Mutual Funds Job Vacancies in Noida

Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.

Position: Mutual Fund Back Office Executive Location: Noida, Sector 62 Employment Type: Full-timeJob Summary: The Back Office Operations Executive will be responsible for overseeing and managing mutual fund operations and processes. This role involves accurate and timely processing, record-keeping, and reporting of mutual fund transactions. The candidate will ensure that all operations comply with regulatory requirements and company policies.Key Responsibilities:Transaction Processing: Handle the accurate and timely processing of mutual fund applications, redemptions, transfers, and other related transactions.Record Maintenance: Maintain and update client data and transaction records in the companys database with high attention to detail.Compliance: Ensure that all operations comply with applicable regulatory standards (e.g., SEBI regulations) and internal company policies.Reporting: Prepare daily, weekly, and monthly reports related to mutual fund operations for management and compliance purposes.Reconciliation: Conduct regular reconciliation of fund transactions and balances with custodian records and other relevant data sources.Client Support: Assist with back-office support by addressing inquiries related to mutual fund operations, ensuring timely responses to client or internal stakeholder requests.Process Optimization: Identify areas of improvement in operational processes and assist in implementing enhancements to increase efficiency and accuracy.Collaboration: Coordinate with other departments (e.g., front office, IT, compliance) to ensure seamless operations and effective communication.Audit Preparation: Assist in preparing for internal and external audits by maintaining accurate records and documentation.Qualifications:Education: Bachelor/ Master degree in Commerce, Finance, Business Administration, or a related field.Experience: 2-4 years of experience in mutual fund operations or a similar back-office role within the financial services industry.Skills:oStrong knowledge of mutual fund processes and regulatory requirements.oProficiency in MS Office applications, particularly Excel/ Google Sheet/ CRM.oFamiliarity with financial software and database management.oExcellent analytical and problem-solving skills.oAttention to detail and ability to manage multiple tasks simultaneously.oEffective communication and interpersonal skills.Compensation: Competitive salary and benefits package, commensurate with experience and qualifications.This role is ideal for candidates looking to leverage their expertise in mutual fund operations and enhance their career within a reputable financial institution in Noida.

Position: Marketing ProfessionalCompany: RB Integrated Solutions LLPLocation: Remote (Work from Home)Employment Type: Full-timeExperience: Freshers or candidates with 1 to 2 year of experienceJob Overview: We are looking for a young ,Dynamic and self motivated people who are responsible to generate business for online training programs, insurance , Mutual funds and other and other financial services. This is an excellent opportunity for freshers or those with 1 to 2 year of experience preferably insurance background looking to advance their career in a remote, work-from-home environment.Skills and Qualifications:Goal orientedSelf MotivatedAbility to Close sales.Strong organizational and time management skills to handle multiple projects simultaneously in a remote work setting.Ability to work collaboratively with a remote team and adapt to feedback constructively.Good Communication SkillsPreferred Qualifications:Knowledge of financial markets, investment strategies, or related topics is a strong plus.Experience with Insurance, Mutual fund Background will be preferred.Why Join RB Integrated Solutions LLP?Work remotely from the comfort of your home.Collaborate with a passionate and innovative team in the financial education sector.Be a part of RB Integrated Solutions LLP and help us empower individuals to achieve their financial goals through impactful and educational content!Job Type: Full-timePay: 8,000.00 - 15,000.00 per monthSchedule:Day shiftSupplemental Pay:Commission payPerformance bonusYearly bonusExperience:total work: 1 year (Preferred)Marketing: 1 year (Required)Willingness to travel:25% (Required)Work Location: In person

Conduct outbound calls to potential clients to promote our financial advisory services. Provide detailed information about various financial products and services like Insurance, Mutual funds etc Achieve daily and monthly targets for calls and conversions Maintain a database of client interactions and follow up on leads. Collaborate with the sales & operations team to ensure seamless client onboarding.Experience & qualification: Graduate / Post Graduate in Finance with a minimum of 6 months of experience in tele calling or outbound sales. Required Skills Candidates with Excellent communication and interpersonal skills. Good Understanding of financial instruments such as Insurance or mutual funds. Pleasing Personality and well behaved. Ability to work in a target-driven environment. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Collaborative and dynamic work environment, with a team of experienced professionals passionate about wealth management.

We are Urgently Looking for the Post of Insurance Coordinator. Development of Network of Clients in Urban Areas.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender

Indias diverse and comprehensive financial services industry is growing rapidly, owing to demand drivers (higher disposable incomes, customized financial solutions, etc.) and supply drivers (new service providers in existing markets, new financial solutions and products, etc.). The FNBS INDIA (Finolend Business Solution Pvt. Ltd.) comprises several key sub segments. These include, but are not limited to- mutual funds, pension funds, insurance companies, stock-brokers, wealth managers, financial advisory companies, and commercial banks- ranging from small domestic players to large multinational companies. The services are provided to a diverse client base- including individuals, private businesses and public organizations.Note: We are startup company, providing free of cost Banking Services at door step to our Client.We do not provide direct Banking Facilities, we do help to our clients to make Right decisions to avail the Needful Banking products, we are not a Bank, NBFC or any other Financial platform.We are just service provider to make customer's easier way to get Banking services at Door step without pay any service Fees.GENERAL DESCRIPTION Sales Executive Team Handling Sales Target Achievement on Daily Basis Target Must be Achieved at least 80% of Given Monthly Target to justify the Salary Payout Knowledge of Savings Bank Accounts, Credit Cards, Demat Accounts, Loans, Insurance Etc. must be Good.WORK EXPERIENCE REQUIREMENTS Two or more years experience with Open Market sourcing and Team Handiling Experience of Same aligned Products like Saving accounts, Credit cards Etc. Must be Required Having a good Market and Customers Types & Relation Network

We are looking for 900 insurance sales Posts in Delhi,Noida,Ghaziabad,Agra,Allahabad,Mumbai,Pune,Hyderabad,Bihar,Jharkhand,Shimla,Chandigarh,Bhopal with deep knowledge in Direct Marketing,Life Insurance,General Insurance Sales,Real Estate Sales,Mutual Funds Sales,Banking Sales,Insurance Training,Agent Recruitment, credit card sales,good communication skills and Required Educational Qualification is : Higher Secondary, Secondary School, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree, B.A, B.C.A, B.B.A, B.Com