Job Description

Job Title: Junior Executive

About Us:

We are a leading mutual fund investment firm, dedicated to helping our clients achieve their lifetime financial goals by offering tailored investment solutions from over 40 fund houses.

:

As a Junior Executive, you will support our clients' investment journeys by providing assistance in various aspects of mutual fund investments..

Responsibilities:

Assist clients with account setup, investment queries, and documentation.

Support senior team members in analysing client financial profiles and recommending suitable mutual fund schemes.

Stay updated on market trends and fund performance to provide informed recommendations.

Build and maintain strong client relationships through effective communication and proactive assistance.

Perform administrative tasks such as data entry and record keeping to ensure smooth operations.

Qualifications:

Bachelor's degree in Finance, Business Administration, Economics, or related field.

Basic understanding of mutual fund investment principles preferred.

Basic System Knowledge

Ability to work well in a team and willingness to learn from experienced professionals.

Customer-focused mind-set with a desire to help clients achieve their financial goals.

Additional Information:

Full-time

Training provided to familiarize with company policies, procedures, and industry regulations.

Salary will be provided as per company norms and based on the candidate's experience and qualifications.

Chennai candidate preferable

Experience -0-2 years

Join us in making a difference in our clients' financial futures. Apply now to start your journey with us as a Junior Executive.

Job Type: Full-time

Pay: ?10,000.00 - ?15,000.00 per month

Schedule:

• Day shift

Experience:

• total work: 1 year (Preferred)

Work Location: In person

Speak with the employer
+91 9944676883