Telecaller MFU (Mutual Fund Process) Redfox Creation

0.0 - 2.0 years

2 - 2 Lacs

mumbai

Work from Office

Role & responsibilities : Handle inbound and outbound calls for the Mutual Fund Utility (MFU) process. Provide accurate information and support to customers on mutual fund queries. Update and maintain call records in the system. Achieve daily and weekly call handling or conversion targets. Ensure a positive customer experience during every interaction. Preferred candidate profile : Minimum 6 months of telecalling experience (Inbound / Outbound). Background in Mutual Fund / BFSI process preferred. Average to good communication skills acceptable. Immediate joiners preferred. Qualification: HSC or Graduate.

Posted 20 hours ago

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Mutual Fund Specialist Finowings

1.0 - 5.0 years

0 Lacs

lucknow, uttar pradesh

On-site

As a Mutual Fund Executive, your primary responsibility will be to efficiently manage mutual fund operations and provide valuable assistance to clients in their investment decisions. You will be required to handle various tasks such as processing mutual fund applications, updating KYC details, and addressing client queries through different communication channels. Your role will involve managing mutual fund requests like Switch, SIP, Redemption, STP, SWP, and ensuring timely processing of transactions through platforms like NSE, BSE, MINT, CAMS, KFINTECH, and MFU. It will be essential to offer exceptional customer service by promptly responding to client inquiries via email, letters, or in-p...

Posted 1 month ago

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Senior Executive - Operations Plan Ahead Wealth Advisors

4.0 - 6.0 years

4 - 8 Lacs

Mumbai Suburban

Work from Office

Hi Folks, Greetings!! We are looking for talented and experienced opeartions candidates willing to grab a amazing career opportunity at Plan Ahead, a leading and award winning wealth advisory company in the industry. Location: Andheri West, Mumbai Experience : Minimum 4 years or relevant experience + NISM VA certification Job description: Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis, Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication ...

Posted 3 months ago

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