Mutual Fund Sales Eastern Financiers Ltd

2.0 - 6.0 years

0 Lacs

kolkata, west bengal

On-site

As a candidate for the role, you will be responsible for the following tasks: - Processing physical & online Mutual Fund KYC transactions - Handling Mutual Fund transaction processing - Verifying transaction status on the NSE portal - Engaging in daily communication with AMC, NSE, or any relevant individuals - Keeping associates informed about Mutual Fund meetings, NFOs, mutual fund schemes, and contests - Conducting associate visits for business development and training purposes - Organizing Mutual Fund operations training sessions for associates Furthermore, you will be involved in: - Entering Fixed Deposits & Bond bills - Client acquisition through both B2B and B2C channels - Managing cli...

Posted 1 month ago

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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 bi...

Posted 3 months ago

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