Mutual Fund

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

Designation - Mutual Fund Executive Responsibility - 1. Investments form filling (KYCform/SIP/transmission/Updation form etc.) 2. Manage operation related to the sub broker company. 3. Knowledge of NSE\BSE Portal. 4. Clients handling/follow-up with the client regarding theirinvestment or monthly installment pending etc. 5. Documents management (KYC...

Urgent Hiring for the position of Executive/Sr. Executive in Mutual Fund department. (Mutual Funds Experience required) - *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...

We’re Hiring! Join MLAM INVESTECH We’re looking for an experienced Mutual Fund Operations Executive & Equity Dealer to join our growing team. Role: Mutual Fund Operations Executive & Equity Dealer (ODIN Terminal) Experience: 1-2 years in equity dealing and mutual fund operations Location: Malviya Nagar, New Delhi What You’ll Do: - Execute equity...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

Actively aware of the market trends, key economic factors, and performance of different funds over time as a part of Research and market analysis - Strong foundation in financial modelling and valuation - Client - Manager relationship building by good communication skills and providing adequate support to the client - Investment Strategy Development as per...

Key Responsibilities: Develop and implement investment strategies for mutual funds. Analyze market trends and economic data to inform decisions. Select appropriate assets to meet fund objectives. Monitor and adjust portfolios to optimize returns and manage risk. Communicate fund performance to stakeholders. Qualifications: Bachelors degree in Finance,...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

**Knowledge Required**: - Knowledge of platforms like Investwell Mint, CAMS edge 360, K-Fintech - Domain Knowledge - MS Office - Execute client proposals with precision and professionalism, ensuring a seamless and satisfactory client experience. - Collaborate closely with the team to support the continuous updating and enhancement of mutual fund processes...