Mutual Fund

Handling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹18,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental Pay: - Performance bonus **Experience**: - mutual fund operations: 1 year (preferred)

**Job Title**: Sales - Mutual Funds **Responsibilities** - Engage in meaningful dialogue with clients to understand their business goals and **provide mutual funds advisory.**: - Present tailored value propositions to sales leads and existing customers - Prospect for new business opportunities and successfully close sales - Maintain a consistent, reliable,...

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...

**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...

**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 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 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...

**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...

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...

Job Title: Mutual Fund ExecutiveJob Type: Full-time, OnsiteWork Days: Monday to SaturdayLocation: In person (Lucknow)Salary: ₹15,000 – ₹20,000 per monthContact: | Benefits: Provident FundKey ResponsibilitiesOperate mutual fund panels and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via NSE/BSE/MINT/CAMS/KFintech/MFU.Assist...