Mutual Fund Executive
13 hours ago
**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 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**:
- **Job Type**: Full-time, 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**:
- Total work experience: 1 year (preferred)
For any further inquiries, feel free to contact us.
Pay: ₹15,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
-
Mutual fund executive
4 days ago
Aliganj , Lucknow, Uttar Pradesh, India Agrawal Corporate Full time ₹ 1,80,000 - ₹ 2,40,000 per yearJob 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...
-
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...
-
Mutual Fund Advisor
4 days 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...
-
Mutual Fund Advisor
13 hours 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...
-
Mutual Fund Executive
6 days ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...
-
Mutual Fund
13 hours ago
Noida, Uttar Pradesh, India Whitefield careers Full timeService related to mutual funds and co ordinate with various stake holders like amfi, fund houses and clients. **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 per month Schedule: - Day shift **Experience**: - total work: 2 years (preferred) - Mutual fund Industry: 2 years (preferred) Work Location: In person
-
Mutual Fund
13 hours ago
Ghaziabad, Uttar Pradesh, India Myra and company Full timeHandling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹18,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental Pay: - Performance bonus **Experience**: - mutual fund operations: 1 year (preferred)
-
Mutual Fund Advisor
2 weeks ago
Lucknow, Uttar Pradesh, India Finowings Training Academy Pvt.Ltd Full time**Job Title**: Mutual Fund Advisor (sales) **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
1 week ago
Mahanagar, Lucknow, Uttar Pradesh, India Pravdaa people Pvt Ltd Full timeHii We are Looking for Mutual Fund adviser Job Location - Mahanagar Lucknow CTC upto 2.50 LPA Shift Time 9:30 am to 7:30PM **Job Types**: Full-time, Permanent Pay: From ₹20,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9305142697
-
Sales - Mutual Funds
4 days ago
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,...