Mutual Fund Advisor

About Job Role:We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:- Advise clients on mutual fund...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends. Key Responsibilities: Advise clients on mutual...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:Advise clients on mutual fund...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:Advise clients on mutual fund...

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

About Our Organization:We are pioneering tax optimization solutions for salaried professionals by leveraging AI technology. As we expand our services to include comprehensive financial advisory, we seek a skilled expert to help individuals optimize their taxes while achieving their long-term goals.Key Responsibilities:Mutual Fund Portfolio Analysis and...

Onxx Staffing Solutions is hiring a Business Development Manager - Mutual Funds. This role involves driving sales and increasing market share from Mutual Fund Distributors / Registered Investment Advisors in assigned locations. The ideal candidate should have good knowledge of investment options available in the mutual fund space across various asset...

**Business Development Role for Mutual Fund Industry:**We are seeking an experienced Business Development Manager to join our team at Onxx Staffing Solutions. As a Mutual Fund Business Development Manager, you will play a pivotal role in driving sales growth, expanding market share, and building strong relationships with mutual fund distributors and...

**Business Development Role for Mutual Fund Industry:**We are seeking an experienced Business Development Manager to join our team at Onxx Staffing Solutions. As a Mutual Fund Business Development Manager, you will play a pivotal role in driving sales growth, expanding market share, and building strong relationships with mutual fund distributors and...

About the RoleWe are seeking a seasoned Investment Portfolio Manager to join our team at Creddinv Technologies Pvt Ltd. As a Mutual Fund Advisor, you will be responsible for providing expert advice on investment strategies tailored to our clients' financial goals and risk tolerance.The ideal candidate will possess strong analytical skills, excellent...

**Job Overview:**As a Mutual Fund Relationship Manager, you will play a crucial role in driving sales growth and expanding market share within the assigned location or branch. Your primary responsibility will be to build and maintain strong relationships with mutual fund distributors and registered investment advisors, ensuring seamless communication and...

**Job Overview:**As a Mutual Fund Relationship Manager, you will play a crucial role in driving sales growth and expanding market share within the assigned location or branch. Your primary responsibility will be to build and maintain strong relationships with mutual fund distributors and registered investment advisors, ensuring seamless communication and...

**Job Description: Mutual Fund Operations - BSE StAR Platform** **Position Title**: Mutual Fund Operations Executive **Location**: Bangalore **Department**: Mutual Fund Operations **Job Overview**: The Mutual Fund Operations role involves overseeing the efficient functioning of mutual fund transactions and related activities on the BSE StAR platform....

**Be a part of an exciting growth journey of Groww.** **About Groww** - Groww is India’s fastest-growing investment platform founded in 2016 by alums from Flipkart, ICICI, IITB, IITD, BITs Pilani and is backed by marquee investors like Tiger Global, Sequoia Capital, Ribbit Capital, and Y Combinator. We are a unicorn with a valuation of $3.2Bn with a user...

**Introduction**: Join Goalstox, a dynamic financial technology startup at the forefront of goal-based investment management as a **Mutual Funds Distributor.** As MFD, you will play a pivotal role in helping investors achieve their financial goals. This is not your ordinary job; it's an opportunity to build your portfolio of investors, **earn lifelong...

**About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...

**About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...

Hi, Position: Mutual Fund Sales Location: Bengaluru Experience: 0 to 4 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹40,000.00 per month Schedule: - Day shift **Experience**: - 10 key typing: 5 years (preferred) Ability to Commute: - Banasankari 3rd Stage,...

Job Roles & Responsibilities: 1. New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities. 2. Create Investment Proposals and Enter Data in to Software and Excel 3. Track Goals, Asset Allocation, SIP & STP Reconciliations 4. Create Review Reports and Portfolio Analysis and Product Notes 5. Share...

**About PhonePe** PhonePe is India’s leading digital payments platform with over 400 million+ registered users. Using PhonePe, users can send and receive money, recharge mobile, DTH, data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app and...