
Mutual Fund Executive
7 days ago
Role & responsibilities
- Identify and generate new sales opportunities through cold calling, networking, and referrals.
- Understand client needs and recommend suitable financial products (e.g. Mutual Fund)
- Develop and maintain long-term relationships with clients to drive customer loyalty.
- Meet or exceed monthly and quarterly sales targets.
- Maintain a strong understanding of company products, policies, and industry trends.
- Maintain accurate records of sales activities and client interactions using CRM software
Preferred candidate profile
-
Mutual Fund Operations Executive
7 days ago
Mumbai, Maharashtra, India Talent Corner Hr Services Full time ₹ 1,50,000 - ₹ 28,00,000 per yearUrgently require Mutual Fund Operations Executive @ Mulund, Mumbai.Execute mutual fund transactions, including purchases, redemptions, and exchanges, ensuring accuracy.Ensure all operational activities comply with relevant industry regulations Required Candidate profileGood Communication SkillPrior experience in mutual fund operationsKnowledge of MS Office
-
mutual fund operation
2 weeks ago
Mumbai, Maharashtra, India Primestar Investments Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe are seeking a fresher or experienced professional to join our team as an Assistant Operations Manager for Primestar Investments - a boutique Mutual Fund Investment firm. The ideal candidate will be trained extensively and be responsible for all Operational aspects of the business.Key Responsibilities:• Execute online/offline Mutual Fund transactions for...
-
Mutual Fund Operation Executive
1 week ago
Mumbai, Maharashtra, India impact pvt Full time ₹ 30,00,000 per yearRole : Mutual Fund Operation ExecutiveExperience : Min 1 year of experience into Mutual Fund OperationSalary : Up to 25KEducation : GraduationNotice : Immediate to 15 DaysLocation : Boriwali, MumbaiSkills : Mutual Fund Operation, KycJob Type: Full-timePay: Up to ₹25,000.00 per monthBenefits:Provident FundWork Location: In person
-
Mutual Fund Executive
2 weeks ago
Mumbai, Maharashtra, India impact pvt Full time ₹ 88,800 - ₹ 2,40,000 per yearRole : Mutual Fund ExecutiveExperience : FresherLocation : BKC, MumbaiSalary : Up to 15KNotice : ImmediateEducation : GraduationJob Type: Full-timePay: Up to ₹15,000.00 per monthBenefits:Provident FundWork Location: In person
-
Mutual Fund Operations Executive
7 days ago
Mumbai, Maharashtra, India Growmore FInancial Services Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Description Mutual Fund Operations ExecutiveRole & Responsibilities:* Manage and oversee the day-to-day operational aspects of mutual fund transactions.* Ensure accurate and timely processing of purchase, redemptions, switches, etc.* Maintain compliance with regulatory guidelines and internal policies.* Reconcile and verify data to ensure accuracy of...
-
Mutual Fund Advisor
2 weeks ago
Mumbai, Maharashtra, India Eteam Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Description Mutual Fund Market/Service AdvisorWe are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build...
-
Mutual Fund Executive
1 week ago
Navi Mumbai, Maharashtra, India Sharekhan Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesPerforming the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA / AMC / BSE in case of any queries.Coordination with internal & external departments for solving queries.Mutual Fund Segment Activation (Demat)Reconciliation of UCC creation & Demat Transactions.Daily...
-
Mumbai, Maharashtra, India Growmore FInancial Services Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRole & responsibilitiesThis is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and...
-
Operations (mutual Fund)
2 weeks ago
Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesOperations in Mutual Fund*Job Summary:*We're seeking an experienced Operations professional to join our mutual fund organization. You'll oversee daily operations, ensuring efficient and accurate processing of transactions, reconciliations, and reporting.Key Responsibilities:- Transaction Processing: Process transactions, including...
-
r Mutual Funds Operation
3 days ago
Mumbai, Maharashtra, India Latin Manharlal Full time ₹ 9,00,000 - ₹ 12,00,000 per yearMutual Fund - OperationsMutual funds3 - 4 yearsMumbai ( Khar )About the Company:We are a fast-growing Financial Services Company headquartered in Mumbai, focused on providing innovative and customer-centric financial solutions. Our offerings span across Equity Broking, Mutual Fund, Wealth Planning and Management, Insurance. As we scale operations, we are...