mutual fund coordinator

**Key Responsibilities**: - **Client Operations Management**: Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance. - **Issue Resolution**: Identify, diagnose, and resolve client-facing operational and technical issues...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

Insurance and Mutual Fund Advisor*Job Summary:*We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.*Key Responsibilities:** Advise clients on Life Insurance, General...

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

**Key Responsibilities**: - Process and verify mutual fund transactions including purchases, redemptions, switches, and SIP registrations. - Review and validate KYC documentation in line with SEBI/AMFI guidelines. - Maintain accurate records of client documentation and ensure timely data entry in CRM and fund platforms. - Provide operational support to...

**BACKEND CO-ORDINATOR** **MALE / FEMALE (AGE - 38 - 45 YEARS) EXPERIENCED** CANDIDATE WHO HAS PRIOR EXPERIENCE IN BACKEND COORDINATION / SALES/ CRM JOB ROLE **ANY GRADUATE + WITH GOOD COMMUNICATION **SKILLS **IN HINDI + ENGLISH** **COMPANY PROFILE - MANUFACTURING** **JOB ROLE**: - **Manage office inventory.**: - **Answer phone calls and provide...

Relationship Manager – Mutual Fund SalesLocation: Bhawanipur (Kolkata Department: Sales | Industry: Financial Services / Investment AdvisoryExperience: 06-Months to 3 YearsEmployment Type: Full-timeAbout the Role:We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate...

We are looking for an equity dealer with an knowledge of stock market and mutual fund. **Job Types**: Full-time, Permanent, Fresher Pay: ₹11,000.00 - ₹15,000.00 per month Supplemental Pay: - Commission pay - Yearly bonus **Experience**: - total work: 1 year (preferred) Work Location: In person

Key Responsibilities:Sales and Service CoordinationSupport the Rescue team, client communication, scheduling, and reporting.Coordinate customer service activities, ensuring timely and effective resolution of client issues and team coordination.Maintain accurate all records, client data and documentation.Act as a liaison between customers and internal...

Company OverviewManu Stock Broking Pvt. Ltd. is a prominent financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency on major exchanges like the Bombay Stock Exchange and National Stock Exchange. Our firm is committed to offering fast, reliable trading services and...