Immediate Start: Mutual Fund Executive

2 days ago


Rajkot Gujarat, India Ever Best Job Placement Full time

Other Specialized Location Danapith Rajkot Education Any Graduate Experience 1 Year Salary 15000 - 20000 Details Job Code EB - A1398 Time 10 00 To 7 00 Gender Male Female Industry Type Financial Agency Key Responsibilities Acquire new clients and generate leads for mutual fund investments through various channels walk-ins referrals cold calls etc Understand clients financial goals and risk appetite to recommend suitable mutual fund schemes Assist clients with onboarding KYC compliance and investment transactions Monitor and manage client portfolios and provide regular updates or rebalancing advice Ensure all transactions and documentation comply with regulatory requirements SEBI AMFI Coordinate with AMC representatives and internal departments for seamless service delivery Achieve monthly sales and revenue targets for mutual fund distribution Organize or participate in investor awareness programs and financial literacy events Notes



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