Mutual Fund sales executive

4 days ago

Aliganj Lucknow Uttar Pradesh, India Agrawal Corporate Full time

Job Description: Mutual Fund Sales Executive

Roles and Responsibilities:

  • Should be proficient in operating mutual fund panels.
  • Assist clients in making informed investment decisions and planning.
  • Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.
  • Update KYC details and assist clients with any mutual fund-related inquiries.
  • Manage all mutual fund requests such as Switch, SIP, Redemption, STP, SWP, and process transactions through NSE/BSE/MINT/CAMS/KFINTECH/MFU for various applications like SIP, STP, SWP, NCT, purchase, and redemption.
  • Handle bulk transaction requests and ensure processing before cut-off times.
  • Provide excellent client services by addressing customer queries via email, letters, or walk-ins.
  • Maintain a strong communication channel with clients and assist with SIP schemes and portfolio management.
  • Demonstrate familiarity with capital market concepts, procedures, and regulatory frameworks.
  • Maintain a working knowledge of MS Office, particularly Excel.
  • Responsible for acquiring new client relationships and managing/retaining them by delivering the highest standards of service.
  • Study and analyze fund histories to offer insights and recommendations to clients.

Requirements:

  • Strong communication skills.
  • Proficiency in MS Office, especially Excel.
  • Ability to resolve queries related to mutual funds through multiple communication channels (email, phone).
  • Experience in mutual fund processing and client service.

Job Details:

  • Job Type: Full-time, Onsite
  • Work Days: Monday to Saturday
  • Contact: |
  • Pay: ₹15, ₹20,000.00 per month
  • Location: In person

Benefits:

  • Provident Fund

Schedule:

  • Day shift

Experience:

  • Total work experience: 1 year (Preferred)

For any further inquiries, feel free to contact us.

Job Type: Full-time

Work Location: In person

Job Type: Full-time

Pay: ₹15, ₹20,000.00 per month

Work Location: In person

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