2 Opening(s)
0 To 5.0 Year(s)
1.18 LPA TO 5.00 LPA
We have opening for the post of Sr. Sales Executive-Mutual Fund for a reputed Company (Mutual Funds services) at Pune (Viman Nagar).
Please find the details for the same:
Client Info:
The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management ...
1 Opening(s)
3.0 Year(s) To 4.0 Year(s)
2.40 LPA TO 3.60 LPA
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
1.44 LPA TO 1.80 LPA
Position Overview:
The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 9.00 LPA
Min 4-5 years of experience for Mutual Funds Products & Third Party Product in Capital Market
Responsible to innovate product offering in Mutual Fund & Primary Market segment
Should have understanding of Mutual Fund product offering & regulations in MF industry
Able to identify the gap / opportunity in Mutual Fund segment.
Coordination with ...
1 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 ...
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 5.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
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 3.0 Year(s)
6.00 LPA TO 6.00 LPA
POSITION: Deputy Manager – Customer Service
Reports to (Position): Manager – Customer Service
Position Purpose:
Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
POSITION: Deputy Manager – Customer Service
Reports to (Position): Manager – Customer Service
Position Purpose:
Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Position:- Manager – MF Banking Operations
Location:- Mumbai
Roles and Responsibilities
Managing the Banking operations activities for the Mutual Fund Coordination with Banks for opening/closing scheme accounts and providing online access of the accounts to all the users. Tracking of subscription inflows in various collection bank accounts and updating the same in the inhouse application to ...