Mutual Funds Executive

This is a full-time on-site role for a Mutual Fund Representative at eNROUTE Investments in Ahmedabad. The Mutual Fund Representative will be responsible for providing customer service, managing portfolios, and handling investments in mutual funds. **Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹20,000.00 per month Schedule: - Day...

Job Title: Research Analyst – Mutual FundsLocation: Ahmedabad Department: Wealth Management Reports To: Senior Vice President Job Summary: We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds...

Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients and the fund house/ broker/ insurer/ AMC’s...

**6. Key Responsibilities**: - **A. Financial Planning & Advisory**: - Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. - Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. -...

**Job Title -** Operations Executive (Mutual Funds) **Reporting to -** Operations Head **Location -** Satellite Road Ahmedabad **Responsibilities**: **1. Process Management**: Oversee and optimize operational processes to enhance productivity and efficiency. **2. Vendor Relations**: Manage relationships with vendors, negotiate contracts, and ensure...

About the RoleWe are seeking a dynamic and strategic professional to lead the end-to-end lifecycle of mutual fund products. The role requires strong expertise in product management, regulatory compliance, sales strategy, and distribution management within the asset management industry.Key Responsibilities- Lead the conceptualization, design, regulatory...

**Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹12,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - Mutual Fund Industry: 1 year (preferred) Work Location: In person

Role & responsibilitiesRoles and ResponsibilitiesTo promote all the product line of Mutual Fund/Financial AssetsTo up sell Mutual Fund products (B2B sales)To generate fresh leads and acquire clients through reference to shore up the clienteleAcquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client...

This is regarding a Job Opportunity for leading BankDesignation- Product Manager- Investment Product Distribution- Mutual FundsExperience- 5-10 YearsLocation- Gandhinagar, GujaratKey Responsibilities:Evaluate and onboard investment products across Mutual Funds, Insurance, AIFs, and PMS by engaging with AMCs/Fund Houses.Conduct product due diligence, prepare...

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...