Mutual Fund Sales Eastern Financiers Ltd

2.0 - 6.0 years

0 Lacs

kolkata, west bengal

On-site

As a Mutual Fund KYC Transaction Processor, your primary responsibility will involve processing physical and online mutual fund KYC transactions. You will be tasked with processing mutual fund transactions and ensuring accuracy by checking transaction statuses on the NSE portal. Regular communication with AMC, NSE, and other relevant parties will be essential to provide updates on mutual fund meetings, NFOs, schemes, and contests to associates. Additionally, you will be required to visit associates for business development and training purposes, ensuring they are well-informed about mutual fund operations. In addition to mutual fund operations, you will also handle fixed deposits and bond bill entries. Your role will involve acquiring clients through B2B and B2C channels, maintaining strong client relationships, and conducting a minimum of 3 client visits per day. To excel in this role, it is essential to be AMFI qualified and proactive in arranging mutual fund operations training for associates. Your dedication to maintaining accurate transaction processing and fostering client relationships will be key to success in this position.,

Posted 3 days ago

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