1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.50 LPA TO 8.00 LPA
Role Details: Designation: DM- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
Executive-Wealth Associate/ Virtual Relationship Digital Customer connect Experience for AMC, Mumbai
1 Opening(s)
0 To 2.0 Year(s)
4.80 LPA TO 4.80 LPA
Role Details: Designation: Executive- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
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)
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)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 5.00 LPA
Industry: Financial Services (Mutual Fund Distribution)Department: Marketing
Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financial services to support our mutual fund distribution business. The ideal candidate will assist in planning, executing, and optimizing digital campaigns aimed at increasing investor awareness, lead generation, and client engagement. ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 15.00 LPA
Job Title:L&D Head – Stock Market Training & Client Acquisition (NISM Certified)Location:Mumbai/KolkataExperience:Minimum 5 Years in Learning & Development (Finance/Stock Market Domain)Industry:Finance | EdTech | Stock Market Training | Brokerage______Job Overview:We are hiring a seasoned L&D Head with strong expertise in the Indian Stock Market and a proven track record in ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Summary:We are seeking a results-driven Digital Marketing Executive with a passion for financialservices to support our mutual fund distribution business. The ideal candidate will assist inplanning, executing, and optimizing digital campaigns aimed at increasing investorawareness, lead generation, and client engagement. This role requires a strongunderstanding of the financial services ...
1 Opening(s)
0 To 2.0 Year(s)
1.44 LPA TO 2.40 LPA
Position: Mutual Fund Back Office
Education: Graduate (Bcom/BMS/MBA)
Work Experience: Fresher or experienced
Job timings: Monday to Saturday 9am to 6pm
Job Location: Viman Nagar(Pune)
Job description:
Co-ordinating with fund houses for investor statements
Co-ordinating with investors regarding OTPs, fund switches, new SIPs & lump sums, redemptions etc.
Preparing & collating mutual fund reports
Operating software for fund switches, new SIPs & lump ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
3.60 LPA TO 4.20 LPA
Role Overview
This role focuses on overseeing daily operations related to banking, documentation, and compliance across various investment vehicles. It is crucial for ensuring process discipline, timely settlements, and seamless information flow for stakeholders, the investment committee, and auditors. The ideal candidate is meticulous, reliable, and comfortable working across multiple ...