Human Resource at Rightfunds.com
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Rightfunds.com - Mutual Fund Distributor (2-5 yrs)
The candidate must have completed NISM 5A
You are required to possess the following:
1. Managing and monitoring existing investor portfolios. Maintaining excellent client relations & providing superior quality service for all their mutual fund related needs.
2. Formulating Strategies to reach out to new clients. Understanding their financial objectives and accordingly suggesting mutual fund schemes.
3. Preparing KYC and other document for clients in a prudent manner(as required by SEBI) in order to invest in mutual funds.
4.Building and maintaining excellent relationships with key personnel in the mutual fund and banking domain.
5. Researching and keeping up to date knowledge of the market, current affairs and the mutual fund industry in general at all times.
6. Travelling to other region in order to solicit business and foster business development efforts.(Arrangement for this will be made by the company).
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