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