Mutual Fund Executive

Here’s a **simple, professional JD** version with all the **key skills included** (no emojis, no extra formatting): **DKP Recruiter team is hiring for the job Title**: Insurance and Mutual Fund Advisor I Location: CC2 (Newtown) **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and...

Looking for a Senior Marketing Person for Marketing/Sales of MUTUAL FUND Salary Negotiable Should have current knowledge of Mutual Fund Policies & Procedure Documentation Minimum 3 Years of Proven Experience needed Pay: ₹20,000.00 - ₹50,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental Pay: - Commission...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

We have urgent requirement of Mutual fund executive at our company in Kandivali west. Company Name - Virgo Funds Management Location - Kandivali west Designation - Mutual fund Executive Qualification - Graduate Salary - Negotiable (As per Company norms) Experience - 2yrs to 3yrs Roles & responsibilities: - **Fund Analysis & Research**: Conduct...

Looking for a Senior Marketing Person for Marketing/Sales of MUTUAL FUND Salary Negotiable Should have current knowledge of Mutual Fund Policies & Procedure Documentation Minimum 3 Years of Proven Experience needed Pay: ₹20,000.00 - ₹50,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission...

Insurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...

Insurance and Mutual Fund Advisor*Job Summary:*We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.*Key Responsibilities:** Advise clients on Life Insurance, General...

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...

Urgent Hiring for the position of Back Office Executive ( Mutual Fund ) Job description - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for clients...