Senior Relationship Manager Mutual Fund

Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. With a history since 2006, we offer various investment products including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures. Currently managing Crore of AUM in mutual funds, we aim to help clients achieve their financial milestones globally....

Urgent Hiring for the position of Back Office Executive ( Mutual Fund ) Job description - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with fund house RMs - Prepare Financial plans for clients...

The Relationship Manager will be responsible to maintain and expand relationship with assigned & new clients for achieving sales and profitability.Acquire new clients and Increase engagement of existing client by providing complete financial planning and wealth management solutions Conduct daily sales calling with prospects and identify their financial...

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...

Key Responsibilities: Develop and implement investment strategies for mutual funds. Analyze market trends and economic data to inform decisions. Select appropriate assets to meet fund objectives. Monitor and adjust portfolios to optimize returns and manage risk. Communicate fund performance to stakeholders. Qualifications: Bachelors degree in Finance,...

Key Responsibilities: Develop and implement investment strategies for mutual funds. Analyze market trends and economic data to inform decisions. Select appropriate assets to meet fund objectives. Monitor and adjust portfolios to optimize returns and manage risk. Communicate fund performance to stakeholders. Qualifications: Bachelors degree in...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

Manage and oversee daily operations related to mutual fund back office activities. - Managing Mutual Funds transaction processing for clients - Addressing investor queries and providing assistance as needed. - Online & Offline Form filling for various Platforms used for Investments. - Documentation for Various Investment Products like Mutual Funds, Stocks,...

Company Description mNivesh, established in 2006, is one of India's leading distributors of mutual funds, ranking among the top five in Delhi. We manage an AUM of Crore solely in mutual funds. Our product offerings include Stocks, Insurance, Fixed Deposits, Bonds, and Debentures to meet diverse investment needs. Our mission is to help clients achieve their...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: We are seeking a...