Sales (Mutual funds)

Job Title: Client Relationship Manager – Mutual FundsJob Description:We are seeking a responsible and experienced Client Relationship Manager with a strong background in mutual funds to join our team. The ideal candidate will have a deep understanding of clients' business objectives and challenges, and provide strategic, data-driven recommendations. You...

Responsibilities:* Generate leads and close deals* Manage existing client relationships* Meet sales targets* Maintain customer satisfaction* Collaborate with investment team*Knowledge about mutual funds is mandatoryHealth insuranceAnnual bonus

Job description1. Client Advise and support like purchase, redemption etc for clients2. 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 schemesRequired Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good...

Role DescriptionThis 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-Managing mutual fund portfolios.Handle all back office activities including purchase redemption both online & offlineReview Client's Mutual Fund Portfolio.4.Update &...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

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...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

Convert leads into successful sales.Follow up with customersCold call leads, close dealsMeet sales targets through telesalesAdhere to company policies & proceduresProvide product knowledge on loansProvident fund

Responsibilities:* Manage online product listings & catalogs in Amazon, Flipkart etc.* Optimize e-commerce marketing strategies* Collaborate with GEM portal team on promotions* Process orders efficiently* Track sales through digital channelsHealth insuranceAnnual bonusProvident fund

Salary offered: 24, ,000 in-handJob Summary:We are seeking a detail-oriented and diligent Operations Executive to join our Mutual Funds Operations team. The ideal candidate will be responsible for ensuring the smooth and accurate processing of mutual fund transactions, maintaining records, reconciling accounts, and supporting compliance and reporting...