Mutual Funds sales-In leading AMC

Opportunity for Lead Mutual Fund Audit with an Leading AMC for PrabhadeviPurpose of this role is to develop and manage execution of the Audit Strategy and Plan for Mutual Fund business covering all areas across products, sales and distribution, investments, fund accounting and custodial services, risk management, compliance and other corporate / control...

Understand Clients Investments needs. - To generate fresh leads and acquire clients through reference to shore up the clientele. - To achieve sales and revenue targets spread across product mix. - To achieve the business targets assigned in terms of up selling AMC Mutual Fund Products enhancing and upgrading the Client Net worth. - One point of contact for...

About UsWe are a leading player in the mutual fund industry, with a rich heritage spanning over four decades. Our mission is to provide our investors with top-notch services while generating competitive returns across various product categories.The Role We Are Hiring ForAt our organization, we are seeking a seasoned Relationship Manager to join our retail...

Hi.Openings in Leading AMC Company,Job description (Direct Channel - B2C)- Hni / Retail ClientsTo promote all the product line of Mutual Fund FOR HNI CLIENTTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleRM Mutual Fund Sales Customer Engagement (HNI Clients)To up sell...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

Experience & Qualification:Years of work experience required : more then 2 years.Qualification : GraduateJob Location - ThaneRole of Responsibilities:Manage end-to-end mutual fund transaction son BSE STAR MF platform.Place financial and non-financial transaction order CAMS, KFintech, and respective AMC websites.Monitor and track mutual fund transactions for...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. **Responsible for Transaction (Online MF) processing**: -...

As part of this role, you will be part of core operations team, responsible for managing daily mutual fund operations activity and make recommendations about enhancing operations process. You will be coordinating with various entities like RTA, Payment Gateway, AMC and Clients for query resolution. Responsible for Transaction (Online MF) processing: Order...

**Knowledge Required**: - Knowledge of platforms like Investwell Mint, CAMS edge 360, K-Fintech - Domain Knowledge - MS Office - Execute client proposals with precision and professionalism, ensuring a seamless and satisfactory client experience. - Collaborate closely with the team to support the continuous updating and enhancement of mutual fund processes...

Job Title: Compliance Officer - Mutual Fund Compliance Location**:Mumbai (on-site: Andheri/Belapur)** Experience**:3+ years in Mutual Fund compliance** Job Summary: We are currently looking for compliance professionals with a graduation degree **from AMC, financial or NBFC industry **with **minimum 3 years of experience in Mutual Fund compliance.** Roles...