Mutual Fund

**Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

**Job Summary**: We are seeking enthusiastic and self-motivated individuals to join our Mutual Fund team. As a Mutual Fund Executive, you will assist clients in making informed investment decisions, building financial portfolios, and achieving their long-term financial goals. **Key Responsibilities**: - Understand clients’ financial needs and risk...

**Key Responsibilities**: - **Client Operations Management**: Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance. - **Issue Resolution**: Identify, diagnose, and resolve client-facing operational and technical issues...

Relationship Manager – Mutual Fund SalesLocation: Bhawanipur (Kolkata Department: Sales | Industry: Financial Services / Investment AdvisoryExperience: 06-Months to 3 YearsEmployment Type: Full-timeAbout the Role:We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate...

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

**Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...

Position - AVP Mutual Fund - Investment Product / Kolkata.Role & Responsibility1. Lead and support a team of 50 professionals across seven branches and three growth locations with a focus on fostering collaboration, operational efficiency, and consistent regional growth.2. Oversee day-to-day business operations, ensuring compliance and smooth branch...

This position is responsible for managing Customer Service and Operations for Kolkata location. Candidate will be expected to manage Customer Service and Branch Operations and maximize Customer Satisfaction and managing relationships.

Job Description Job Description o Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals o Maximize sales...

Job Description Job Description Key Objective of the Job: . Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. . Proactively understanding customer needs and cross- selling multiple products as per the requirements . Should adhere to all policies and guidelines for updating leads as well as...