Mutual Fund Executive

Job Title- Mutual FundLocation- Noida, Sector-132Job ResponsibilitiesManage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.Handle client queries and resolve complaints related to app usage, fund performance, and service issues.Assist clients with timely renewal of policies, premium payments, and...

We are seeking a dynamic and detail-oriented Mutual Funds and Equity Operations Executive with 2–3 years of experience in Mutual Fund backend operations. The ideal candidate will possess strong knowledge of NSE NMF portal operations, KYC verification, Demat-related activities, and telesales support.Key Responsibilities: Register clients on the NSE NMF...

Location- Noida, Sector-132Job ResponsibilitiesManage and track client portfolios across mutual funds and insurance products, ensuring strong performance and alignment with client goals.Address client queries and resolve issues related to app usage, fund performance, and service concerns.Support clients with timely policy renewals, premium payments, and GST...

Job DescriptionJob DescriptionMajor Deliverables:- Handle collections for the assigned area and achieve collection targets on various parameters like resolution, flows, credit cost and roll rates (depending on the bucket)- Ensure that the NPA's are kept within assigned budget and active efforts are made to minimize it.- Increase the fee income / revenue and...

Industry Financial Services Mutual Fund Distribution Department Marketing Job Summary We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business The ideal candidate will assist in planning executing and optimizing digital campaigns aimed at increasing investor...

Job Title Executive - Digital Marketing Industry Financial Services Mutual Fund Distribution Experience 5 years Location Noida Department Marketing Employment Type Full-time About Company Bonanza Portfolio Ltd founded in 1994 and headquartered in New Delhi is a leading financial services company with a strong presence across 560 cities through...

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.ResponsibilitiesPresent...

Senior Digital Marketing ProfessionalThe Senior Digital Marketing Professional will play a pivotal role in driving the mutual fund distribution business forward by strategizing, executing, and optimizing digital campaigns to increase investor awareness, lead generation, and client engagement.

Responsibilities:* Manage HNI client portfolios through PMS* Oversee Mutual Funds sales* Drive mutual fund sales and revenue growth* Build and maintain strong relationships with clients

Job DescriptionJob Title: Virtual Relationship Manager MF/ Online Stock BrokingIndustry: Financial Services / Wealth ManagementLocation:Noida Sector 142CTC Budget Upto - 4 LPA maxDepartment: Sales / Client RelationshipReports To: Team Leader / Branch Head / Sales ManagerEmployment Type: Full-timeJob Summary:We are looking for a proactive and customer-focused...