Jobs: relationship manager mutual fund

Job Description10451Major Deliverables:- Establishing relationship with registered users- Based on the client's requirement, recommending mutual funds- Achieving sales target for mutual fund sales - SIP / Lump sum- Resolving any of the client queries- Helping the investors with mutual fund portfolio review- Connecting with clients to give regular portfolio...

Job Title: Mutual Fund Executive Location: Calicut Experience Level: 1+ Years in Mutual Fund or Related Field Salary Package: 12+ or 15+ (According to Experience) Job Description: The Mutual Fund Executive will play a critical role in assisting clients with their investment needs, particularly in the mutual fund sector. The ideal candidate should have a...

Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer...

About Quantum AMC :Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - Helping Investor in investing in Mutual Fund Schemes. - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption. - Good Communication Skill. - Maintain Portfolio of Clients, connect...

About Quantum AMC :Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer...

To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer...

To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer...

About Quantum AMC:Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

Company OverviewJK Securities Private Limited, with a two-decade track record, offers services in BSE, NSE, MCX, NCDEX, NSE F&O, NSE Currency Derivatives, and more. A Depository Participant of NDSL, active in e-Insurance, TIN/TAN Services, Mutual Fund, and IPO distribution in the Financial Services sector.Job OverviewMid-Level Sales Manager - Mutual Fund...

Company Overview JK Securities Private Limited, with a two-decade track record, offers services in BSE, NSE, MCX, NCDEX, NSE F&O, NSE Currency Derivatives, and more. A Depository Participant of NDSL, active in e-Insurance, TIN/TAN Services, Mutual Fund, and IPO distribution in the Financial Services sector. Job Overview Mid-Level Sales Manager - Mutual...

**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

About Quantum AMC:Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

About Quantum AMC:Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

About Quantum AMC : Quantum AMC is an Indian asset management company (AMC) headquartered in Mumbai, India. The Quantum story began in 1990 when our founder Ajit Dayal started the Quantum Advisors Group (the Sponsor and parent company of Quantum Asset Management Company Pvt. Ltd). Quantum Advisors is an India focused, SEBI-registered Portfolio Manager and a...

Job Title: Wealth Advisor Location: Noida, Delhi NCR PRIME FOLIOS PVT. LTD. **PFPL (Prime Folios Pvt Ltd)** is one of the leading bespoke finance and wealth management advisories. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns. JOB DESCRIPTION: The Wealth Advisor...

Designation : ND Department Mutual Fund. Job Location : Mumbai. Exp: 5 to 10 years. Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience.Responsibilities:- Responsible for all Sales & distribution for the assigned set of distributors.- Responsible for advising the...

Designation : ND Department Mutual Fund. Job Location : Mumbai. Exp: 5 to 10 years. Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience.Responsibilities:- Responsible for all Sales & distribution for the assigned set of distributors.- Responsible for advising the...