Broder's roles and responsibilities: • Physical & Online Mutual Fund KYC & all types of transaction processing • Associate, Client & RM's MF query & MF transaction processing • Daily Basis Communication with AMC & NSE or Concern Person • Informed associates about mutual fund meetings, New NFO, mutual fund scheme, and time-to-time contests • Time-to-time associate visits for business development & training purposes • Arrange mutual fund operation training for the associate • Sub-broker Creation • Acquiring clients & maintaining relationships with old clients • Client visits daily • Willing to travel Must have NISM certification Location - Kolkata
Selected Intern's Day-to-day Responsibilities Include Monitoring website for uptime, content updates, and performance. Conducting basic quality analysis of web content and functionality. Assisting in creating and editing blog content. Supporting design tasks with basic graphic editing (using tools like Canva, Figma, etc.). Helping manage and schedule social media posts and ads. Contributing ideas for improving digital presence and engagement. About Company: Eastern Financiers (EF) has been honored with the CNBC-TV18 award for the "Best Performing Financial Advisor (East)" for ten years — a feat no one else has achieved so far. Eastern Financiers Limited was incorporated in the year 1967 and started its operations as the first investment consultant in Eastern India. Today, after 56 years of existence, we have grown to become one of the largest and most trusted financial consultants in the country, having an annual mobilization of around Rs. 4,000 crores, serving more than 3.25 lakh investors through 4,500 sub-agents and 18 self-owned offices. Our staff strength is more than 200 persons, including experienced professionals and sound financial managers. Our areas of operation include mutual funds, direct equity through NSE/BSE, depository operations through NSDL, insurance broking, bonds, offshore advisory, etc.
Company Description Incorporated in 1967, Eastern Financiers Limited is one of the largest distributors of financial products in the country. With over 50 years of experience, we manage assets exceeding Rs.3500+ Crores, serving over 2.50 lakh investors through 22 branches and 500+ associates. Our mission is to assist clients in achieving their investment objectives and financial goals. We aim to earn customer loyalty through integrity, innovation, and teamwork, offering efficient, integrated, and customized financial planning solutions. Role Description • Direct Customers / Associates Handling • Handling portfolio of HNI clients • Prime focus on Income Generation to reach a breakeven point • This individual will be responsible for creating Equity Clients and Authorized Persons (APs) in and around the Siliguri market. Qualifications Any Graduate & Certified with NISM - VA/8 (Equity, Commodity) Expertise in Stock Market, Trading, and Equities Strong understanding of Finance and Investments