Mutual fund advisor Finowings Training Academy Pvt.Ltd

1.0 - 5.0 years

0 - 0 Lacs

lucknow, uttar pradesh

On-site

As a Mutual Fund Executive at our company, your role involves operating mutual fund panels and processing applications such as SIP, STP, SWP, Switch, Purchase, Redemption, NCT via platforms like NSE, BSE, MINT, CAMS, KFintech, and MFU. Your key responsibilities will include: - Assisting clients with investment planning, KYC updates, and portfolio management. - Scanning, uploading forms, and resolving client queries through calls, emails, or walk-ins. - Handling bulk transactions and ensuring completion before cut-off times. - Providing excellent client service and maintaining strong communication for SIP schemes and portfolio guidance. - Studying and analyzing fund histories to offer investm...

Posted 1 month ago

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KYC Executive NetAmbit

0.0 - 4.0 years

0 - 0 Lacs

mysore, karnataka

On-site

As a Business Development Executive (BDE) at our organization, you will be responsible for performing various daily activities. These include updating KYC information, revisiting data provided by the company, and assisting in loan recovery processes. It is important to note that there are no sales targets associated with this role. The work timings for this full-time position are from 9:30 AM to 6:30 PM. The role requires you to travel across various locations in Karnataka. The offered CTC for this position is 21,000 INR, with a take-home salary of 20,000 INR along with a petrol allowance of 2,500 INR. In addition to the fixed salary, you will also have the opportunity to earn incentives of ...

Posted 3 months ago

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