Mutual Fund Advisor

Role: - To promote all the product line of Mutual Fund in a leading BFSI company - To up sell I Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling...

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...

Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling...

**Job Title: PCG Advisor** **Key Responsibilities**: **- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.** **- Individually handling clients with the book size of 25 lacs & above.** **- Creation of revenue & Activation of clients through effective Advisory.** **- Cross selling of other products like Mutual fund, PMS,...

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...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

**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...

**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...

Our requirement for Sales Advisor with an experience of 2+ years in the Banking, Insurance, Broking, Mutual Funds Industry would match our requirement. Our hiring process has started, kindly get in touch on my Mobile Number 9884704700 and send your Resumes to the wats app of the above number. **Job Types**: Full-time, Regular / Permanent **Salary**:...

**Job Description**: - 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. **Responsibilities**: - Undertake the...

A **bout 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...

Our requirement for "Financial Service Advisor" with an experience of 2+ years in the Banking, Insurance, Broking, Mutual Funds Industry would match our requirement. Our hiring process has started, kindly get in touch on my Mobile Number 9884704700 and send your Resumes to the wats app of the above number. **Job Types**: Full-time, Regular /...

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...

**Responsibilities** Assist in making and presenting financial plans (using excel and powerpoint) Train under the senior financial planner Assist in conducting research on equities Assist in conducting research on mutual funds Create financial models, graphs etc., to showcase research Work with both, the financial planning and the research...

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...

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.The main function of the role is: Account for the day-to-day...

Hiring for Treasurer/Wealth management/Investment manager for manufacturing company 6 days work from office Hyderabad location CTC upto 9 lakhs Immediate joiner Someone who have good knowledge about different investment options like mutual fund, bonds, share markets, stocks, bonds etc. **Job Types**: Full-time, Permanent Pay: ₹705,505.23 -...

Seeking an experienced Equity Advisor for the PCG (Private Client Group) role in Hyderabad, adept in providing comprehensive advisory services to high-net-worth individuals across various financial markets. Roles and responsibilities: Provide comprehensive consulting services to Super HNI clients in the equity, derivatives, currency, and commodities...

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 ...