Mutual Funds Reporter/writer

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients.ResponsibilitiesMutual funds...

Investcraft is looking for Equity & Mutual Funds consultants for Noida location.Candidates having basic understanding of Stock Markets , Mutual Funds sales & Operations are a preferred choice for this Job.Job descriptionsManage Clients PortfolioManage Online TransactionsMutual Fund KYC & OnboardingCounselling for InvestorsArrangement of Seminars on...

**Location**: NOIDA- 1- Analyzing and Advising on Mutual Fund Investment 2- Client support 3- Back office Operations 4- Coordinating with AMC's 5- NISM Advisory Module clear- Good Communication skills Should be staying in Noida and East Delhi

Job description1. Client Advise and support like purchase, redemption etc for clients2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software.3. Analyze past return, brokerage, expense ratios in Mutual fund schemesRequired Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good...

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

Role DescriptionThis is a full-time on-site role for a Mutual Fund Executive at Frontline Securities limited located in Noida. The Mutual Fund Executive will be responsible for the following-Managing mutual fund portfolios.Handle all back office activities including purchase redemption both online & offlineReview Client's Mutual Fund Portfolio.4.Update &...

Client Acquisition through leads and own sourceUnderstanding the client's financial goals and needsRecommend products according hi/her needs and risk profileCheck client's financial goals regularly and also suggest anychanges if required.Help clients to achieve his/her financial freedom.Job Types: Full-time, PermanentPay: ₹30, ₹40,000.00 per...

**Role Description** This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services**, Mutual Funds advisory**, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely...

We are seeking an experienced and dynamic Mutual Fund Sales Manager with a strong background in retail mutual fund sales and team management The ideal candidate will be responsible for driving mutual fund sales through a team of Relationship Managers Sales Executives building strong distributor and client relationships and achieving business targets in...

Achieving sales targets through acquisition of new clients and growing business from existing clients. - Connect with the customer, explain various financial products, and recommend investment options as per their profile. - New lead generation through references. - Closing the deals and documentation. - Ensuring adherence to compliance processes and...