22 Job openings found

Key role & responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc ...

As the Mutual Fund Subject-Matter-Expert on the team, publish in-depth quantitative research analyzing mutual funds across categories including equity and debt based on a rigorous framework you own For each category of fund, arrive at the  shortlist with our own unbiased recommendation on the top 1-2 funds. Ensure recommendations are current ...

Position Overview: The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...

Position Overview: The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the operational and administrative functions of an insurance and mutual fund company. This role involves managing and processing various financial transactions, ensuring accuracy and compliance with regulations, and providing excellent customer service to clients and ...

We are looking for competent, self-motivated and dynamic candidates. Job Description Distribution of Mutual Fund Products, Arranging Awareness Seminars, Achieving sales through clientinteraction. Salary As per industry standard. First increment will be applicable upon passing AMFI examination. AMFI certifiedCandidate will be eligible to do marketing activities and the sales will be rewarded by incentives. Students ...

Understand Clients’ Investments needs Managing Mutual Funds transaction processing for clients Updating of CRM and various other systems Creating MIS, Reports, end of day reports Relationship management with fund house RMs Prepare Financial plans for clients and presenting them Meeting Targets and Client Retention goals. Answer clients’ questions, address concerns and resolve them as per SLAs Regularly review ...

Job Overview: As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in ensuring the smooth and efficient functioning of administrative and operational tasks that support the core business activities. You'll be responsible for managing various backend processes that contribute to the overall ...

Have a good understanding of the businesses' products or services and be able to advise others about them • Research and identify new business opportunities - including new markets, growth areas, trends, customers, partnerships, products and services - or new ways of reaching existing markets • Foster and develop relationships with customers/clients • ...

Roles & Responsibility ? Check daily data of Sales of all product and software uploads.? Renewal Payment remainder to clients and follow-up.? Claim registration to settlement follow-up with the company.? Be in touch with companies we are working with for quotation   and product updates or any other updates.? Regular visits to ...

Position Overview:We are seeking a Legal Executive to join our dynamic team. The ideal candidate will have a strong background in legal matters related to business agreements, intellectualproperty rights, and investment-related activities, with a focus on e-commerce businesses.This role will play a crucial part in drafting legal documents, providing expert ...