Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

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-person interactions. To excel in this role, you must possess strong communication skills and a good understanding of capital market concepts and regulatory frameworks. Proficiency in MS Office tools, especially Excel, is crucial for maintaining accurate records and reports. Additionally, you will be responsible for acquiring new client relationships and retaining existing ones by delivering top-notch service standards. Key Responsibilities: - Proficiently operate mutual fund panels and assist clients in investment planning - Handle mutual fund application processes and resolve client queries through calls or emails - Update KYC details and assist clients with mutual fund-related inquiries - Process various mutual fund transactions and ensure timely processing - Provide excellent client services and maintain strong communication with clients - Acquire and manage client relationships by delivering high-quality service - Study fund histories and offer insights and recommendations to clients Requirements: - Strong communication skills - Proficiency in MS Office, especially Excel - Ability to resolve mutual fund queries through multiple communication channels - Experience in mutual fund processing and client service This is a full-time, onsite position with workdays from Monday to Saturday. The job location is in person, and you will be working in day shifts. The benefits include Provident Fund, and the ideal candidate should have at least 1 year of work experience in a similar role. If you have any further inquiries or wish to apply for the position, please feel free to contact us at agrawalcorporatehr@gmail.com or +91 9598152304.,

Posted 1 week 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 for data update and email and management of clients' servicing and implementation requests Management and upkeep of client servicing data and softwares Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing Handling business operations by following systems and processes Coordinating with office boy teams for documentation and client servicing management Following systems and processes for operations team as per company SOPs, TATs & SLAs Handling projects related to client servicing and online platforms and executions of new projects Reporting - Sending of portfolio reports / tax reports / any other reports report generation and sending (advice is not included in Operations job responsibility). General office administration Functioning with various teams, ensuring customer delight by achieving delivery & quality client service. If you are interested kindly email your updated resume to hr@planahead.in Hope you grab this opportunity to join our Plan Ahead family.

Posted 1 month ago

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