Relationship And Ope....
Relationship And Operational Executive - Mutual Funds
Posted on :
06-02-2024
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
06-02-2024
Job Description
Req ID : 2509301
Onboard MFDs who confirm the subscription for FINEXA by initiating the requisite process
2)
Handhold MFDs on the usage of Finexa till they are comfortable with all the features
3)
Arrange and execute training of FINEXA for the investors of MFDs
4)
Engage in periodical interaction with MFDs seek feedback/ suggestions for improvement/
enhancements and build longterm relationships enabling retention
5)
Ideate with the Marketing Team at FINLABS to decide relevant Webinar topics for MFDs on
quarterly frequency intervals and also take the lead for organising the same
6)
Design and drive Referral Programs for MFDs to increase adoption of FINEXA
7)
Obtain Testimonials on FINEXA from subscribed MFDs that will be used by marketing team
8)
Improve engagement with subscribed and potential MFDs by creating a regular Whatsapp
Broadcast in the following manner:
NEWS Curation (Weekly)
Educational Content (Fortnightly)
Operations
9)
Track & resolve MFDs queries/ complaints and ensure their closure with TATs in close co
ordination with FINEXA development team
10)
Periodically test the system review the features vis vis competition lookout for gaps and
scope the enhancement in Finexa to keep it uptodate
11)
Browse BSE Star/NSE NMF/MFU for updates to their platform and line up those to be
integrated within FINEXA in coordination with respective platforms
12)
Keep yourself updated on the process & regulatory changes in wealth management space for
the purposes of upgrading FINEXA accordingly.
13)
Followup for fee renewals from MFDs who have subscribed to the system
mutual funds,onboarding,subscriptions
Employment Type
Full Time
Company Industry
Key Skills
- Aeronautical
- Anti Money Laundering
- Attorney At Law
- ABAP
- Accident Investigation
- Manufacturing
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
