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Urgent Opening for Mutual Fund Advisor at Santacruz (Looking for Female)

1.00 to 6.00 Years   Mumbai City   28 Dec, 2024
MONALISA MANPOWER MANAGEMENT LLP
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 1.5 - 2.0 Lakh/Yr
IndustryInsurance
Functional AreaEquity Research
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings From Monalisa HR Team.!We have anUrgentopening for the position of OperationsExecutive/Mutual Fund Advisor One of our reputed clients@ their Santacruz - West Location.Job Location: -Santacruz - WestDesignation: -Mutual Fund AdvisorRolls: - On-Rolls.Educational Qualification: - Graduate / Post Graduate would be an added advantageSalary: -In Between 18k - 25k net in hand&based on a complete interview evaluation process too.Experience Minimum 2-3 Years of experienceJob Nature: -Full Time/ Work from Office.Key Responsibilities Experience in General InsuranceCoordinating with investors regarding fund switches, new SIPs lump sums, redemptions etc. Preparing collating mutual fund reportsPrepare QuotationsPrepare daily MIS entryManage & maintain data of clientsIssue policy & share with clients.Answered inbound sales calls and converted them into new opportunities.Engage potential customers in dialogue that opens opportunities.Provide information regarding products/service in an engaging manner.Mailing required details like brochures, product profiles to clients.TECHNICAL /FUNCTIONAL SKILLS:Excellent communication skills, both in written and verbal.Working knowledge of Microsoft Windows and Excel spreadsheets using v-lookup and pivot tables.Have a strong work ethic and are eager to learn.Be strongly skilled in organization, problem-solving, customer service, and multitasking while being committed to excellence.Excellent customer service skills to ensure customers get awesome experience from company productStrong time management skills and ability to prioritize and multitask effectively.Excellent interpersonal skills to relate cordially with team members, customers, colleagues, management, etc.Ability to work well in a fast-paced environmentTHE PERSON SHOULD BE WILLING TO JOIN IN15-20 DAYS TIME ORIMMEDIATELYJOINER.Request for interested candidates; please share your updated resume with us via the below Email-ID - hidden_email,also the candidate can reach us at hidden_mobile.
    • Current /Last Net in Hand -
    • Salary will be offered based on the interview /Technical evaluation process.
    • Notice Period & LWD was/will be -
    • Reason for Job Change -
    • Total Years of Experience in Specific Field -
    We are waiting for your feedback on this.Thanks & RegardsMonalisa Group of ServicesMonalisa HRhidden_emailhidden_mobile

Keyskills :
investmentgeneral insuranceinbound callsinsurance brokingportfolioinsurance salesequitymutual fundsredemptions

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