Mutual Funds Executive

Understand Clients Investments needs. - 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 of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...

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...

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 Back Office 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...

Job Summary**:MUTUAL FUNDS BACK OFFICE EXECUTIVE LOCATED IN NEW DELHI.** **Assist in the preparation of regularly scheduled reports.** **Develop and maintain a filing system for important documents and contracts.** - **Respond to customer queries in a timely and effective manner. *Perform other administrative duties as assigned.** Requirements**:Graduate...

About UsBull Bear Cubs is one of India's fastest-growing financial education and investment platforms, with a community of 1,00,000+ learners guided by experienced market mentors.We empower individuals to achieve financial independence through education, investment, and advisory services. As part of our expansion, we're building a strong team for Mutual Fund...

HIRING FOR Business Development ExecutiveLocation-Andheri East, MumbaiCTC- Upto 4 LPA +IncentiveExperience - Min6 months to 2 yearsrequired in Mutual Funds salesJob Description:We are seeking a dynamic Business development Executive to support and manage our network of Direct Selling Agents (DSAs) engaged in mutual fund & other wealth distribution. The ideal...

**Position: Mutual fund operations** Experience: 6 Months - 2 years Salary CTC: 15k to 20k Max per month Location: Mumbai Education: Graduate Key pointers: smart, good understanding on BSC Software, good communication, customer query handling Industry preference: someone coming from Mutual fund distributor, AMC **Salary**: From ₹15,000.00 per...

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**: -...

HIRING FOR Business Development ExecutiveLocation -Andheri East, MumbaiCTC - Upto 4 LPA +IncentiveExperience - Min 6 months to 2 years required in Mutual Funds salesJob Description: We are seeking a dynamic Business development Executiveto support and manage our network of Direct Selling Agents (DSAs) engagedin mutual fund & other wealth distribution. The...