Mutual Fund Financial Services Expert

**Knowledge Required**: - Knowledge of platforms like Investwell Mint, CAMS edge 360, K-Fintech - Domain Knowledge - MS Office - Execute client proposals with precision and professionalism, ensuring a seamless and satisfactory client experience. - Collaborate closely with the team to support the continuous updating and enhancement of mutual fund processes...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

Urgent Hiring for the position of Executive/Sr. Executive in Mutual Fund department. (Mutual Funds Experience required) - *Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...

Actively aware of the market trends, key economic factors, and performance of different funds over time as a part of Research and market analysis - Strong foundation in financial modelling and valuation - Client - Manager relationship building by good communication skills and providing adequate support to the client - Investment Strategy Development as per...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

This role is for a Business Development professional specializing in Mutual Funds with a focus on Ultra High Net Worth Individual accounts. The ideal candidate will be responsible for acquiring and managing client relationships, expanding market share, and growing the Assets Under Management by working closely with distribution channels.Key...

Job DescriptionThis role is for an Institutional Sales professional specializing in Mutual Funds with a focus on Ultra High Net-Worth Individuals (UHNI) accounts. The ideal candidate will be responsible for acquiring and managing client relationships, expanding market share, and growing the Assets Under Management (AUM) by working closely with distribution...

**Urgent Hiring for the position of Back Office Executive ( Mutual Fund )** **Job description** - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for...

We are currently seeking a highly skilled Financial Services Specialist to join our organization.Job Description:The ideal candidate will have a background in commerce or finance and experience in customer interactions. This role requires excellent communication skills and a strong understanding of financial products.Engage in customer-based interactions,...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...