Sales Personnel Mutual Fund Distribution

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

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...

Job descriptionDear Candidate,We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.Interested Candidates, can share resume to whatsapp / in mail - Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

Financial Sales Professional OpportunityWe seek a skilled and driven Financial Sales / Client Relationship Manager to spearhead client acquisition and foster long-term partnerships. The ideal candidate will possess in-depth knowledge of mutual fund products and a passion for delivering exceptional client service while consistently achieving sales objectives.

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,...

Designation - Mutual Fund Executive Responsibility - 1. Investments form filling (KYCform/SIP/transmission/Updation form etc.) 2. Manage operation related to the sub broker company. 3. Knowledge of NSE\BSE Portal. 4. Clients handling/follow-up with the client regarding theirinvestment or monthly installment pending etc. 5. Documents management (KYC...

**Handling the day to day branch operations including front desk & back end activities.** - Coordination with CAMS for accurate processing & timely payouts while keeping regulations & compliance in place. - Overall management of service & coordination amongst the sales and distributor who drive the business. - Co-ordination with the internal stake holders...

**Knowledge Required**: - Knowledge of platforms like Investwell Mint, CAMS edge 360, K-Fintech - Domain Knowledge - MS Office - Execute client proposals with precision and professionalism, ensuring a seamless and satisfactory client experience. - Collaborate closely with the team to support the continuous updating and enhancement of mutual fund processes...