Mutual Fund Advisor

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

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 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...

Job Title: Mutual Fund ExecutiveJob Type: Full-time, OnsiteWork Days: Monday to SaturdayLocation: In person (Lucknow)Salary: ₹15,000 – ₹20,000 per monthContact: | Benefits: Provident FundKey ResponsibilitiesOperate mutual fund panels and process applications (SIP, STP, SWP, Switch, Purchase, Redemption, NCT) via NSE/BSE/MINT/CAMS/KFintech/MFU.Assist...

**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, procedures, and regulatory...

Relationship Manager - Mutual Fund Sales Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location Increasing market share and broad basing the business in the...

Job Title Regional Manager Uttar Pradesh Department Sales Distribution Industry Asset Management Mutual Funds Location Lucknow Uttar Pradesh Reporting To Zonal Head - North Key Responsibilities Lead and manage a team of 12 sales professionals ensuring they meet business objectives and individual KRAs Drive retail business growth by empanelling...

interview timing - 10am to 5pm Process - Tele sales Designation - Product Advisor Number of positions - 30 Need fluent hindi + Marathi communication. Minimum 1 years of experience in TeleSales/upsell/renewals. Qualification - HSC passed. Salary - 15k to 18K IH 1 Rotational week off between Monday to Friday. **Job Types**: Full-time,...

Product - Life Insurance and Investment Plans Job Description-Product - Life Insurance and Investment Plansnsurance and Investment Plans ---------------------Product - Life Insurance and Investment Plans and Investment Plans Salary = 17500 **Responsibilities**: --------------------- - 1- Meet or exceed sales targets and revenue goals by actively seeking...