1 Opening(s)
1.0 Year(s) To 4.0 Year(s)
0.00 LPA TO 3.00 LPA
We have an urgent opening for Manager- Back Office Executive (Mutual Fund) for a reputed Company (Mutual Funds services) for Kharghar.
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Weekly Off: Sunday.
Salary: As per industry norms.
Experience: 3+ years.
Qualification: Graduate.
Gender: Female.
Skills:
Good Knowledge about Internet and Computer.
Presentable
Self confidant
Expwrience ...
1 Opening(s)
2.0 Year(s) To 8.0 Year(s)
4.00 LPA TO 15.00 LPA
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- ...
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)
Not Disclosed by Recruiter
Key Responsibilities:
Respond to client queries via phone, email, chat, or social media in a timely and professional manner.
Provide accurate and relevant information about mutual fund products.
Research and resolve issues related to transactions, accounts, statements, NAVs, dividends, tax implications, etc.
Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, ...
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)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
We have an urgent opening for Sr. Manager Sales for a reputed Finance Company Prudent Bull Pvt. Ltd for Kharghar location.
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.
Qualification: Graduate/Mba
Gender: Male/Female.
Candidate Profile:
Experience in Private Banking
Wealth Management
Asset Managemebnt
Presentable
Self confident
Should ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Job Responsibilities:
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual Fund Industry
Should be well-versed ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
Not Disclosed by Recruiter
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 ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
4.00 LPA TO 5.00 LPA
Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire new clients
Updating clients on the market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Cross Selling
Candidate’s Profile:
Hardworking & Confident.
Smart Presentable.
Go getting attitude.
Experience in client handling.
Should ...