Mutual Fund Sales Executive

2 days ago

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 times.
- Maintain a strong communication channel with clients and assist with SIP schemes and portfolio management.
- Demonstrate familiarity with capital market concepts, procedures, and regulatory frameworks.
- Maintain a working knowledge of MS Office, particularly Excel.
- Responsible for acquiring new client relationships and managing/retaining them by delivering the highest standards of service.
- Study and analyze fund histories to offer insights and recommendations to clients.

**Requirements**:

- Strong communication skills.
- Proficiency in MS Office, especially Excel.
- Experience in mutual fund processing and client service.

Job Details:
, Onsite
- Work Days: Monday to Saturday
- Pay: ₹15,000.00 - ₹20,000.00 per month
- Location: In person

**Benefits**:

- Provident Fund

Schedule:

- Day shift

**Experience**:

- Experience is not mandatory.

For any further inquiries, feel free to contact us.

Work Location: In person

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

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