Walk in for Mutual Funds Executive

2 days ago


Noida Uttar Pradesh, India Jain Singhal & Associates Full time

**Job description**1. Client Advise and support like purchase, redemption etc for clients
2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software.
3. Analyze past return, brokerage, expense ratios in Mutual fund schemes

NISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication, Client support & services.
Salary will be as per industry norms.**Role**:Mutual Fund Operations**Industry Type**:Financial Services (Asset Management)**Department**:BFSI, Investments & Trading**Employment Type**:Full Time, Permanent**Role Category**:Trading, Asset & Wealth Management

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person


  • Mutual fund executive

    2 weeks ago


    Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 1,80,000 - ₹ 2,40,000 per year

    Job Title: Mutual Fund ExecutiveJob Type: Full-time, OnsiteWork Days: Monday to SaturdayLocation: In person (Lucknow)Salary: ₹15,000 – ₹20,000 per monthContact: | Benefits: Provident FundKey ResponsibilitiesOperate mutual fund panels and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via NSE/BSE/MINT/CAMS/KFintech/MFU.Assist...


  • Noida, Uttar Pradesh, India Jain Singhal & Associates Full time

    **Role Description** This is a full-time on-site role for a Mutual Fund Executive at Frontline Securities limited located in Noida. The Mutual Fund Executive will be responsible for the following - 1. Managing mutual fund portfolios. 2. Handle all back office activities including purchase redemption both online & offline 3. Review Client's Mutual Fund...


  • Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 2,40,000 per year

    Job Description: Mutual Fund Sales ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...


  • Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 19,20,000 - ₹ 24,00,000 per year

    Job Description: Mutual Fund Sales ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...


  • Noida, Uttar Pradesh, India Jain Singhal & Associates Full time ₹ 3,00,000 - ₹ 4,20,000 per year

    Job description1. Client Advise and support like purchase, redemption etc for clients2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software.3. Analyze past return, brokerage, expense ratios in Mutual fund schemesRequired Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good...

  • Mutual Fund

    46 minutes ago


    Ghaziabad, Uttar Pradesh, India Myra and company Full time

    Handling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹20,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental Pay: - Performance bonus **Experience**: - mutual fund operations: 1 year (preferred)


  • Noida, Uttar Pradesh, India Wealth redefine Full time

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

  • Mutual Fund Executive

    56 minutes ago


    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...

  • Mutual Fund Advisor

    2 weeks ago


    Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    **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...


  • Aliganj , Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time

    Job Description: Mutual Fund Sales 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...