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Mutual Fund Sales

salary 3,000 - 66,000 /month*
company-logo
job companyIshayme Llp
job location Field job
job location Techzone 4 Greater Noida West, Greater Noida
incentive₹60,000 incentives included
job experience0 - 6+ years Experience in Sales / Business Development
5 Openings
Incentives included
part_time Part Time

Skills Required

Convincing Skills

Job Highlights

qualification
All Education levels
gender
All genders
jobShift
09:00 AM - 06:00 PM | 6 days working
star
Job Benefits: Insurance, Medical Benefits
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Bike, Smartphone, Aadhar Card

Job Description

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.


Other Details

  • It is a Part Time Sales / Business Development job for candidates with 0 - 6+ years Experience.

More about this Mutual Fund Sales job

  1. What is the eligibility criteria to apply for this Mutual Fund Sales job?
    Ans: The candidate should be All Education levels and above with 0 - 6+ years Experience of experience
  2. How much salary can I expect for this job role?
    Ans: You can expect a salary of ₹3000 - ₹66000 per month + Incentives that depends on your interview. It's a Part Time job in Greater Noida.
  3. How many working days are there for this Mutual Fund Sales job?
    Ans: This Mutual Fund Sales job will have 6 working days.
  4. Are there any charges applicable while applying or joining this Mutual Fund Sales job?
    Ans: No, there is no fee applicable for applying this Mutual Fund Sales job and during the employment with the company, i.e., Ishayme Llp.
  5. Is it a work from home job?
    Ans: No, it’s not a work from home job and can't be done online.
  6. How many openings are there for this Mutual Fund Sales role?
    Ans: There is an immediate opening of 5 Mutual Fund Sales at Ishayme Llp
  7. Who can apply for this job?
    Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
  8. What are the timings of this Mutual Fund Sales job?
    Ans: This Mutual Fund Sales job has 09:00 AM - 06:00 PM timing.
Candidates can call HR for more info.
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Other Details

Incentives

Yes

No. Of Working Days

6

Benefits

Insurance, Medical Benefits

Skills Required

Convincing Skills

Contract Job

No

Salary

₹ 3000 - ₹ 66000

English Proficiency

Yes

Contact Person

Medhavi

Interview Address

Unit No. 264 B, Golden I Office
Posted 14 hours ago
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