Junior Executive-mutual Fund

5 days ago


Chennai Tamil Nadu, India HARITHA AUTOMATION PRIVATE LIMITED Full time

**Job description**

**Job Title: Junior Executive-Mutual Fund**

**About Us**:
We are a leading mutual fund investment firm, dedicated to helping our clients achieve their lifetime financial goals by offering tailored investment solutions from over 40 fund houses.

As a Junior Executive, you will support our clients' investment journeys by providing assistance in various aspects of mutual fund investments..

**Responsibilities**:

- Assist clients with account setup, investment queries, and documentation.
- Support senior team members in analysing client financial profiles and recommending suitable mutual fund schemes.
- Stay updated on market trends and fund performance to provide informed recommendations.
- Build and maintain strong client relationships through effective communication and proactive assistance.
- Perform administrative tasks such as data entry and record keeping to ensure smooth operations.

**Qualifications**:

- Bachelor's degree in Finance, Business Administration, Economics, or related field.
- Basic understanding of mutual fund investment principles preferred.
- Basic System Knowledge
- Ability to work well in a team and willingness to learn from experienced professionals.
- Customer-focused mind-set with a desire to help clients achieve their financial goals.

**Additional Information**:

- **Full-time**
- **Training provided to familiarize with company policies, procedures, and industry regulations.**
- **Experience -0-2 years**

Pay: ₹10,000.00 - ₹15,000.00 per month

Pay: ₹10,000.00 - ₹15,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


  • Junior Executive

    2 weeks ago


    Chennai, Tamil Nadu, India prakala wealth pvt ltd Full time

    **Job Title: Junior Executive-Mutual Fund** **About Us**: We are a leading mutual fund investment firm, dedicated to helping our clients achieve their lifetime financial goals by offering tailored investment solutions from over 40 fund houses. As a Junior Executive, you will support our clients' investment journeys by providing assistance in various...

  • Product Trainer

    7 days ago


    Chennai, Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time

    **Job Summary**: **Key Responsibilities**: - **Training Delivery**: Conduct on-the-job training sessions on various aspects of mutual funds, including product knowledge, asset classes, investment strategies, market trends, and portfolio management. - **Training Program Development**: Create, update, and refine training modules, materials, and resources...


  • Chennai, Tamil Nadu, India SHREE MUTUAL FUND SERVICES PRIVATE LIMITE Full time

    Company Description:Shree Consultants is one of South Indias leading and most successful distribution companies of various financial products.Established in 2004, we have been making significant strides in the financial services, sales, and distribution markets.We help customers make informed choices through customized advisory services and professional...


  • Bengaluru, Chennai, Hubli, India QRN Services Full time ₹ 2,50,000 - ₹ 6,50,000 per year

    Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields.Opening of Dmat Accounts Required Candidate profileManaging portfolio of clients and mutual fund sales Contact Anitha on or Email on


  • Chennai, Delhi, Mumbai, NCR, India Avani Consulting Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    Job descriptionDear Candidate,We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.Interested Candidates, can share resume to whatsapp / in mail - Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C...

  • Junior Executive

    2 weeks ago


    Chennai, Tamil Nadu, India Unidos Technology Full time

    We are looking for"Junior Executive" **Job Description**: should have PPT, excel,Word ,System Handle and customer handling exposure) fresher BE - ppt, excel, customer handling **Job Types**: Full-time, Permanent **Job Types**: Full-time, Permanent, Fresher Pay: Up to ₹15,000.00 per month **Benefits**: - Health insurance - Provident...


  • Chennai, India Sri Sayee Financial Services Full time

    Job Summary: We are seeking a reliable and detail-oriented Mutual Fund Back Office Executive to manage the operational and administrative functions supporting our mutual fund distribution and investment services. This role is essential for ensuring the smooth functioning of the day-to-day back-end activities related to mutual fund transactions,...


  • Anna Salai, Chennai, Tamil Nadu, India Winture Edtech Private Limited Full time

    Designation : Relationship Managers, Relationship Executive Salary : 13000-36000 based on your relevant skills and experience plus incentives Timing : Regular shift Location : Chennai, Bengaluru and Thanjavur Experience : Freshers and experienced can attend Skills : Superb communication skills, Comfortable making cold calls, Confident in handling...

  • Junior Executive

    7 days ago


    Kottivakkam, Chennai, Tamil Nadu, India Stedman pharmaceutical pvt Ltd Full time

    junior executive job description, begin by listing detailed duties, responsibilities and expectations. We have included junior executive job description templates that you can modify and use. Sample responsibilities for this position include: Maintain and grow business with current clients and also generate new businessDeliver sales presentations and...


  • Anna Salai, Chennai, Tamil Nadu, India Winture Edtech Private Limited Full time

    Designation : Relationship Managers, Relationship Executive Salary : 16000-37000 based on your relevant skills and experience plus incentives Timing : Regular shift Location : Chennai, Bengaluru and Thanjavur Experience : Freshers and experienced can attend Skills : Superb communication skills, Comfortable making cold calls, Confident in handling...