Executive- Mutual Funds

**Role Description** This is a full-time on-site role for a Document Executive located in the Greater Kolkata Area. The Document Executive will be responsible for visiting clients and various mutual funds offices located in Kolkata. Maintaining and organizing documents related to mutual funds, coordinating with various departments, and managing the...

**Roles and Responsibilities** - Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. - Connect with customers/Leads and convert them into Mutual Fund investment. - Explain them various financial products and solve their queries on immediate basis. - Update database on immediate basis - Achieve...

Company Overview Manu Stock Broking Pvt. Ltd. is a prominent financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency on major exchanges like the Bombay Stock Exchange and National Stock Exchange. Our firm is committed to offering fast, reliable trading services and...

**Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

Are you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...

**Roles and Responsibilities** **Responsibilities**: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms...

**Job description**: **Job Category**:Mutual Fund Distribution **Job Type**:Full Time **Job Location**:Kolkata **Job Qualification**:Graduate NISM V certification is desirable but not mandatory **Salary**:₹ 1.8 Lacs - ₹ 3 Lacs PA **Position Required**:10 **Other Benefit**:Incentive Mobile & internet bill Paid time off Performance Linked Bonus

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 1 to 3 yrs. Key skill - Processing Mutual Fund, Bonds etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata - 700091, West Bengal: Reliably...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds,NSE & BSE etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal:...

RM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA **Responsibilities**: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to...