Fund Manager

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

**Job Title**: Client Relationship Manager - Mutual Funds **Responsibilities** - Engage in meaningful dialogue with clients to understand their business goals and challenges - Present tailored value propositions to sales leads and existing customers - Prospect for new business opportunities and successfully close sales - Maintain a consistent, reliable, and...

**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

**Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off times. - Maintain a...

**Job Title**: Mutual Fund Executive **Job Type**: Full-time, Onsite **Work Days**: Monday to Saturday **Location**: In person (Lucknow) **Salary**: ₹15,000 - ₹20,000 per month **Benefits**: Provident Fund Key Responsibilities - Assist clients with **investment planning**, KYC updates, and portfolio management. - Handle **bulk transactions** and...

Job Title: Compliance Officer – Fund Administration Location: GIFT City, Gandhinagar Experience: 4–7 years Industry: Fund Administration / Financial Services / AIFs / IFSC Job Description: We are seeking a detail-oriented and experienced Compliance Officer to oversee and manage regulatory compliance for our fund administration operations at GIFT City....

**Job Title**: Jan Nidhi Staff - Crowd Funding Executive **Department**: Rashtra Nirman - Fundraising Team **Location**: Noida, Uttar Pradesh **Reporting To**: Call Center Manager / Fundraising Manager **Working Hours**: 10:00 AM to 07:00 PM (as per organizational policy) **Key Responsibilities**: - Actively engage in telecalling to connect with potential...

**Middle level Executive - Fund Reconciliation & Internal Audit (Real Estate)** **Location**: Noida India **Job Type**: Full-Time | Permanent **Department**: Accounts & Finance Reporting To: **Chief Financial Officer (CFO)** **Industry**: Real Estate Development & Construction **Position Overview**: This position requires strong accounting and finance...

contact-9522288397, 9522288231 Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...

contact-9329144909 **ONLY FOR BHOPAL LOCATION.** **Team Leader in Mutual Funds - Key Responsibilities**: - **Team Management & Supervision**: - Lead, mentor, and supervise a team of Relationship Managers or sales executives to ensure high performance and alignment with business goals. - **Target Setting & Performance Monitoring**: Set individual and team...