Mutual Fund Sales Person

We are currently requiring a Field Executive to support our insurance and mutual fund business. The candidate will play a crucial role in handling field visits, client coordination, and on-ground support to our retail shop partners.Responsibilities:Client Servicing & Follow-upsVisit customers for insurance policy payment collection, document pick-up, or...

Job DescriptionJob DescriptionTo drive sales and ensure business targets are achievedo 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...

About LXMELXME is Indias first financial platform dedicated to women, focused on empowering them to take charge of their money. Through our women-oriented programs, we provide simple, effective, and reliable investment options like Mutual Funds designed to help women achieve their financial goals.Role OverviewWe are seeking a dynamic and result-oriented...

Urgent Hiring for a **leading company in Broking Industry!** Relevant Experience - **Min 1 year** **REQUIRED QUALIFICATIONS: Graduate** **Job Location - Jodhpur** **MAIN RESPONSIBILITIES**: OPENING OF **DEMAT ACCOUNT HAND HOLDING TO NEW CUSTOMERS** TO OPEN **DEMAT ACCOUNT AS PER TARGET** TO DO **BROKERAGE AS PER TARGET** TO DO **MUTUAL FUND AS...

Job DescriptionJob DescriptionJob Summary:The Collection Officer - Recovery Pool - 1171+ DPD is responsible for managing and recovering severely delinquent accounts (1171 days past due and beyond). The role involves direct interaction with customers, legal follow-ups, asset tracing, and coordination with legal and repossession teams to maximize...

This position is responsible for managing Customer Service Operations at Jodhpur location.

Job Title: Fund Accounting Team LeadThis is an exciting opportunity to take on a leadership role in our Fund Accounting team. As a Fund Accounting Team Lead, you will be responsible for ensuring the delivery of accurate and timely NAVs while performing various types of reconciliation between client's general ledger data and market data providers.The ideal...

Job DescriptionWe are seeking an experienced professional to lead our UHNWI and HNWI Distribution Team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs) by offering wealth management solutions.Key Responsibilities:Client Acquisition & Business...

Investment Analysis SpecialistJob Description:We are seeking a highly analytical and detail-oriented professional with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.The candidate will play a key role in analyzing client portfolios,...

Job DescriptionWe are seeking a seasoned Relationship Manager to join our team. The successful candidate will be responsible for developing and maintaining strong relationships with clients, understanding their financial goals and providing tailored investment solutions.The ideal candidate will have a proven track record of building and maintaining strong...