Mutual Fund Executive

**Job Summary.** We are looking for an Mutual Funds Executive for our company SG Gurukul. We wanted to hire a responsible, sensible and trustable Executive. Who always understand the roles and responsibility of an executive and have a talent to do the work with the flow of enthusiasm. And have a friendly behavior with customers and coworkers and create a...

**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...

**About the Role**: **Key Responsibilities**: - Identify and connect with prospective mutual fund investors - Educate clients on mutual fund products, benefits, and investment strategies - Generate leads through networking, cold calling, and referrals - Engage in canvassing and follow-ups to convert leads into clients - Build and maintain long-term client...

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...

•Review of Financial Statements for Investment companies such as Hedge Funds and Mutual Funds, prepared in accordance with various GAAPs.•Should manage and monitor the team and ensure highest level of quality. Required Candidate profile•Responsible for ensuring that the work allotted to the team is delivered with the highest level of quality within...

Job DescriptionJob Description. To manage the valuations and collateral risk of retail mortgage business, technical audits and setting up standard processes. Monitor the technical evaluation process in the area/region., team handling, valuation of APF projects, and validation of valuation report beyond prescribed loan limit.Core Responsibilities:o Identify &...

Pay: From ₹25,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Work Location: In person

Job Description Job Description . To manage the valuations and collateral risk of retail mortgage business, technical audits and setting up standard processes . Monitor the technical evaluation process in the area/region., team handling, valuation of APF projects, and validation of valuation report beyond prescribed loan limit. Core Responsibilities: o...

Job Description Job Description 1. Maximize sales through a dealer network and channel relationships to ensure strong business 2. Aggressively drive the sales numbers and achieve the business targets for Retail loan products and through cross selling while continuing to enhance and upgrade the client relationships. 3. Retain and expand the company's base...

Process insurance and mutual fund applications and manage related paperworkMaintain client records and update them as requiredHandle client queries related to insurance and mutual fund products, FDs, bonds etc.Follow up with clients and insurance/mutual fund companies on pending applications and issuesCoordinate with the sales team to ensure timely...