Mutual Fund Sales Executive (Uttar Pradesh)

Mutual Fund Sales Executive (Uttar Pradesh)

01 Aug
|
Agrawal Corporate
|
Uttar Pradesh

01 Aug

Agrawal Corporate

Uttar Pradesh

Mutual Fund Sales Executive Roles and Responsibilities Should be proficient in operating mutual fund panels Assist clients in making informed investment decisions and planning Handle mutual fund application processes including scanning uploading forms and resolving client queries via calls or emails Update KYC details and assist clients with any mutual fund-related inquiries Manage all mutual fund requests such as Switch SIP Redemption STP SWP and process transactions through NSE BSE MINT CAMS KFINTECH MFU for various applications like SIP STP SWP NCT purchase and redemption Handle bulk transaction requests and ensure processing before cut-off times Provide excellent client services by addressing customer queries via email letters or walk-ins Maintain a solid communication channel with clients and assist with SIP schemes and portfolio management Demonstrate familiarity with capital market concepts procedures and regulatory frameworks Maintain a working knowledge of MS Office particularly Excel Responsible for acquiring new client relationships and managing retaining them by delivering the highest standards of service Study and analyze fund histories to offer insights and recommendations to clients Requirements Strong communication skills Proficiency in MS Office especially Excel Ability to resolve queries related to mutual funds through multiple communication channels email phone Experience in mutual fund processing and client service Job Details Job Type Full-time Onsite Work Days Monday to Saturday Contact agrawalcorporatehr gmail com 91 (phone hidden) Pay 15 000 00 - 20 000 00 per month Location In person Benefits Provident Fund Schedule Day shift Experience Experience is not mandatory The candidate must have strong knowledge and skills in mutual fund sales and relationship management For any further inquiries feel free to contact us Job Type Full-time Work Location In person Job Type Full-time Pay 15 000 00 - 20 000 00 per month Work Location In person

📌 Mutual Fund Sales Executive (Uttar Pradesh)
🏢 Agrawal Corporate
📍 Uttar Pradesh

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