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Finowings Training Academy Pvt.Ltd logo
Mutual fund advisor (sales) 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, you will play a crucial role in handling mutual fund operations and providing top-notch client services. Your responsibilities will include: - Operating mutual fund panels and processing various applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) through platforms such as NSE, BSE, MINT, CAMS, KFintech, and MFU. - Assisting clients with investment planning, updating KYC details, and managing their portfolios effectively. - Scanning, uploading forms, and addressing client queries via calls, emails, or in-person interactions. - Managing bulk transactions and ensuring timely completion before cut-off times. - Delivering excellent client ser...

Posted 1 month ago

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