Mutual Fund Specialist

Job Title: Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location: MumbaiEmployment Type: Full-TimeExperience Level: 0–3 years (Graduates welcome; Freshers encouraged toapply)About the Role: We are seeking a dynamic and driven individuals to join ourteam as a Virtual Relationship Manager MFD. This role is focused on engagingwith...

RevenUmf .com, a fast-growing, AI-powered mutual fund investment platform is expanding its national Mutual Fund Distributor (MFD) network. We are looking for a senior professional who has deep experience in the MFD ecosystem and can lead sub-distributor acquisition across India.If you have experience in large MFD ecosystems such as NJ, Prudent, or other...

RevenUmf.com is a fast-growing digital wealth platform that partners with banks, financial institutions, and distributors to drive long-term investment growth. We are now expanding our Banking Channel, and we’re looking for an experienced professional who can build strong partnerships with banks and scale MF + Insurance distribution.Role OverviewThis is a...

**We are urgently looking for Mutual Fund - Operation location based at Barakhamba Road, New Delhi** - Understanding of internal system. - Reconciliation of transactions between the exchange and back - Order placement into the exchange. - Updated with the regulator s norms. - Handling client queries / inspection queriLiaising with colleagues and other teams...

Job Title: Head of SalesCompany: Capitalmind Asset Management Private LimitedWork Location: Bangalore (Work from Office)About Capitalmind:Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer multiple mutual fund...

About UsBull Bear Cubs is one of India's fastest-growing financial education and investment platforms, with a community of 1,00,000+ learners guided by experienced market mentors.We empower individuals to achieve financial independence through education, investment, and advisory services. As part of our expansion, we're building a strong team for Mutual Fund...

From 2 to 5 year(s) of experience - ₹ Not Disclosed by Recruiter - New Delhi**Roles and Responsibilities** - Acquisition of potential new IFA for Mutual Fund - Ensure 90% of IFA are Active every month - Work on Inactive IFA to make them Active - Advising IFA clients on various investment ideas based on the suitability to their risk - profile, return...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

**Sales Manager: Mutual Fund** **Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for...

Job Role Meeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/...