Mutual Fund Sales

**Roles and Responsibilities** Responsible for Sales for the assigned set of Bank's, ND's and IFA's & Advising the them on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance Responsible for providing best in class service for the assigned distributors...

o Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling. - Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation. - Nurture client relationships and address clients' questions regarding...

Roles and Responsibilities :Handle inbound calls from clients to understand their investment requirements and provide personalized advice on mutual funds.Process client transactions, including opening demat accounts, trading, and settlement of trades.Provide expert guidance on stock markets, share market, stock broking, and telesales services to clients.Meet...

This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.Job Description:Responsibilities: Undertake the following, with a...

Responsibilities: 1. Handle the queries of the Distributors and resolve them within the TAT. 2. Ensure to meet the Distributors and showcase our product and services offered. 3. Meet all the Distributors on a regular basis and provide them the latest updates. 4. Supervise and monitor Team to ensure that they enter data with accuracy. 5. Attend to...

Roles and Responsibilities 1.Meet performance standards of respective sub-function Operational efficiency & effectiveness 2.Able to deliver the output within agreed timelines 3.Responsible for responding customer mails within TAT 4.Responsible for MIS preparations, attending queries and client calls 5.Responsible for executing SIP transactions ...

Roles and Responsibilities 1.Meet performance standards of respective sub-function Operational efficiency & effectiveness 2.Able to deliver the output within agreed timelines 3.Responsible for responding customer mails within TAT 4.Responsible for MIS preparations, attending queries and client calls 5.Responsible for executing SIP...

Roles and Responsibilities 1.Meet performance standards of respective sub-function Operational efficiency & effectiveness 2.Able to deliver the output within agreed timelines 3.Responsible for responding customer mails within TAT 4.Responsible for MIS preparations, attending queries and client calls 5.Responsible for executing SIP transactions ...

Responsibilities: 1. Handle the queries of the Distributors and resolve them within the TAT. 2. Ensure to meet the Distributors and showcase our product and services offered. 3. Meet all the Distributors on a regular basis and provide them the latest updates. 4. Supervise and monitor Team to ensure that they enter data with accuracy. 5. Attend to...

Responsibilities: 1. Handle the queries of the Distributors and resolve them within the TAT. 2. Ensure to meet the Distributors and showcase our product and services offered. 3. Meet all the Distributors on a regular basis and provide them the latest updates. 4. Supervise and monitor Team to ensure that they enter data with accuracy. 5....

Responsibilities: 1. Handle the queries of the Distributors and resolve them within the TAT. 2. Ensure to meet the Distributors and showcase our product and services offered. 3. Meet all the Distributors on a regular basis and provide them the latest updates. 4. Supervise and monitor Team to ensure that they enter data with accuracy. 5. Attend to...

Role:- Will be responsible to develop and sustain the Institutional Sales network.- Responsible for selling of AMC products to various corporates / institutions by meeting the key decision makers and ensuring that long term business relationship is maintained. Also develop and maintain relationships with corporate distributors.- Responsible for analyzing the...

Role:- Will be responsible to develop and sustain the Institutional Sales network.- Responsible for selling of AMC products to various corporates / institutions by meeting the key decision makers and ensuring that long term business relationship is maintained. Also develop and maintain relationships with corporate distributors.- Responsible for analyzing the...

Role: - Will be responsible to develop and sustain the Institutional Sales network. - Responsible for selling of AMC products to various corporates / institutions by meeting the key decision makers and ensuring that long term business relationship is maintained. Also develop and maintain relationships with corporate distributors. - Responsible for analyzing...

Role:- Will be responsible to develop and sustain the Institutional Sales network.- Responsible for selling of AMC products to various corporates / institutions by meeting the key decision makers and ensuring that long term business relationship is maintained. Also develop and maintain relationships with corporate distributors.- Responsible for analyzing the...

About You: B- achelor or Master level degree. 4- + years in Financial Services. P- roduct knowledge, Domestic, Global and OTC security markets, Fixed Income and derivative product knowledge. A- dvanced skills in MS Excel. S- trong customer relationship management. S- trong analytical skills. E- xperience supervising/coaching staff. E- xcellent communication...

Roles and Responsibilities :Handle inbound calls from clients to understand their investment requirements and provide personalized advice on mutual funds.Process client transactions, including opening demat accounts, trading, and settlement of trades.Provide expert guidance on stock markets, share market, stock broking, and telesales services to clients.Meet...

IR Data Processor Hyderabad **About Citco** Citco is a global leader in fund services, corporate governance and related asset services with more than 7,000 staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. **About the Team &...

Net asset value (NAV) represents a fund's per-share intrinsic value. It is similar in some ways to the book value of a company. NAV is calculated by dividing the total value of all the cash and securities in a fund's portfolio, minus any liabilities, by the number of outstanding shares. - A fund accountant is responsible for preparing consolidated accounts...

SupervisorAbout CitcoCitco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs.About the Team & Business Line:Fund Administration is Citco's core...