Sales Executive Mutual Fund

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...

Company Description mNivesh is a top distributor of mutual funds in India, ranking among the top 5 in Delhi. With a history since 2006, we offer various investment products including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures. Currently managing Crore of AUM in mutual funds, we aim to help clients achieve their financial milestones globally....

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...

Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...

**Key Responsibilities**: - Research and identify potential sponsors that align with our brand and event objectives. - Develop a robust pipeline of leads through networking, cold calling, and industry events. - Create compelling sponsorship proposals and presentations tailored to the needs of potential sponsors. - Effectively communicate the value...

**Key Responsibilities**: - Lead Generation: Identify and target potential clients, including financial advisors, investment firms, and individual investors. - Client Acquisition: Develop and implement strategies to acquire new clients and expand our customer base. - Product Knowledge: Maintain a deep understanding of SimpliFin.ai’s products and services,...