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Mutual Fund Specialist
White Force GroupMumbai, Maharashtra, India30+ days ago
Job descriptionProactively resolve service-related queries to ensure uninterrupted DSA Conduct training sessions for DSAs on digital tools, mutual fund platforms, Coordinating & activating DSA’s and lesioning with internal teams to handle Monitor DSA performance and deliver data-driven insights to help improve Minimum 2 years of experience in mutual fund operations, client servicing, or Solid understanding of mutual fund processes, platforms, and compliance Excellent communication and relationship management skills. Ability to analyze performance data and derive actionable insights. Proficiency in using digital tools, CRM platforms, and reporting systems
HIRING FOR Business Development Executive
Location -Andheri East, Mumbai
CTC - Upto 4 LPA +Incentive
Experience - Min 6 months to 2 years required in Mutual Funds sales
Job Description : We are seeking a dynamic Business development Executive
to support and manage our network of Direct Selling Agents (DSAs) engaged
in mutual fund & other wealth distribution. The ideal candidate will be
responsible for ensuring smooth operational flow, resolving service issues,
and delivering tech-enabled support to enhance partner experience and thus
ensuring business outcomes by activating our existing DSA’s.
Key Responsibilities :
- Act as the primary Relationship Manager for DSAs distributing mutual funds.
- Provide tech-enabled assistance for transaction processing, reporting, and
compliance-related activities.
operations.
and workflow optimization.
escalations and provide timely updates.
productivity and mutual fund or wealth business of the company.
Required Skills & Qualifications :
financial product distribution.
OR
Fresher, Graduated from BBI stream
regulations.
Email - sakshi.gupta@white-force.in
Contact - 9770502074
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Specialist Mutual Fund • Mumbai, Maharashtra, India
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