Broader Roles and Responsibilities: Physical & Online Mutual Fund KYC -- transaction processing MF transaction processing, Checking Transaction status on NSE portal Daily Communication with AMC, NSE or any concerned person Informing associates about Mutual fund meetings, NFOs, mutual fund scheme and time to time contest Time to time associate visit for business development & training purpses. Arranging mutual fund operations training for associate Sub broker Creation and their payment entries. Fixed deposits & Bond bill entries Acquiring clients- B2B, B2C Maintaining relationship with clients At least 3 client visit / day Must be AMFI qualified.. Show more Show less
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.,
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills
New opportunity ...... Post : Dealer Role Description This is a full-time on-site role for a Dealer Sales position located in Asansol. The Dealer Sales representative will be responsible for managing merchant services, overseeing account management, driving sales, developing business, and managing sales efforts. Day-to-day tasks include seeking new business opportunities, maintaining relationships with existing clients, coordinating with the support team, and achieving sales targets. Qualifications Excellent communication and interpersonal skills Ability to work independently and efficiently in an on-site setting Knowledge of the financial services industry is a plus Salary: Approx-15000/- + TA
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 client relationships effectively - Conducting a minimum of 3 client visits per day - Holding an AMFI qualification Please note: No additional details about the company were provided in the job description.,