Mutual Fund Advisor

**Job Title: Wealth Advisor Location: Noida, Delhi NCR** PRIME FOLIOS PVT. LTD. **PFPL (Prime Folios Pvt Ltd)** is one of the leading bespoke finance and wealth management advisories. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns. **JOB DESCRIPTION**: The Wealth...

JOB DESCRIPTION: The Wealth Advisor must have knowledge of mutual funds serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, provide sound financial planning advice and...

We are looking for a skilled and experienced Operations Executive with expertise in mutual fund back office operations and rectification of transactions. As an Operations Executive, you will play a crucial role in ensuring the smooth functioning of our mutual fund operations, handling transaction rectification, and maintaining accurate records. Your...

Pay: ₹300,000.00 - ₹400,000.00 per year **Benefits**: - Provident Fund Schedule: - Rotational shift Supplemental pay types: - Performance bonus **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - total work: 1 year (preferred) - Customer service: 1 year (preferred) **Language**: - English (preferred) - Hindi...

**Job Description**: 1. Assist the MD in tracking key matrices and reports 2. Managing end-to-end daily operations in the MD office 3. Creating impact business presentations 4. Creating meeting minutes and tracking progress on the same 5. Summarizing data and sharing MIS in prescribed formats 6. Scheduling meetings and tracking MD's...

JD for the post of **Sales-Relationship Executive** (Stock Broking Company) **Experience**: 1-2 Years of Marketing **Company Profile**:Stock Broking Company. **Location: Field Job (Delhi & Noida) Initial Training at Noida Office.** **Responsibilities include but not limited to**: - Maintaining the relationship with the existing customers. - Generate...

**Job description** **Roles & Responsibilities** Immediate Requirement - business development manager for individual role as well as team leader (can have his/her own team) Demat selling, trading account, revenue generation, mutual funds and other stock market products. Need to maintain relations with his clients and with the team members. Job Location:...

Hiring for inbound campaign Customer service Minimum 1 year of experience in telesales and inbound process Salary 15k CTC to 18 CtC **Job Types**: Full-time, Part-time, Permanent, Fresher **Salary**: ₹12,143.20 - ₹17,552.14 per month Expected hours: 30 per week **Benefits**: - Health insurance - Paid sick time - Provident Fund Schedule: - Day...

Identify and prospect potential B2B clients in the education sector, with a focus on educational institutions such as schools, colleges, and universities. - Develop and maintain a robust sales pipeline to achieve monthly, quarterly, and annual sales targets. - Conduct thorough market research to understand customer needs, preferences, and buying behavior. -...

Job Summary: The Field Executive for ERP Sales in the Textile & Garment Industry plays a crucial role in promoting and selling Enterprise Resource Planning (ERP) solutions tailored to meet the specific needs of businesses within the têxtile and garment sector. This role involves building relationships with potential clients, understanding their operational...

Job Descriptions (JD) Overview: - **Automotive Customer Advisor**: - **Role**: Guide customers through the vehicle purchasing process, providing expert advice on car features and financing options. - **Key Responsibilities**: - Greet and assist customers in selecting the right vehicle. - Offer detailed information on vehicle features and benefits. -...

Process - Tele sales Designation - Product Advisor Number of positions - 30 Need fluent hindi + Marathi communication. Easy selection Minimum 6 months of experience in TeleSales/upsell/renewals. Need immediate joiners Qualification - HSC passed. Salary - 15k to 18K IH 1 Rotational week off between Monday to Friday. **Job Types**: Full-time,...

**Service Advisor Responsibilities**: - Greeting customers and directing them to available mechanics. - Consulting with mechanics regarding necessary repairs and possible alternatives to expensive repairs. - Using your knowledge of our products and services to sell or provide in-depth information about available parts and service options to customers. -...

The Workshop Service Advisor is a critical role within the 2-wheeler dealership, responsible for ensuring the smooth operation of the service department. This role involves interacting with customers, understanding their service needs, providing estimates, coordinating with the workshop team, and ensuring timely delivery of serviced vehicles. The Service...

An Operations Executive in the Mutual Funds industry plays a key role in ensuring the smooth functioning of various operational aspects related to mutual fund transactions and client services. Here's a comprehensive overview of the job profile: **Responsibilities**: - **Client Servicing**: Handle inquiries and provide assistance to clients regarding their...

We are currently hiring for International Customer Service Advisor for Bhopal Location Location : Badwai, Gandhi Nagar, Bhopal, Madhya Pradesh Process : International Non-Voice Process Package : 13000 to 15000 + 2700 Performance Bonus **Perks and Benefits**: Cab facility available in night shifts till 25km only from evening 6:30pm to morning...

Responsible for generating brokerage primarily through advising clients on their equity portfolio. - 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. - Revenue generation revenue to be generated from broking accounts which are self-sourced and...

Compensation**₹ 220,000 - 350,000 per year** - Required Experience**1 - 3 Years** - Skills**demat ,** **dmat ,** **mutual funds** hiring for a leading finance company: key responsibilities: - Identify and acquire potential customers, and create strategies to expand the customer base. - Ability to build productive business relationships with clients and...

**Job Summary** Sales & marketing in insurance and mutual funds. **Salary**: From ₹9,000.00 per month Day range: - Weekend availability Shift: - Day shift Work Location: In person **Speak with the employer** +91 9883087186

Job description Key Responsibilities: - Develop and maintain strong relationships with clients through effective communication and exceptional service. - Identify and pursue new business opportunities through proactive outreach and networking. - Collaborate with internal teams to ensure timely and efficient execution of trades and investments. - Provide...