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| Job Location | Indore |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Education / Training |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Working in coordination with team to drive Mutual Fund business. Joint calls & pipeline tracking at RM s Roll out & monitoring local initiatives in coordination with business (Centre team & local principal team) In addition to the above , needs to take Ownership of initiatives launched by corporate office. Review & share best practices followed in the region & zone within cluster. Identify & analyze local sales issues define strategies to resolve them. Responsible for daily Mutual Fund Online Operations for Distribution Process - Purchase , Redemption , SIP / SWP / STP , Switch & NFO Responsible for daily NAV updation , Units updation for MF Distribution Portfolio reconciliation Brokerage reconciliation pertaining to all Mutual Fund investments End to end process of KYC / KRA Coordination with AMCs and liaison with regulatory bodies for smooth flow of the process Senior Management interaction and MIS reporting Handling queries.Qualification Graduates or a Post Graduate in finance , with a minimum experience of 18 months in handling and maintaining relations with HNI and retail clients.,
Keyskills :
trading accounts strategy customerrelations duediligence localsales mutualfunds management onlineoperations managementinteraction mf mis kyc sip ullfinalsettlement misrep ting seni ateliaison