205 Job openings found

Job Description for Customer Service Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with local sales team ...

Job Description for Client Services Officer - Chennai Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with ...

Job Description for Client Services Officer - Chennai Key Responsibilities: Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with ...

  Deputy Manager – Client Services Key Accountabilities: Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc. Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensure timely follow-up and closure on any pending requests for self and team Generating MIS reports for the zone and ...

Role type: Individual Contributor / People Manager Department: Risk Management Reporting to: Chief Risk Officer Location: Mumbai   Your Role (summary): To help organization in establishing, implementing and overseeing various risk management practices and policies. The candidate would be responsible for identifying and assessing risk in various functions and help establish mitigants to address these risks.   You ...

Description:   Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Essential Duties and Responsibilities:   1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.    2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...

Basic understanding of ESG terms and financial understanding  (good to have) Fetch, download sustainability report of companies. Well versed with excel. Financial / business research as background This role is for company stocks analysis. Analyst job (investment research role) For this role earlier people got deployed from Bloomberg/Morning Star/Corporates (Value serve) Min qualification should be Graduate. Exp – ...

Position Name: Manager/Deputy ManagerDepartment: Registrar and Banking Operation FORMAL EDUCATION: (minimum requirement to perform job duties)  Post Graduate, Graduate with 1-3 years of experience in Financial Service sector WORK EXPERIENCE/KNOWLEDGE:  Minimum of 1-3 years experiences in operations role Preferably from Mutual Fund or financial sector with some knowledge of Registrar, banking, depository, brokerage, KYC ...

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 and presenting them Meeting Targets and Client Retention goals. Answer clients’ questions, address concerns and resolve them as per SLAs Regularly review ...