A Naukri Group company
Login చేయండిHire Local Staff
A Naukri Group companyLogin చేయండిHire Local Staff
4,000 - 56,000 /महीना*
Ishayme Llp
ग्रेटर नोएडा वेस्ट, ग्रेटर नोएडा
₹50,000 इनसेंटिव्स शामिल
फ़ील्ड सेल्स में 0 - 6+ वर्षो का अनुभव
పార్ట్ టైమ్
You need to Sell Mutual funds and SIP.
Key Responsibilities
Client Onboarding: Handle the complete documentation process for new clients, including KYC, CKYC, and bank mandate registration.
Transaction Processing: Execute purchase, redemption, and switch transactions on platforms like.
SIP Management: Ensure SIPs are registered correctly and track upcoming SIP dates to prevent bounces.
Reporting: Generate portfolio reports, capital gain statements, and valuation reports for clients upon request.
Service & Support: Resolve day-to-day client queries (e.g., change of bank details, nominee updation, transmission) by coordinating with AMCs and R&T agents (CAMS/KFintech).
Data Management: Maintain accurate client data in Excel sheets.
