Job Description
Role Overview: Looking for a motivated professional to manage client relationships, business development, promote mutual fund and insurance products, and ensure smooth investment servicing. Key Responsibilities: - Client engagement, queries handling and troubleshooting and etc.
- Mutual fund transaction handling- Purchases, redemption, switch, SIP etc.
- Recommend suitable MF schemes, SIP and insurance solutions to clients - Business development activities for new client’s acquisition - Provide support to sales and management teams Requirements: - Graduate / Postgraduate (Finance/Commerce preferred) - Prior experience in mutual funds, banking or financial advisory will be an added advantage - AMFI/NISM V-A certified will be an added advantage - Good communication & Excel skills ✨ Join a trusted, growth-oriented financial services firm!
- Mutual fund transaction handling- Purchases, redemption, switch, SIP etc.
- Recommend suitable MF schemes, SIP and insurance solutions to clients - Business development activities for new client’s acquisition - Provide support to sales and management teams Requirements: - Graduate / Postgraduate (Finance/Commerce preferred) - Prior experience in mutual funds, banking or financial advisory will be an added advantage - AMFI/NISM V-A certified will be an added advantage - Good communication & Excel skills ✨ Join a trusted, growth-oriented financial services firm!
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