We are seeking a dynamic and detail-oriented Mutual Fund Sales executive to join our company. The ideal candidate will be responsible for promoting and selling mutual fund products, creating strategic sales plans, and maintaining strong client relationships to achieve business goals. Key Responsibilities: Develop and implement sales strategies to grow mutual fund sales. Build and maintain relationships with clients and financial advisors. Monitor market trends and competitor activities to identify opportunities. Prepare sales forecasts and reports for senior management. Ensure compliance with regulatory requirements in all sales activities Qualifications Bachelor’s degree in Finance, Business, or equivalent. 1 to 3 years of experience in sales within the financial services industry. Demonstrated success in selling mutual fund products. Strong understanding of mutual fund regulations and compliance Skills Required: Sales strategy Market Analysis Regulatory Compliance able to work under pressure Client Relationship Management Able to work under pressure Strong communication skills Market analysis Sales strategy Regulatory compliances Client relationship management Able to work under pressure Strong communication skills
As a part of this role, you will be responsible for scheduling appointments with clients and ensuring that all arrangements are made efficiently. Additionally, you will play a crucial role in maintaining strong relationships with clients to ensure their satisfaction and loyalty. Your attention to detail and strong communication skills will be essential in fulfilling these responsibilities effectively.,
You will be responsible for handling Accounts, GST/TDS, MIS, and reporting. - Manage Accounts including GST/TDS calculations - Prepare MIS reports for analysis and decision-making - Ensure accurate and timely reporting Qualifications Required: - Bachelor's degree in Accounting or related field - Strong knowledge of GST/TDS regulations - Proficiency in MIS reporting tools,
As a Mutual Fund Sales executive at our company, you will play a crucial role in promoting and selling mutual fund products. Your primary responsibilities will include developing sales strategies, building client relationships, and ensuring compliance with regulatory requirements. Key Responsibilities: - Develop and implement sales strategies to grow mutual fund sales. - Build and maintain strong relationships with clients and financial advisors. - Monitor market trends and competitor activities to identify sales opportunities. - Prepare accurate sales forecasts and reports for senior management. - Ensure strict compliance with regulatory requirements in all sales activities. Qualifications: - Bachelor's degree in Finance, Business, or a related field. - 1 to 3 years of sales experience in the financial services industry. - Proven track record of success in selling mutual fund products. - Thorough understanding of mutual fund regulations and compliance. In addition to the above, you will need to demonstrate the following skills: - Sales strategy development - Market analysis - Regulatory compliance - Client relationship management - Ability to work effectively under pressure - Strong communication skills Join us in this challenging and rewarding role where you can utilize your sales expertise to drive mutual fund sales and achieve business goals.,
We are looking for an Account Assistant with strong accounting, reporting, and compliance knowledge to join our finance team. The ideal candidate will handle accounting operations, GST/TDS compliance, and MIS reporting and exchange with accuracy and efficiency. Key Responsibilities: Manage day-to-day accounting operations including journal entries, ledgers, and reconciliations. Handle GST & TDS – calculation, payment, and return filing. Prepare and maintain MIS reports, monthly financial statements, and management summaries. Process and monitor bills receivable and payable, vendor payments, and outstanding collections. Assist in audit preparation, documentation, and compliance with company policies. Coordinate with internal teams and external auditors for smooth financial operations. Exchange Compliance & Reporting: Prepare and submit EoD and BoD reports to exchanges. Ensure compliance with all daily, monthly, and quarterly exchange reporting requirements. Maintain records and coordinate with exchanges and auditors for compliance queries. related to accounts Required Skills & Competencies: Experience – 3-5 years in Accounts, Finance, or Audit Qualification – Commerce Graduate / MBA (Finance) Candidates from the Broking, NBFC, or Financial Services industry will be preferred Hands-on exposure to compliance and reporting processes. Strong knowledge of Accounting principles, GST, and TDS. Experience with MIS preparation, financial analysis, and reporting. Proficiency in MS Excel and accounting software (e.g., Tally / ERP). Analytical mindset with strong attention to detail. Excellent coordination and communication skills.
We are looking for an Account Assistant with strong accounting, reporting, and compliance knowledge to join our finance team. The ideal candidate will handle accounting operations, GST/TDS compliance, and MIS reporting and exchange with accuracy and efficiency. Key Responsibilities: Manage day-to-day accounting operations including journal entries, ledgers, and reconciliations. Handle GST & TDS – calculation, payment, and return filing. Prepare and maintain MIS reports, monthly financial statements, and management summaries. Process and monitor bills receivable and payable, vendor payments, and outstanding collections. Assist in audit preparation, documentation, and compliance with company policies. Coordinate with internal teams and external auditors for smooth financial operations. Exchange Compliance & Reporting: Prepare and submit EoD and BoD reports to exchanges. Ensure compliance with all daily, monthly, and quarterly exchange reporting requirements. Maintain records and coordinate with exchanges and auditors for compliance queries. related to accounts Required Skills & Competencies: Experience – 3-5 years in Accounts, Finance, or Audit Qualification – Commerce Graduate / MBA (Finance) Candidates from the Broking, NBFC, or Financial Services industry will be preferred Hands-on exposure to compliance and reporting processes. Strong knowledge of Accounting principles, GST, and TDS. Experience with MIS preparation, financial analysis, and reporting. Proficiency in MS Excel and accounting software (e.g., Tally / ERP). Analytical mindset with strong attention to detail. Excellent coordination and communication skills.
Job Description: As an ideal candidate for this role, you will be responsible for handling various aspects of Accounts, GST/TDS, MIS, and reporting. Your key responsibilities will include: - Managing accounts efficiently - Ensuring compliance with GST and TDS regulations - Generating MIS reports - Preparing and presenting financial reports Additionally, the company may require you to possess a Bachelor's degree in Accounting or Finance and have relevant work experience in a similar role. Effective communication skills and proficiency in accounting software may also be preferred. Job Description: As an ideal candidate for this role, you will be responsible for handling various aspects of Accounts, GST/TDS, MIS, and reporting. Your key responsibilities will include: - Managing accounts efficiently - Ensuring compliance with GST and TDS regulations - Generating MIS reports - Preparing and presenting financial reports Additionally, the company may require you to possess a Bachelor's degree in Accounting or Finance and have relevant work experience in a similar role. Effective communication skills and proficiency in accounting software may also be preferred.