Mutual Fund Executive

**Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off times. - Maintain a...

**Key Responsibilities**: - Take charge and improve our Mutual Fund analysis and recommendation pages - Provide insights and recommendations and help Investment advisers/counsellors guide clients better - Write and create engaging content - Conduct webinars including interviewing Fund Managers **Academics**: Master’s Degree in Finance, Economics or...

**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

Seeking a Mutual Fund Advisor to drive sales, guide clients on investment options, achieve targets, and ensure compliance. Build strong client relationships and deliver tailored financial solutions for growth.

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

Job DescriptionJob DescriptionKey Objective of the Job:As Sales Manager, you are responsible to lead generation, good interpersonal skill, good communication skills, Liaison with other function, dealership management, assist CRE's for their daily functions.Key Deliverables:Lead generation- Ensure necessary leads are generated through CRE's and channel...

**Function**: Back office operations - Mutual funds **Location**: Lucknow **Description**: - Handling the overall operational work. - Transaction processing, Scrutiny, Uploading queries, branch petty cash, Vendor bills, Utility bills, Support staff leave, Conveyance, Attendance. - Should have basic knowledge of financial products like Mutual...

Key Business Opportunities ExecutiveThe role of a Key Business Opportunities Executive is to identify and establish strategic relationships with potential partners to drive growth and revenue.Develop and execute plans to generate leads and establish contact with key business stakeholders, including Mutual Fund Distributors, Income Tax Professionals, and...