Roles and Responsibilities Handle all the operations in the Mutual fund department. 1- Conduct evaluation, research, and suggest investment strategies as per client's portfolios. 2- Carry out buying and selling units to manage funds. 3- Coordinating with clients. 4-Co ordinating with RMs and Fund managers, attending webinars and seminars of AMCs for knowledge upgradation. 5- Onboarding new clients and focusing on the growth of the AUM of the company. Desired Candidate Profile 1-4 years of experience in Mutual Fund Interfacing with our various partners such as Mutual Fund companies, insurance companies, CAMS/ Karvy, etc. Processing the transaction of equity, Mutual Funds, etc. Managing the Investment software that maintains customer portfolio and AUM Processing new clients & set up clients in the back office. Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Ability to commute/relocate: Firayalal, Ranchi, Jharkhand: Reliably commute or planning to relocate before starting work (Required) Experience: Operations: 1 year (Preferred) total work: 1 year (Preferred) Work Location: In person
Job Summary Dealer : -Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. -Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc. -Procuring the potential clients through networking, database, market analysis and references. -Generating cross-sell revenue and doing 360 degree financial planning by wealth management. -Managing and improving relationship values through latest updates & development in market. -Liaison with operations team to resolve queries and revenue generation. -Comply with organizational guidelines and norms. -Identifying, acquiring, developing and maintaining customer relationships -Maintaining up to date knowledge of competitor activity, products and services. Responsibilities and Duties ** Required Experience, Skills and Qualifications Qualification : Inter with min 2 years exp/ Graduate NISM : DERIVATIVES MANDATORY ** ** Desired Competencies for all the position Excellent communication skills Excellent objection handling and conflict management skills Excellent relationship management skills Efficient selling skills Job Type: Full-time Pay: ₹120,000.00 - ₹240,000.00 per year Work Location: In person
Job Summary Dealer : -Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. -Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc. -Procuring the potential clients through networking, database, market analysis and references. -Generating cross-sell revenue and doing 360 degree financial planning by wealth management. -Managing and improving relationship values through latest updates & development in market. -Liaison with operations team to resolve queries and revenue generation. -Comply with organizational guidelines and norms. -Identifying, acquiring, developing and maintaining customer relationships -Maintaining up to date knowledge of competitor activity, products and services. Responsibilities and Duties ** Required Experience, Skills and Qualifications Qualification : Inter with min 2 years exp/ Graduate NISM : DERIVATIVES MANDATORY ** ** Desired Competencies for all the position Excellent communication skills Excellent objection handling and conflict management skills Excellent relationship management skills Efficient selling skills Job Type: Full-time Pay: ₹120,000.00 - ₹240,000.00 per year Work Location: In person
Roles and Responsibilities Handle all the operations in the Mutual fund department. 1- Conduct evaluation, research, and suggest investment strategies as per client's portfolios. 2- Carry out buying and selling units to manage funds. 3- Coordinating with clients. 4-Co ordinating with RMs and Fund managers, attending webinars and seminars of AMCs for knowledge upgradation. 5- Onboarding new clients and focusing on the growth of the AUM of the company. Desired Candidate Profile 1-4 years of experience in Mutual Fund Interfacing with our various partners such as Mutual Fund companies, insurance companies, CAMS/ Karvy, etc. Processing the transaction of equity, Mutual Funds, etc. Managing the Investment software that maintains customer portfolio and AUM Processing new clients & set up clients in the back office. Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Ability to commute/relocate: Firayalal, Ranchi, Jharkhand: Reliably commute or planning to relocate before starting work (Required) Experience: Operations: 1 year (Preferred) total work: 1 year (Preferred) Work Location: In person
Roles and Responsibilities Handle all the operations in the Mutual fund department. 1- Conduct evaluation, research, and suggest investment strategies as per client's portfolios. 2- Carry out buying and selling units to manage funds. 3- Coordinating with clients. 4-Co ordinating with RMs and Fund managers, attending webinars and seminars of AMCs for knowledge upgradation. 5- Onboarding new clients and focusing on the growth of the AUM of the company. Desired Candidate Profile 1-4 years of experience in Mutual Fund Interfacing with our various partners such as Mutual Fund companies, insurance companies, CAMS/ Karvy, etc. Processing the transaction of equity, Mutual Funds, etc. Managing the Investment software that maintains customer portfolio and AUM Processing new clients & set up clients in the back office. Job Type: Full-time Pay: ₹10,000.00 - ₹20,000.00 per month Ability to commute/relocate: Firayalal, Ranchi, Jharkhand: Reliably commute or planning to relocate before starting work (Required) Experience: Operations: 1 year (Preferred) total work: 1 year (Preferred) Work Location: In person