Mutual Fund Executive

**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...

**Job Description: Mutual Fund Distributor** **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...

**Job Title**:Mutual Fund Advisor** **Roles & Responsibilities**: - Provide **investment advice and financial planning** solutions to clients based on their risk appetite, goals, and market trends. - Guide clients in selecting suitable **mutual fund schemes**, asset allocation, and portfolio diversification. - Conduct regular **portfolio reviews** and...

Job Title: Mutual Fund AdvisorRoles & Responsibilities:Provide investment advice and financial planning solutions to clients based on their risk appetite, goals, and market trends.Guide clients in selecting suitable mutual fund schemes, asset allocation, and portfolio diversification.Conduct regular portfolio reviews and recommend changes to optimize...

**Role Description** This 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 - 1. Managing mutual fund portfolios. 2. Handle all back office activities including purchase redemption both online & offline 3. Review Client's Mutual Fund...

**Role Description** This 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 - 1. Managing mutual fund portfolios. 2. Handle all back office activities including purchase redemption both online & offline 3. Review Client's Mutual Fund...

**Job description**1. Client Advise and support like purchase, redemption etc for clients 2. 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 schemes NISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication,...

Hii We are Looking for Mutual Fund adviser Job Location - Mahanagar Lucknow CTC upto 2.50 LPA Shift Time 9:30 am to 7:30PM **Job Types**: Full-time, Permanent Pay: From ₹20,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9305142697

Preference Given to NISM certified Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...

**Job Title**: Mutual Fund Dealer **Experience**: 1 to 5 years **Location**: Indore **Salary**: Depending on interview assessment **Contact Person**: Ashish Mishra **Contact Number (WhatsApp)**: 8108461922 **Company Name**: Arihant Capital Markets Limited **Job Description (JD)**: We are currently seeking experienced Mutual Fund Dealers to join our team at...