The Mutual Fund Specialist position is a full-time on-site role located in Panipat. As a Mutual Fund Specialist, you will be responsible for daily monitoring and analysis of mutual fund portfolios. Your duties will include providing investment recommendations, maintaining comprehensive records of client accounts, and engaging in regular communication with clients. Additionally, you will be required to provide detailed reports on client investments. To excel in this role, you should possess a strong understanding and experience in Mutual Funds and Investments. Excellent analytical skills and finance knowledge are essential for this position. Effective communication skills, both written and verbal, are crucial, as you will be interacting with clients regularly. A client-focused approach and the ability to build strong client relationships are key qualities we are looking for. Candidates for this position should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Proficiency in financial software and tools is required for this role. The ability to work independently with a high degree of accuracy is essential. Prior experience in the financial services industry is considered a plus. If you meet these qualifications and are eager to take on a challenging role in the financial sector, we encourage you to apply for the Mutual Fund Specialist position.,
The role of Commission Sales Associate is available at our company located in Panipat. As a Commission Sales Associate, you will be responsible for identifying and acquiring new clients, maintaining relationships with existing clients, and achieving sales targets. Your daily tasks will include meeting with potential clients, delivering presentations, negotiating contracts, and following up to ensure customer satisfaction. It is crucial for you to keep up-to-date with industry trends and competitors and report on sales performance. To excel in this role, you should possess sales and negotiation skills, customer relationship management abilities, and the capability to meet and exceed sales targets. Excellent written and verbal communication skills, a professional demeanor, and presentation skills are also essential. Experience with sales software and CRM systems is considered a plus. A Bachelor's degree in Business, Marketing, or a related field is required, and prior experience in financial services or a related industry is advantageous.,