - 8116252429 **Job Types**: Full-time,...

Roles and Responsibilities - Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. - Connect with customers/Leads and convert them into **Mutual Fund investment**. - Explain them various financial products and solve their queries on immediate basis. - Update database on immediate basis. Location -...

Must have work experience in Mutual Fund processing as back office. - It's not a target based job. - Salary - Rs. 15,000 per month **Salary**: Up to ₹15,000.00 per month Schedule: - Day shift

Company - Eureka Stock & Share Broking Services Ltd. Designation - Corporate Relationship Qualification - MBA in Marketing Experience - 1 year **Job Description**: - Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment...

Job description**Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling...

**FLUENCY IN ENGLISH AND GRADUATION IS A MANDATE** We are looking for a Travel Advisors with great enthusiasm for traveling. You will be responsible for promoting and booking traveling arrangements for clients (individuals or businesses). The goal is to enhance satisfaction and acquire an expanding and dedicated clientele. Contact between 9 am to 4pm or...

**Roles and Responsibilities** To up sell MF products to Retail/HNI 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 Products, enhancing and upgrading the Client Net worth relationships. - Profiling customers and provide financial...