3 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
1.50 LPA TO 2.40 LPA
Role: Relationship Executive-Voice Process About Us: The company with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX, NCDEX, and MSEI. We are also a registered depository participant with CDSL and NSDL, a SEBI-recognized Research Analyst, and an AMFI certified mutual fund ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 8.00 LPA
POSITION: Manager/Deputy Manager – Distributor Operations
Reports to (Position): VP – Operations
Position Purpose: To support the Brokerage/Distributor operations services activity of the India Mutual Fund business.
Principal Accountabilities: Executing the Distributor operations activities for the Mutual Fund Knowledge of SEBI/AMFI regulations/guidelines
Ensure proper implementation of the brokerage structure in line with the regulations
Ensure brokerage structures are provided to ...
1 Opening(s)
10.0 Year(s) To 12.0 Year(s)
15.00 LPA TO 18.00 LPA
Job Description:
Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has in-depth knowledge ofthe mutual fund industry, experience in managing client portfolios, and the ambition to eventuallystart their own broking firm. The ideal candidate will play a crucial role in building our firm,managing client relationships, and contributing ...