Regional Sales Manager-Mutual Funds

Job Title: Regional Sales Manager - Mutual FundsAt Wen Consult, we are seeking a highly skilled and experienced Regional Sales Manager to join our team. As a key member of our sales team, you will be responsible for driving sales growth and expanding our customer base in the mutual funds industry.Key Responsibilities:Engage with clients regularly to...

Job Description Core Responsibilities: Engage with the clients regularly and conduct their portfolio reviews. Understand the clients goals aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective and to identify any necessary updates. Prepare and interpret client...

Job DescriptionCoreResponsibilities:Engage with the clients regularly andconduct their portfolio reviews.Understand the clients goals aims andaspirations and ensure his investment strategy is aligned withit. Monitor financialmarket trends to ensure that plans are effective and to identifyany necessary updates.Prepare and interpret client informationsuch as...

Job DescriptionCore Responsibilities: Engage with the clients regularly and conduct their portfolio reviews. Understand the clients goals aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective and to identify any necessary updates. Prepare and interpret client...

Job DescriptionCore Responsibilities: Engage with the clients regularly and conduct their portfolio reviews. Understand the clients goals aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective and to identify any necessary updates. Prepare and interpret client...

Supporting the operational and administrative functions of an insurance and mutual fund. - Execute mutual fund transactions, including purchases, redemptions, switches, and transfers, following established procedures. Verify and validate all transaction-related documentation for completeness and accuracy. - Maintain organized and up-to-date records of...

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients...

Company Description Wealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate...

Job Title: Wealth Advisor Location: Noida, Delhi NCR PRIME FOLIOS PVT. LTD. **PFPL (Prime Folios Pvt Ltd)** is one of the leading bespoke finance and wealth management advisories. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns. JOB DESCRIPTION: The Wealth Advisor...

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients...

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients...

Company Description Wealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate...

Company Description Wealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate...

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients...

Role OverviewWealth Redefine is seeking a highly skilled Service Manager - Mutual Funds to join our team in Noida. As a key member of our operations team, you will be responsible for managing daily mutual fund operations, providing exceptional client service, and coordinating with fund houses.Key ResponsibilitiesManage daily mutual fund operations, including...

Job Title: Service Manager - Mutual FundsWealth Redefine is a boutique Mutual Fund distribution firm based in Noida, India. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients and High Net Worth Individuals.Role OverviewThe Service Manager will be responsible for daily management of mutual fund...

Job Title: Service Manager - Mutual FundsWealth Redefine is a boutique Mutual Fund distribution firm based in Noida, India. Our team specializes in goal-based financial planning and offers a range of financial instruments, including Mutual Funds, PMS, and Alternative Investment Products.Role Description:This is a full-time on-site role for a Service Manager...

Service related to mutual funds and co ordinate with various stake holders like amfi, fund houses and clients. **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 per month Schedule: - Day shift **Experience**: - total work: 2 years (preferred) - Mutual fund Industry: 2 years (preferred) Work Location: In person

Multiple positions are open related to mutual fund background. **Minimum 1 year of experience required.** **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹60,000.00 per month Application Question(s): **Experience**: - total work: 1 year (preferred) - Mutual Funds: 1 year (preferred) Work Location: In person

Company DescriptionWealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients...