Investment Manager Mutual Fund

3 weeks ago


Ahmedabad, India Waytogo Consultants Full time
  • To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
  • Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.
  • Profiling customers and provide financial products to meet customer needs
  • Ensuring the highest levels of service to the client /wealth client.
  • Providing Investment planning and advice
  • Achieving sales and revenue targets spread across product mix
  • One point contact for the assigned customer
  • Acquisition & Servicing of Ultra HNI and Wealth Client
  • Preference to NISM Certified candidates with experience in managing wealth client with in depth knowledge of Mutual Funds.

  • Mutual Fund

    4 weeks ago


    Ahmedabad, India Investmentor Securities Ltd Full time

    We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance. - Tie up with different AMCs, and can do marketing and sales for MFs. - Contacting existing clients and pitch new investment...

  • Mutual Fund Executive

    1 month ago


    Ahmedabad, India Kaapro Management Solutions Full time

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  • Back Office

    4 weeks ago


    Ahmedabad, Gujarat, India Prudent Corporate Advisory Services Full time

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  • Ahmedabad, India Tigi Hr Solution Full time

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  • ahmedabad, India MyCityAhmedabad Full time

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  • Back Office

    1 month ago


    Ahmedabad, India Mantras2Success consultants Full time

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  • Fund Manager

    4 days ago


    Ahmedabad, India SucSEED Ventures Full time

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  • Fund Manager

    4 days ago


    ahmedabad, India SucSEED Ventures Full time

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  • Back Office Assistant

    1 month ago


    Ahmedabad, India Saumitra Trivedi Full time

    We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...


  • ahmedabad, India Klub Full time

    Summary: Weare looking for a candidate with 5 years experience in fundoperations to lead operations compliance and reporting for ourupcoming debt funds in India and UAE.Aceler8our family of funds is tailormade for Asia s Digital SMEs throughheavy usage of technology at all stages of the investment process.Our first fund is fully raised and deployed. We are...

  • Operations Head

    13 hours ago


    Ahmedabad, India Tarrakki Full time

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  • Operations Head

    1 day ago


    Ahmedabad, India Tarrakki Full time

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  • Ahmedabad, India White Ocean Investment Services LLP Full time

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  • Ahmedabad, India Faircent Full time

    Job Description Job Responsibilities: Graduate / Post graduate 2-3 years of Sales experience in managing partners/distributors/franchisee network of  financial  products from financial  services industry, preferably Mutual Funds (AMC), Banks, Stock broking/Securities, General Insurance industry. Candidates having AUM (Asset under Management)...


  • ahmedabad, India Faircent Full time

    Job Description Job Responsibilities: Graduate / Post graduate 2-3 years of Sales experience in managing partners/distributors/franchisee network of  financial  products from financial  services industry, preferably Mutual Funds (AMC), Banks, Stock broking/Securities, General Insurance industry. Candidates having AUM (Asset under Management)...


  • Ahmedabad, India White Ocean Investment Services LLP Full time

    **Job Title**:Relationship Executive **Location **Ahmedabad **Work Experience**:1 year - 2 years. **No. of Vacancy: 2** **Qualification**:Graduate/Post Graduate **Gender**:Male / Female **Main Responsibilities**: - Fix up appointments with the potential clients. - Should be able to convert the leads / call the clients on a regular basis. - Attending...


  • Ahmedabad, India Rightmatch Full time

    Company - Leading AMC Company.Role - Affluent Relationship ManagerLocation - AhmedabadBroad Responsibilities : 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. 2.Generate fresh leads through reference. 3.Achieving the business targets assigned in terms of up-selling Products. 4.Provide financial products to meet...

  • Investment Manager

    14 hours ago


    ahmedabad, India Bennett Coleman & Co. Ltd. (The Times of India) Full time

    Brand Capital is the strategic investment arm of The Times Group (Bennett, Coleman & Co. Limited). Brand Capital leverages brand-led growth and value creation via unique and pioneering investment models and programmes. At Brand Capital, we put the unmatched might of our media offerings coupled with our brand building expertise, in consumer-centric...


  • ahmedabad, India Limited Full time

    Qualification:  • Bachelor's degree in Finance, Economics, Business Administration, or related field. Master's degree or CA or CFA designation is preferred.  • Minimum of 3-8 years of experience in investment banking, private equity, or related field.  • Experience in Pharma/ Healthcare would be desirable.  • Strong proficiency...