Mutual Fund Sales

🚨 WE ARE HIRING | MUTUAL FUND / STOCK BROKING – SALES 🚨

📍 Location: Mumbai

🧠 Experience: 1–2 Years

💰 Salary: Up to ₹4 LPA (Hike on Current CTC)

🎓 Qualification: MBA / PGDM

We are looking for dynamic professionals with experience in Mutual Fund / Stock Broking Sales & Operations. The ideal candidate should have strong client-handling skills and good knowledge of financial products.

🔹 Key Responsibilities:

✔️ Mutual Fund KYC (Physical & Online) & transaction processing

✔️ Handling client, RM & associate queries

✔️ Tracking transactions on NSE portal

✔️ Coordination with AMC, NSE & stakeholders

✔️ Updating on NFOs, schemes & business opportunities

✔️ Associate visits for training & business development

✔️ Sub-broker onboarding & payment entries

✔️ Managing Fixed Deposits & Bond entries

✔️ Client acquisition & cold calling

✔️ Relationship management with existing clients

✔️ Daily client visits & service support

✔️ Back-office operations & reporting

✔️ Data extraction & portfolio/ledger management

🎯 Skills Required:

✅ Strong communication & client handling

✅ Knowledge of MF transactions & stock broking

✅ Analytical & operational skills

✅ Technical knowledge (MSSQL, FOXPRO, Web Interface preferred)

🚫 No consultancy charges applicable for candidates

📞 Contact: ONE POINT CONSULTANCY SERVICES

📱 8100367073 / 9836028211

📧 amrita@onepointconsultancyser.com

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