Mutual Fund Sales

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a candidate for the role, you will be responsible for the following tasks: - Processing physical & online Mutual Fund KYC transactions - Handling Mutual Fund transaction processing - Verifying transaction status on the NSE portal - Engaging in daily communication with AMC, NSE, or any relevant individuals - Keeping associates informed about Mutual Fund meetings, NFOs, mutual fund schemes, and contests - Conducting associate visits for business development and training purposes - Organizing Mutual Fund operations training sessions for associates Furthermore, you will be involved in: - Entering Fixed Deposits & Bond bills - Client acquisition through both B2B and B2C channels - Managing client relationships effectively - Conducting a minimum of 3 client visits per day - Holding an AMFI qualification Please note: No additional details about the company were provided in the job description.,

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