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 strong 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 9598152304
Pay
: ₹15,000.00 - ₹20,000.00 per month
Location
: In person
Benefits:
Provident Fund
Schedule:
Day shift
Experience:
Total work experience: 1 year (Preferred)
For any further inquiries, feel free to contact us.
Job Type: Full-time
Work Location: In person
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