Mutual Fund Advisor

Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

Job Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–2 years(Graduate Freshers Welcome)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled Mutual Fund...

Position-Manager / Deputy Manager – AMC background preferredFunction-Brokerage - Corporate MarketingAbout LIC Mutual FundLIC Mutual Fund is among India's well-established players in the asset management industry. Guided by the principles of disciplined investing, strong financial ethics, and robust corporate governance, LIC MF continues to build a trusted...

Job description:Position: Mutual Fund Sales – Virtual Relationship ManagerIndustry: BankingExperience: 0–1 YearLocation: Thane / Goregaon (Mumbai)Certification Required: NISM Series V-A (Mutual Fund Distributors)Job DescriptionWe are hiring enthusiastic and customer-focused professionals for the role of Virtual Relationship Manager – Mutual Fund Sales...

Managing day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...

**Job Description / Key Responsibilities**: ❖ Should be an investment expert and provide Mutual Funds investment options to customers based on their financial requirement. ❖ Provide personalized financial services and investment advice based on individual client needs so that they can make informed investment decisions. ❖ Responsible for acquiring &...

Location: Ram Mandir Station (Goregaon)Shift: General | 6 Days WorkingEligibility: Graduate (Freshers Welcome)Fixed Day ShiftCareer Growth in Banking & Finance sectorCompany Profile:We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

PROSPERi5 is a next-generation, multi-asset wealth platform catering to individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and innovative new-age investment products – all delivered through a seamless,...