Mutual Fund Executive

2 days ago


Chandigarh, India Tiger Wealth Private Limited Full time

**TIGER WEALTH PRIVATE LIMITED**
SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009

**Job Description: Service Executive - Mutual Fund**

Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh

Assets under Management - over Rs 100 Crores

**JOB DETAILS**

1 Location of Job Sector 9-D, Chandigarh

2 Qualification B. Com or MBA

3 Experience Minimum 1-3 Years

===========================================

4 Job Requirements

1). Update Records

2). Handle Client queries

3). Client Interaction

4). Fill up Forms

5). Update Portfolio to Clients

6). Prepare Return Chart of Mutual Funds for Clients

7). Well versed with MS Word, Excel, Powerpoint, Google Sheets, Google Calendar, Gmail Timings

==========================================================

5 Type of Job: Operations Job

6 Timings: Monday - Saturday 09:00 AM to 06:00 PM, 2nd and 4th Saturdays Off

7 Attire Weekdays Formal Attire, Saturdays Casual Attire

8 Reporting Structure: To Office Manager

9 Leave Policy One leave per month on Approval Basis

**Job Types**: Full-time, Regular / Permanent

**Salary**: Up to ₹20,000.00 per month

Schedule:

- Day shift

COVID-19 considerations:
Not anymore..

Ability to commute/relocate:

- Sector 9-D,, Chandigarh - 160009, Chandigarh: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (required)
- Financial services: 1 year (required)


  • Mutual Fund Advisor

    3 days ago


    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Job Title: Mutual Fund Executive / Advisor – ExperiencedLocation: ChandigarhJob Type: Full-Time | PermanentSalary: ₹20,000 – ₹30,000 per month (Based on experience)About the CompanyDR. Shares and Stock Brokers is a growing financial services firm offering investment and stock market solutions. We are expanding our Mutual Fund Team and looking for...

  • Mutual Fund Advisor

    1 week ago


    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    Job Title: Mutual Fund Advisor – Mutual Fund DepartmentSalary: ₹30,000 – ₹40,000 per month (negotiable for the right candidate)Location: ChandigarhCompany: D.R. Shares & Stock Brokers Pvt. Ltd.Job Type: Full-Time | On-siteExperience: 1–2 Years (AMC/Mutual Fund Industry Preferred)Job Overview:D.R. Shares & Stock Brokers Pvt. Ltd. is expanding its...

  • Mutual Fund Executive

    2 weeks ago


    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB PARTICULARS/ DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2...


  • Chandigarh, India Integgral Corporate Service Full time

    We need Operation Executive for Chandigarh location who is having good experience in BFSI sector, Mutual Fund, Stock market & investment banking. - Bachelor's degree in Finance, Business, Economics, or a related field. - work experience: 2 - 3 years (required) - Previous experience in mutual fund operations, fund accounting, or investment operations is...

  • Operations Executive

    2 weeks ago


    Chandigarh, Chandigarh, India Tiger Wealth Private Limited Full time

    **Tiger Wealth Private Limited** is a boutique Wealth Management company and has been in the Investment Solutions and Financial services business since 2008, for over 15 years. We enjoy the trust of over 3000 clients including over 500 High Net Worth Individuals (HNIs), Corporates, Salaried Employees, Families and NRIs who have entrusted to us total assets...

  • Finance Executive

    6 days ago


    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 1,80,000 - ₹ 2,64,000 per year

    Job Title: Finance Executive – Mutual Fund TeamLocation: ChandigarhJob Type: Full-Time | PermanentSalary: ₹15,000 – ₹22,000 per monthExperience: Freshers WelcomeAbout the CompanyDR. Shares and Stock Brokers is a growing financial services firm offering stock market and investment solutions. We are expanding our Mutual Fund Team and looking for a...


  • Chandigarh, India MoSahay Associate Full time

    **Job Summary**:As a Unit Manager for Mutual Funds, you will be responsible for overseeing the sales, distribution, and performance of mutual funds within your assigned region. You will lead a team of mutual fund sales representatives, providing guidance, training, and support to achieve sales targets and ensure superior customer...

  • Sales Manager

    4 weeks ago


    Chandigarh, India Tata Mutual Fund Full time

    Job Description Job Description o Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for retail loan product so as to ensure repeat business or referrals o Maximize sales...


  • Chandigarh, Chandigarh, India Tiger Investments Full time

    **Job description** Demonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Min 1 - 3 years experience in the BFSI sector. In-depth knowledge of mutual funds, stock...


  • Chandigarh, India SoftPath Consulting Full time

    _**Job opening with India's leading Stock Broking Company**_ Fresher/Experienced can be considered. **Designation: Sales Executive/ RM Sales** **Responsibilities**: - Openings of **Demat Accounts**: - Client Acquisition for various Financial Products as per the target - **Equity, Mutual Funds. SIP, derivatives, etc**: - **Brokerage generation **as per...