Mutual Fund Advisor

Seeking a Mutual Fund Advisor to drive sales, guide clients on investment options, achieve targets, and ensure compliance. Build strong client relationships and deliver tailored financial solutions for growth.

**Job Title**: Mutual Fund Advisor **Experience Required**: Experience in Mutual Fund Advisory **Location**: Indore **Job Type**: Full-Time **Key Responsibilities**: - Understand client needs and provide personalized mutual fund investment advice. - Recommend suitable mutual fund schemes based on market trends, client profiles, and objectives. - Maintain...

**Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption - Maintain Portfolio of Clients,connect with them related to SIP...

**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

**Job description** **Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts,...

**Job Title**: Mutual Fund Executive **Job Type**: Full-time, Onsite **Work Days**: Monday to Saturday **Location**: In person (Lucknow) **Salary**: ₹15,000 - ₹20,000 per month **Benefits**: Provident Fund Key Responsibilities - Assist clients with **investment planning**, KYC updates, and portfolio management. - Handle **bulk transactions** and...

**Key Responsibilities**: - Take charge and improve our Mutual Fund analysis and recommendation pages - Provide insights and recommendations and help Investment advisers/counsellors guide clients better - Write and create engaging content - Conduct webinars including interviewing Fund Managers **Academics**: Master’s Degree in Finance, Economics or...

**Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off times. - Maintain a...

Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on the terminal on behalf of clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly updated with the...

Job DescriptionJob DescriptionKey Objective of the Job:As Sales Manager, you are responsible to lead generation, good interpersonal skill, good communication skills, Liaison with other function, dealership management, assist CRE's for their daily functions.Key Deliverables:Lead generation- Ensure necessary leads are generated through CRE's and channel...