Mutual Funds Manager

As a field based professional you will be responsible for promoting and selling Mutual Fund product directly to client.Develop and manage mutual fund portfolio to maximize return while managing risk.Ensure all MF operation comply with SEBI regulation

Key Responsibilities:Develop and maintain strong relationships with new and existing clients investing in mutual funds.Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.Provide personalized financial advice based on clients goals, risk appetite, and investment...

Company DescriptionSaumit House is one of India's most reliable investment advisory firms, providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, Saumit ensures financial security by protecting assets. Trusted by thousands and backed by leading insurers, we...

Role & responsibilitiesProcess MF transactions purchase, redemption, SIP, STP, SWP, switches, etc.Operate MF platforms like BSE Star MF / NSE NMF II.Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.Handle KYC, FATCA & compliance documentation.Maintain accurate transaction records & client portfolios.Prepare MIS reports, capital gains...

Job Details-Job Title: Unit Manager  RecruitmentJob Timing for this position: 10:00 AM to 7:00 PMJob Description-Contacting individuals who have shown interest in becoming a Mutual Fund Distributor.Conducting video presentations of our Business Opportunity Program (BOP).Explaining the prospective business of Mutual Fund Distribution.Enrolling convinced...

1) Client Acquisition for Investment Products as per the target Equity, Mutual Funds, AIF, PMS, derivatives; etc 2) Brokerage generation as per the target 3) Hand holding of clients during initial phases 4) Handle sales promotion activities from time to time 5) Prepare and submit required reports from time to time6) To achieve Sales team target from time to...

Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs.25Lac and above.Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

Role DescriptionClient Acquisition & OutreachMeeting CoordinationInvestor Engagement & Relationship ManagementPortfolio Monitoring & Health ChecksReporting & DocumentationMarket & Product Awareness7 Equity ResearchQualificationsBachelor's degree in Finance, Business Administration, Economics, Commerce, or related fieldStrong English communication skills –...

Required Skills:Strong communication, negotiation, and interpersonal abilitiesKnowledge of financial products – especially Home Loan, Mutual Funds, and InsuranceOffline marketing and fieldwork experienceWorking knowledge of CRM and MS Office

Job DescriptionEnsure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining MF Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly target for recruitment...