Sales Executive Mutual Funds

**Job Summary**: We are seeking enthusiastic and self-motivated individuals to join our Mutual Fund team. As a Mutual Fund Executive, you will assist clients in making informed investment decisions, building financial portfolios, and achieving their long-term financial goals. **Key Responsibilities**: - Understand clients’ financial needs and risk...

Relationship Manager – Mutual Fund SalesLocation: Bhawanipur (Kolkata Department: Sales | Industry: Financial Services / Investment AdvisoryExperience: 06-Months to 3 YearsEmployment Type: Full-timeAbout the Role:We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate...

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**: - **Client Operations Management**: Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance. - **Issue Resolution**: Identify, diagnose, and resolve client-facing operational and technical issues...

**Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...

Position - AVP Mutual Fund - Investment Product / Kolkata.Role & Responsibility1. Lead and support a team of 50 professionals across seven branches and three growth locations with a focus on fostering collaboration, operational efficiency, and consistent regional growth.2. Oversee day-to-day business operations, ensuring compliance and smooth branch...

Job Description: Key Responsibilities1. Advising clients with regards to their Investments in Mutual Fund & Insurance product Market,2. Building relationships with the client & educating them about Investments3. Accelerating client base.To promote all the product line of Mutual Fund & Insurance.To up sell Mutual Fund & Insurance products to  ClientsTo...

Job Title:Business Development ExecutiveDepartment:Mutual FundJob Overview:The Business Development Executive will be responsible for the distribution of mutual funds and bonds. The role involves building and maintaining strong relationships with clients, identifying new business opportunities, and ensuring the achievement of sales targets.Key...

DescriptionRequire a candidate with atleast 6-7 years of relevant experience.Work closely with middle management team of Partners for day-to-day business related activities like scheduling big day drives, RnR programmers, claims settlement tracking, policy cancellation refunds etc. Identify and nurture talents within the team and make them ready for career...

Location - Kolkata. Outside Kolkata residing people are requested not to apply. - 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 Mutul Fund, Bonds etc Location - Kolkata Salary - Rs. 14,000 per...