Mutual Fund Executive

**Job description** Job Description - Mutual Fund Operations Executive at VALUEARC VALUEARC is a boutique Wealth Management and Investment Advisory Firm, that works towards providing our customers with unparalleled solutions. As an Operations Executive, you will play a vital role in ensuring the smooth functioning of business activities and promoting...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Job descriptionAbout the Role:We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.Key...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,General & Health Insurance. Maintaining existing/new clients for improving our marketshare. Required Candidate profileMust have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds &...

Job Description Experience: 3+ years (Fintech only) Location: Gurugram, Haryana Job Type: Full-Time Education: Any Graduate Working Mode 6 days Working Hours -10AM -7PM Domain- BFSI (good to have) About the Role We are looking for a Finance Content Writer who can craft compelling and engaging content for fintech audiences. The ideal candidate will have...

Job Description Job Title; Sales Team Lead Experience; 4-5 years Job Location: Gurgaon Immediate Joiner Mon - Sat working Education Qualification:Graduate and above Kindly share your resume at [Confidential Information] Role & Responsibility: - Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month. Along...

Job Description FINANCE CONTENT WRITER Experience: 3+ years (Fintech only) Location: Gurugram, Haryana Job Type: Full-Time Education: Any Graduate Working Mode 6 days Working Hours -10AM -7PM Domain- BFSI (good to have) About the Role We are looking for a Finance Content Writer who can craft compelling and engaging content for fintech audiences. The ideal...

Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...

Role Description: The Dealing Officer is responsible for order execution management of both mutual fund and ETIs orders as well as resolving any issues raised by clients across the FNZ platforms whilst and adhering to the key regulatory and process requirements of FNZ. Role Responsibilities: - Mutual fund order placement; Place mutual fund orders...