A Naukri Group company
Login చేయండిHire Local Staff
A Naukri Group companyLogin చేయండిHire Local Staff
4,000 - 23,000 /నెల*
Ishayme Llp
ఫీల్డ్ job
టెక్జోన్ 4 గ్రేటర్ నోయిడా వెస్ట్, గ్రేటర్ నోయిడా
₹15,000 incentives included
ఫీల్డ్ అమ్మకాలు లో 0 - 6+ ఏళ్లు అనుభవం
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.
