216 Job openings found

Candidate will be responsible for managing and advising on a variety of mutualfunds, monitoring market trends, .The ideal candidate has extensive experience with financial planning, investmentstrategies, conducting market research, preparing investment reports, assistingin creating investment strategies, facilitating transactions and risk management.They are typically tasked with financial analysis, forecasting, and assisting ...

Job Details: Position: Customer Support ExecutiveLocation: Navi Mumbai Experience: 1-3 YearsKey Responsibilities Handle customer queries via phone, email, chat, WhatsApp, and support tickets. Assist investors with account opening, KYC, onboarding, SIP registrations, redemptions, and transaction-related queries. Provide support regarding mutual fund products, investment processes, and platform functionalities. Coordinate with AMCs, RTAs, and internal teams to resolve customer concerns within ...

Job Description – Institutional Sales 📍 Location: Nariman Point, Mumbai🖥 Mode of Interview: Virtual💼 Experience Required: 5+ Years About the Role Leading Stock Broking company is looking for an experienced and result-oriented Institutional Sales professional with a strong network in the financial services industry. The ideal candidate should have hands-on experience in acquiring ...

Job Description for Deputy Manager - Client ServicesKey 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 ...

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 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 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 ...

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

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 ...