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...

**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...

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...

**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...

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...

**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...

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**: -...