422 Job openings found

AUM Reconciliation: Ensuring accurate and timely reconciliation of AUM with inhouse system, demat account and fund houses, identifying discrepancies, and resolving any issues. Brokerage Reconciliation: Performing regular reconciliations of brokerage and commission statements received from brokers, identifying discrepancies, and ensuring timely resolution. Mutual Fund Transaction Processing: Accurately processing and recording mutual fund ...

Job Description -    What  is the roles objective :  Responsible for Relationship Management and handling Mutual Fund sales through Private banks and Wealth Managers  Develop and maintain relationship with clients and all  channel partners and increase market share for DSPIM Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain Build ...

We have an urgent opening for the position of  Operations executive for a Reputed  Company for the Kharghar  Location   Roles and Responsibilities Client servicing and back-end operations support for Direct clients Online/offline transactions execution, tracking, and reconciliation Handle client queries related to transactions Provide transactional support to clients Manage other activities i.e. Daily business MIS, Excel sheet, etc.   Desired Candidate Profile Ideal ...

We have an urgent opening for the position of  Sales Executive  for a Reputed  Company for the Kharghar  Location   Roles and Responsibilities Customer Profiling Client interaction References from existing clients to acquire new clients Updating clients on market The proper information to clients of a transaction at a specific interval. Strive towards achieving the individual goal and thereby the ...

Job Description: - Wealth Distribution (B2B)The candidate will be responsible for expanding the B2B network for bonds, mutual funds,s and PMS products.Desired Experience & Exposure:-Experience selling financial products through the IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should ...

The candidate will be responsible for expanding the B2B network for bonds, mutual fund,s and PMS products.Desired Experience & Exposure:-Experience of selling financial products through IFA Channel / Sub broker network (Preferably mutual fund and bonds).Mandatory Skills:-The candidate should possess excellent communication skills. Candidates should be good at relationship management ...

Client Info: The Company is a reputed and leading Mutual fund service provider, Their aim is to build a world class wealth management business through high quality and honest advice emerging from incisive research, breadth of product suite and product neutrality, they deals into investment products like Mutual funds – Equity, ...

    Please find the details for the same:-   Job Location: Kharghar. Job Timing: 10 am to 6:30 pm. Job Type: Permanent. Weekly Off: Sunday. Salary: As per company norms. Experience:  Freshers. Qualification: Graduate. Gender: Female. Vacancy: 1   Job Profile: Handling Data Entries. Handling Walkin clients. Doing back office work in Mutual Fund. Filling forms.   Candidate’s Profile:    Hard Work.  Dedicated to work.  Go getting attitude.  Good/Fluent Communication Skills. Smart and Presentable.   Company Profile: ...

Hiring BDE - Surat Position: Business Deevelopment Executive (Male Candiadtes Preffered)Location: Adajan, SuratIndustry: FinanceExperience: 0.6+years Job Summary:We are seeking a motivated and client-focused Sales Executive to promote and sell financial planning solutions, stock market investments, and mutual fund products to clients across various industries. The role involves client acquisition, portfolio discussion, and ...

Execute trades in equity, derivatives, mutual funds, and bonds. Create and execute short-term and long-term trading & investment strategies.                Monitor stock market trends, analyze price movements, and provide timely investment recommendations. Research financial products and market developments to support investment decisions. Prepare investment reports, performance analysis, and MIS on daily/weekly/monthly basis. Maintain compliance with SEBI ...