- Graduation completed
- Sales Experience in Mutual Funds or General Insurance
- Immediate joiners or joining within 30 days only
- Good Communication skill
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Mutual Fund
3 days ago
Kaapro Management Solutions Mumbai, IndiaOpening: 1 Nos.- Job ID: Employment Type: Full Time- Reference: · - Work Experience: 4.0 Year(s) To 8.0 Year(s)- CTC Salary: 4.00 LPA TO 8.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: · - Mumbai · Posted On: 09th Jun, 2023 · **- Research backed tactica ...
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Mutual Fund
1 day ago
Pplanet HR Services Mumbai, India**- Research backed tactical calls on specific themes, sector and fund concepts with the Mutual Funds space. · - Pivotal role in tracking the performance of Equity & Hybrid Mutual Fund · - Proven ability in conducting webinars on different MF topics for clients · - Deftly develop ...
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Mutual Fund Operations
2 days ago
Latin Manharlal Mumbai, India**Location **:Mumbai · **Qualification**: Bachelor's degree or related field · **Experience in Years**: 3 - 4 years of relevant experience into Mutual Fund Operations · **Scope and Responsibilities**: · - Handling bidding process of IPO/NCD/Bonds. - Updating the interest rate and ...
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Mutual Fund Auditor
2 days ago
waays live solution Mumbai, India**Designation: Audit Executive for Capital Market (Mutual Fund / PMS)** · **Job Requirement**: · 2. Good Communication and Drafting Skills · 3. Good Accounting & Capital Market Knowledge · 4. Advance Excel Knowledge (Vlookup, Hlookup, Pivot & other Formulas..) · 1. We are looking ...
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Mutual Fund Operations
3 days ago
Upstox Mumbai, IndiaTitle : Mutual Fund Operations / Customer Service · Job Description: · - Understanding of internal system. · - Reconciliation of transactions between the exchange and back-office · - Order placement into the exchange. · - Updated with the regulator's norms. · - Handling client qu ...
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Telesales- Mutual Fund
4 days ago
Aviyana PVT LTD Powai, Mumbai, Maharashtra, Indiarequired Telesales · - Mutual Fund. · Location · - Powai & Vikhroli · Qualification · - HSC or any Graduate. · Experience · - Min 1 yrs experience in Mutual fund. · Mutual Fund experience Mandatory · Languages · - English, Hindi, Marathi, Kananda, Tamil · Good Communication Skill ...
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Fund Operations mutual Funds mumbai
2 days ago
Arin Consultancy Mumbai, Maharashtra, IndiaITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai_ March 14, March 15, 2025 Mutual Fund · **Job Overview**: · - **Office Location (Area) **Mumbai · - **Required Education **B. Com/BBA in Finance is required, MBA/Professional qualification is preferred · - ** ...
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Mutual Fund Distributor Executive
1 day ago
50Fin Private Limited Mumbai, IndiaThis role focuses on channel partner development across MFDs, Wealthtech and other financial distributors. · - Drive sales growth by developing and maintaining positive relationships with channel partners and distributors. · - Meet or exceed sales targets by developing and implem ...
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Mutual Fund and Admin Executive
2 days ago
DHS TRRUE WEALTH MANAGEMENT CONSULTANCY PRIVATE LIMITED Mumbai, India1. Monitors mutual fund, FD's and IPO's orders to ensure they comply with individual requirements and company policies. · 2. Process the orders accordingly and close cases. · 3. Interact with mutual fund AMC, FD AMC, clients, manager for any queries or complaints. · 4. Report dir ...
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Rm-insurance and Mutual Fund
2 days ago
Ready2Hire Recruitment Consultant Mumbai, IndiaPosition: RM-Insurance-Mutual Fund · **Min Experience** · 6 Years · **Max Experience** · 10 Years · **Notice Period** · Max 30 days · Location: Mumbai · Budget: 20L to 23L · Designation: RM - Mutual Fund and Insurance · Reporting: Executive Vice President/ Vice President · Banks ...
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Mutual Fund and Admin Executive
2 days ago
DHS TRRUE WEALTH MANAGEMENT CONSULTANCY PRIVATE LIMITED Mumbai, India1. Needs to handle Mutual Fund Operation Work · i. Co ordinating with Companies and client for Mutual Fund. · ii. Filing, Form fill ups and follow up with client and Companies. · 2.Need to handle Team of around 7 to 10 employees and Supervise every employees work. · 3. Should hav ...
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Operational Risk mutual Fund
1 day ago
Arin Consultancy Mumbai, Maharashtra, IndiaFinance Mumbai _Mumbai Western Suburbs_ April 12, April 13, 2025 Mutual Fund · **Job Overview**: · - **Office Location (Area) **Mumbai · - **Required Education **CS/ LLB / CA/ MBA · - **Course Type **Full Time · - **Min Required Experience (Years) **3 · - **Max Required Experienc ...
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Mutual Fund
6 days ago
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Mumbai, India Full timeA Financial Services Corporate (Corporate Mutual Fund Distributor and Insurance Broker) is looking for an Operations Profile : · Job Responsibilities involves the following. · Dealing with Customer for doing Investment in Mutual funds / Insurance / Mediclaims / FDs · Handling Cus ...
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Executive - Mutual Fund Back Office
2 days ago
Arete Capital Service Pvt Ltd. Mumbai, India**Industry**: Banking / Investment Banking / Venture Capital / Private Equity · Company : Arete Capital Service Pvt Ltd. · Designation : Sr Executive -MF Back Office Operations · Job Location : Nariman Point, Mumbai · Qualifications : A Bachelor's Degree · Experience : 2-5 Years ...
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Compliance Officer mutual Fund aif
2 days ago
Arin Consultancy Mumbai, Maharashtra, IndiaCompliance Mumbai _Mumbai Western Suburbs_ February 15, February 15, 2025 Mutual Fund · **Job Overview**: · - **Office Location (Area) **Mumbai · - **Course Type **Full Time · - **Min Required Experience (Years) **2 · - **Max Required Experience (Years) **5 · - Responsible for ov ...
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Mutual Funds Back Office Executive
3 days ago
Pratham Services Fincorp LLP Mumbai, India**Key Responsibilities** · - Understand Clients' Investments needs · - Managing Mutual Funds transaction processing for clients · - Updating of CRM and various other systems · - Creating MIS, Reports, end of day reports · - Relationship management with fund house RMs · - Prepare ...
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Telecalling - Mutual Funds Sales
4 days ago
Quantsapp Private Limited Andheri, Mumbai, Maharashtra, India1. Applicant Should have Telecalling Experience. · 2. Applicant should have Experience in Mutual Funds Sales Experience. · 3. Applicant should be confident & convincing. · **Salary**: ₹15, ₹25,000.00 per month · Schedule: · - Day shift · Supplemental pay types: · - Performance bo ...
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Front Desk and Mutual Fund Advisor
14 hours ago
Talent Corner HR Services Private Limited Mumbai, India**Job Title: Front desk cum Mutual fund advisor** · **Industry: Financial Services** · Role and responsibilities: · - Reporting to management and assisting with administrative tasks. · - Answering phone calls and forwarding calls to respective departments. · - Scheduling and conf ...
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Mutual Fund Advisor- Freshers mumbai
4 days ago
Money Honey Financial Services Pvt. Ltd. Mumbai, Maharashtra, IndiaJob Description: Financial Advisor (Freshers can apply) · - A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions · - Personal financial advisors typically do the fo ...
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Mutual Fund Executive
14 hours ago
Abhinav Institute of Technology and Management Thane, India**Hiring for ISEC MF** · Male & Female both can apply · Location - Thane · ~Good comms required · ~Shift: 9:30am-6:30pm · ~Fixed Sunday off · ~Required: · Graduate + fresher · Hsc · ~Salary · - 16,500/- Inhand · ~Immediate joining · Contact - · **Salary**: ₹8, ₹33,299.64 per mont ...
Relationship Manager-Insurance or Mutual Funds - Mumbai, India - MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Description
Location - Mumbai , Pune , Nashik
Mandatory Requirements
Job Description:
Responsible for profitability of channel of his region across all the products offered (Mutual Funds, Insurance, Fixed Income and Gold SIPs)
Achieve the FY targets Through Channel + Direct Sales.
Ensure Online Sales / Migrate clients to Online platforms
Responsible for sales of third party products to direct clients and through channel sales as per business plan.
Monitor competition, identify industry benchmarks and integrate into Distribution business on an ongoing basis.
Certification & Training of Sub-Brokers.
Ensuring delivery as per agreed service levels
Driving business results as per the Business plan
Market intelligence
Event Management Seminars / Webinar / Workshops
Coordinating relationships with key Sub-Brokers & End Clients
Experience : 1+ years of experience in sales. Prior experience in sales (Mutual
Funds) and regional exposure is essential