Imperial Money Pvt Ltd

Nagpur, Maharashtra

house maid, home cleaning and maintaining home

experience in Mutual Fund, Portfolio Handling, Portfolio making , Build client Portfolio, Knowledge about CFA, CPF, Dealer experience, analyse Marketing , Research on Market

Business model is B2B, Franchise, lead generation, maintain client relationship , Knowledge about mutual fund, and B2B model.

our strategy and people help us deliver the industrys most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth Deliver sound investment advice and strategies strategy based on market performance Manage the day-to-day operations of the portfolio, establish the working plan of each project phase Analyze and appraise the effectiveness of sales methods, costs, and results Facilitate project review and checkpoint meetings Bachelors degree in finance or related field Current certificates, which may include CFA, CFP, CAIA 1-2 years of financial or investment experience Knowledge of securities, insurance, and mutual fund industries Personal integrity and the ability to keep client and company confidences Proficient with financial planning software

Handling Mutual Funds division and end to end operations of it. MF trade processing.2. MF corporate action process like dividend payout /dividend reinvestment issue to clients by coordinating with RTA/AMC.3. Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.4. Coordination with RTA.5. Smooth Branch coordination - to ensure minimal complaints and quick resolution6. Handling various day to day transaction activities.7. Monitoring activities and handling evaluation of Agents performance8. Processing of Applications for new entities by uploading in DBMS software.9. Ensuring Agents are compliant with Regulatory framework.10. Support to sub agents regarding transactions, software installation, reimbursements and reconciliation.11. Administrative support for all data entry on daily basis with MS Excel.

Contacting potential clients to establish rapport and arrange meetings. Planning and overseeing new marketing initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conferences, meetings, and industry events. Developing quotes and proposals for clients. Developing goals for the development team and business growth and ensuring they are met. Training personnel and helping team members develop their skills.lead generate, working on new lead, new franchise

Contacting potential clients to establish rapport and arrange meetings. Planning and overseeing new marketing initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conferences, meetings, and industry events. Developing quotes and proposals for clients. Developing goals for the development team and business growth and ensuring they are met. Training personnel and helping team members develop their skills. new lead generate, working on exiting lead ,field working.

Contacting potential clients to establish rapport and arrange meetings. Planning and overseeing new marketing initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conferences, meetings, and industry events. Developing quotes and proposals for clients. Developing goals for the development team and business growth and ensuring they are met. Training personnel and helping team members develop their skills. new lead generate, working of exiting lead, francising.

Contacting potential clients to establish rapport and arrange meetings. Planning and overseeing new marketing initiatives. Researching organizations and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conferences, meetings, and industry events. Developing quotes and proposals for clients. Developing goals for the development team and business growth and ensuring they are met. Training personnel and helping team members develop their skills. lead generate, working on new lead, franchising.

Social media management Understanding different brand requirements and decoding client briefs alongside your team manager is part of your job role. Creating campaigns and campaign reports will be required of you. Email campaigns Conceptualizing, getting the right database, designing and blasting out emailers. Analytics Web analytics involves analysing web traffic, social media analytics and analysing these numbers to reduce bounce rate and optimize the pages for optimum results. Content Writing You will need to understand the basics of content writing for the company website, social media requirements, and blogs.