Mutual Fund Sales Executive

We are looking for a dynamic sales representative to kickstart a new business line, and are looking for an individual who is enthusiastic, fearless, and able to build relationships. With excellent opportunities to grow with the company, this opportunity is excellent for someone who can take charge of a region and grow this. The company is looking at a strong...

Job Description Mutual Funds Executive - Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients and the...

This role focuses on channel partner development across MFDs, Wealthtech and other financial distributors. - Drive sales growth by developing and maintaining positive relationships with channel partners and distributors. - Meet or exceed sales targets by developing and implementing sales plans and prioritizing activities to ensure targets are met. - Maintain...

**Experience: 1 to 5 years** - Good communication i.e. spoken & written. - Should be updated with the current Mutual Fund guidelines. - **Preferred experience in handling mutual fund financial transactions i.e. Purchases, switches, redemptions, SIP/STP/SWP, etc.**: - Proper working knowledge /Experience of MS Excel,...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...

ITES / BPO / Operations / Customer Service / Telecalling Ahmedabad, Gurgaon _Ahmedabad_, _Gurgaon_ March 22, 2024 - March 23, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Ahmedabad,Gurgaon - **Required Education **B. Com/BBA/ Finance preferred - **Course Type **Full Time - **Min Required Experience (Years) **1 - **Max Required Experience...

**Job Summary**:PMS Financial Services is looking to hire a high performing Sales executive (with an entrepreneurial mindset) who can develop sales growth strategies and ensure successful execution to achieve the Financial Targets for Equity, Mutual Funds & Bonds. The Job will be focused on building client relationships, developing sales plan to achieve...

JOB DETAILSTo source open market business too and achieve the targets assignedTo be completely aware of the products being offered by the company and understand competition offering and handle customer objectionsTo ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and...

JOB DETAILSTo source open market business too and achieve the targets assignedTo be completely aware of the products being offered by the company and understand competition offering and handle customer objectionsTo ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and...

**Job Title**: Sales Officer **Company**: Nippon India Mutual Funds **Location**: Navrangpura, Ahmadabad **Job Type**: Full-time - **Sales and Distribution**: Actively promote and sell Nippon India Mutual Funds' products to potential investors, including individuals, corporates, and institutions. - **Client Relationship Management**: Build and maintain...

At **Birmon Finacc**, we're proud to offer a complete finance solution majorly buying and selling of stocks, mutual fund, bonds or commodity contracts, stock options, and Finance advisory services. To help us grow our offerings, we're in search of an - General Requirements:_ **Qualification** BBA/MBA(Finance/Marketing) or B. Com/M. Com **Location** Gota,...

**Company Name**: SMC GLOBAL SECURITIES LTD **Designation**: Sales Executive **Experience**:Min 6 months - 1 year **Responsibilities**: Responsible for Client Acquisition and collecting Margin. **Business/ Operational/ Functional/ Financial Perspective**: - To accomplish Account opening targets, set by the superiors. - Generating leads through cold...

**Description**: Are you a dynamic and results-oriented professional with a proven track record in sales? Join Otrix, a leading D2C Beauty and Personal Care brand, as a Sales Executive and contribute to our mission of connecting customers with high-quality beauty and personal care products. As a Sales Executive, you will be a key player in driving revenue...

Location: Ahmedabad - Experience: 1 Year **Duties & Responsibilities**: - Acquiring new clients and managing and retaining such relationships by delivering best standard of services - Activating dormant clients - Making outbound calls & Calling leads generated through Digital Marketing - Contacting existing clients and pitch new investment opportunities to...

Responsibilities: - Develop and execute strategic sales plans to achieve company sales targets and expand market share in the steel industry. - Identify and pursue new business opportunities through proactive prospecting, networking, and lead generation. - Build and maintain strong relationships with existing clients, ensuring high levels of customer...

**Job description: - ** To promote all the product line of Mutual Fund To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Follow up through regular weekly / monthly calls NISM Certificate is required. Pay: ₹15,000.00 - ₹20,000.00 per...

**Salary**: ₹9,235.56 - ₹33,320.10 per month **Benefits**: - Cell phone reimbursement - Health insurance Shift: - Fixed shift Travel requirement: - No travel Ability to commute/relocate: - Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (required) **Education**: - Bachelor's (preferred) **Experience**: -...

Responsibilities: Develop and Execute Channel Strategy: Create and implement an effective channel strategy to identify, recruit, and onboard distributors for our products and services. Partner Relationship Management: Establish and nurture strong relationships with distributors, serving as their main point of contact. Regularly assess partner needs,...