Relationship Manager – Mutual Fund

This is an excellent opportunity for those who are fully familiar and experienced in Mutual Fund SalesThe recruiter is one of the top 3 Mutual Funds in IndiaThe candidate must have minimum 4 years experience in selling Mutual FundsCandidate must be NISM V A certifiedAbility to build strong relationships and excellent communication skills are a must

Company Description mNivesh, established in 2006, is one of India's leading distributors of mutual funds, ranking among the top five in Delhi. We manage an AUM of Crore solely in mutual funds. Our product offerings include Stocks, Insurance, Fixed Deposits, Bonds, and Debentures to meet diverse investment needs. Our mission is to help clients achieve their...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: We are seeking a...

Job descriptionAbout the Role:We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.Key...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

(ACCEPTING GURGAON BASED CANDIDATES ONLY) - Acquiring and managing the business (HNI and ultra HNI). - Increasing the investment AUM portfolio size. - Ensuring adherence to compliance processes and guidelines. - Advice clients on their product requirement to maximize their investments. - Develop new client relations through references. - Generate the...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Job Description We are looking for a dynamic and result-oriented Relationship Manager to join our team, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers to grow their business, assisting in client servicing, and ensuring sustainable growth. The ideal candidate should be proactive,...

Job OverviewYou will be the principal trusted advisor and revenue driver for mutual fund and AIF distribution in your territory, working independently (IC role) to grow our business through deep client relationships and channel development. ResponsibilitiesDrawing from industry norms for IC roles in mutual fund distribution: Channel Development &...

Job description:Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...