Mutual Fund

JOB DESCRIPTION: 1. New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities. 2. Create Investment Proposals and Enter Data in to Software and Excel 3. Track Goals, Asset Allocation, SIP & STP Reconciliations 4. Create Review Reports and Portfolio Analysis and Product Notes 5. Share Execution Plans,...

**Introduction**: Join Goalstox, a dynamic financial technology startup at the forefront of goal-based investment management as a **Mutual Funds Distributor.** As MFD, you will play a pivotal role in helping investors achieve their financial goals. This is not your ordinary job; it's an opportunity to build your portfolio of investors, **earn lifelong...

Job Roles & Responsibilities: 1. New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities. 2. Create Investment Proposals and Enter Data in to Software and Excel 3. Track Goals, Asset Allocation, SIP & STP Reconciliations 4. Create Review Reports and Portfolio Analysis and Product Notes 5. Share...

We are looking for a HNI sales Manager and IP mutual funds sales individual performers to source from market. Salary range can be matched and negotiated. First round Telephonic At least 2 yrs exp in sales of mutual funds mandate Attractive incentives with no Cap. Contact on 9606674521 ASAP **Salary**: ₹30,000.00 - ₹100,000.00 per...

Documenting Investment products : Mutual Funds, Stocks, FDs, Bonds, PMS - Work on different transaction platforms, overall compliance and KYC paperwork - Coordinate with Mutual funds/PMS providers & platform providers as NSE NMF etc - Reconcile client's investment & back-office non-financial transactions, capital gain statements etc. - Coordinate with...

**Subject Matter Expert - Mutual Funds** **Roles & Responsibilities** - Mutual fund research and analysis: The Subject Matter Expert - Mutual Fund is responsible for conducting mutual fund research and analysis, including analyzing fund performance, portfolio holdings, fees and expenses, and other factors that impact investment decisions. They may also...

Sales / Business Development / Client Servicing Bangalore _bangalore_ November 7, 2023 - November 7, 2024 Mutual Fund **Job Overview**: - **Office Location (Area) **Bangalore - **Salary Offer **5 - 7 LPA - **Course Type **Full Time - **Min Required Experience (Years) **3 - **Max Required Experience (Years) **3 **Function** : Customer Service &...

**Female | Salary: 20-30 K | Exp **:_**1-4 Years in Financial Services/Insurance/Banks**_ **| WFOffice| **Location**:SahakarNagar, BLR**(Nearby Prefer) | Qualification : Graduate - **Important : Work From Office | F2f Interviews in BLR(Not Online)**: - **Documenting Investment products : Mutual Funds, Stocks, FDs, Bonds, PMS**: - Work on different...

**About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...

This role focuses on channel partner development across MFDs, Wealthtech and other financial distributors. - Drive sales growth by developing and maintaining positive relationships with channel partners and distributors. - Meet or exceed sales targets by developing and implementing sales plans and prioritizing activities to ensure targets are met. - Maintain...

Hiring Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales- Senior professional within the AMC industry with at least 10 years of experience in Mutual Funds sales- Responsible for growth of business in south India - both retail, partnerships and Institutional business- Generating innovative ideas for new...

Hi, Position: Mutual Fund Sales Location: Bengaluru Experience: 0 to 4 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹40,000.00 per month Schedule: - Day shift **Experience**: - 10 key typing: 5 years (preferred) Ability to Commute: - Banasankari 3rd Stage,...

Hi, This is Shashidhar from SUMUKHA HRSOLUTIONS, as per the discussion forwarding company details, kindly find the below. Position: Mutual Fund Sales Manager Location: Bengaluru Experience: 5 to 10 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹80,000.00 per...

Head of Retail Sales, South – Mutual Funds Location : Bangalore Position Grade : Vice President/ Sr Vice President Function : Mutual Fund Reports to : Chief Business Officer Reportees : 7-8 Very Important Skills: Mutual Funds, Retail Sales, Client Profile: Client is an institutionalized multi-line and multi-asset financial services platform and the...

Head of Retail Sales, South – Mutual FundsLocation : BangalorePosition Grade : Vice President/ Sr Vice PresidentFunction : Mutual FundReports to : Chief Business OfficerReportees : 7-8Very Important Skills: Mutual Funds, Retail Sales,Client Profile:Client is an institutionalized multi-line and multi-asset financial services platform and the market leader...

Head of Retail Sales, South – Mutual FundsLocation : BangalorePosition Grade : Vice President/ Sr Vice PresidentFunction : Mutual FundReports to : Chief Business OfficerReportees : 7-8Very Important Skills: Mutual Funds, Retail Sales,Client Profile:Client is an institutionalized multi-line and multi-asset financial services platform and the market leader...

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...

About PhonePe Group:  PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

**About this role**: Wells Fargo is seeking a Securities Operations Representative. **In this role, you will**: - Perform various operational tasks on complex securities that require general knowledge of unit functions and systems - Support securities operations - Identify ways to improve the overall process - Perform moderately complex duties such as...

Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance Negotiation skills Competencies Required Role Purpose Role is to increase client base and maximize sales by planning and implementing...