Mutual Fund

1 month ago


Ahmedabad Gujarat, India Investmentor Securities Ltd Full time

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 growth plan.
- Tie up with different AMCs, and can do marketing and sales for MFs.
- Contacting existing clients and pitch new investment opportunities in MF market.
- Acquire new clients, advise and update about new investment opportunities.
- Plan activities/seminars and webinars to educate/aware existing and potential clients.
- Prepare business plans and strategies.
- Maintain long term relationships with existing high networth customers
- Revenue generation through sale of PMS, bonds, MFs.

**Must have NISM Series V-A: Mutual Fund Distributors Certification**

**Skills Requirement**:

- Must have good knowledge of all Mutual Fund’s AUM and SIP Schemes
- Good Communication skills to guide the client about the suitable investment products as per clients profile.
- Good Convincing power.
- Achieving weekly and monthly targets.

Hands on experience in Wealth Management, Financial Planning or Investment Advisory in: Mutual Funds (MF), Life Insurance (LI), General Insurance (GI).

**Job Types**: Full-time, Permanent, Fresher

**Salary**: ₹15,000.00 - ₹50,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (required)
- mutual fund: 1 year (required)
- Financial planning: 1 year (required)
- Wealth management: 1 year (required)

Work Location: In person


  • Back Office

    4 weeks ago


    Ahmedabad, Gujarat, India Prudent Corporate Advisory Services Full time

    **Function**: Operations/Back Office **Location**: Ahmedabad **Description**: **Job Profile**: Ø Processing Mutual Fund/FD/Bond Transactions Ø Managing Queries/requirement post Transaction processing Ø Servicing to HNI/Ultra HNI Clients for the requirement Reports/SOA **Desired Profile**: Ø Mutual Fund Experience of at least 2-3 years Ø Good...

  • Mutual Fund

    4 weeks ago


    Ahmedabad, India Investmentor Securities Ltd Full time

    We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance. - Tie up with different AMCs, and can do marketing and sales for MFs. - Contacting existing clients and pitch new investment...

  • Mutual Fund Executive

    1 month ago


    Ahmedabad, India Kaapro Management Solutions Full time

    Opening: 1 Nos.- Job ID: 55997- Employment Type: Full Time- Reference: - Work Experience: 0.6 Year(s) To 2.0 Year(s)- CTC Salary: Not Disclosed by Recruiter- Function: Other- Industry: Other- Qualification: Any - Any Graduation- Location: - Ahmedabad Posted On: 06th Mar, 2023 **- Responsible for operations in Mutual Funds, Broking & related services -...


  • Ambawadi, Ahmedabad, Gujarat, India Yashasvi Finvest Pvt. Ltd. Full time

    Job Title: Mutual Fund Operations Manager Responsibilities: - Manage all aspects of mutual fund operations, focusing on KYC compliance and portfolio management. - Proficiency in BSE and Redvision software. - Coordinate with clients regarding their service service-related queries. - Excellent communication and interpersonal abilities. - Proven...


  • ahmedabad, India MyCityAhmedabad Full time

    Candidate should be Graduate. should have up to 1-3 years of experience in academic background of mutual funds and financial management.experience in mutual fund industry. Job Timing: 09.00 AM to 6.30 PM. Salary : Upto Rs.20000/- PM.


  • Ahmedabad, India Tigi Hr Solution Full time

    Job Responsibilities: The incumbent will be responsible for but not limited to the following - Recruitment of channel partners - Providing training for Business Development - Preparing business plans and strategies to develop business of channel partner - Planning different activities with channel partners to increase their productivity - Accompanying IFA on...

  • Back Office

    1 month ago


    Ahmedabad, India Mantras2Success consultants Full time

    Opening: 1 Nos. Job ID: 66467 Employment Type: Full Time Reference: Work Experience: 2.0 Year(s) To 3.0 Year(s) CTC Salary: 1.44 LPA TO 1.80 LPA Function: BFSI, Investments & Trading Industry: Insurance **Location**: - Ahmedabad **Position Overview**: The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the...


  • Ahmedabad, India SBI Mutual Fund Full time

    This position is resposible for supporting SBI channel sales in Ahmedabad


  • Ahmedabad, India SBI Mutual Fund Full time

    Resposible for handling Customer Relation and Branch Operation at ahemedabad

  • Pcg Sales

    1 month ago


    Ahmedabad, Gujarat, India Serving Skill Full time

    **Good understanding of Investment Products especially Mutual Fund.**: - **Required knowledge of D-mat.**: **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹1,500,000.00 per year Day range: - Monday to Friday Shift: - Day shift - Fixed shift Application Question(s): - Are you specifically having sales experience of mutual...

  • Wealth Advisor

    4 weeks ago


    Ahmedabad, Gujarat, India Sai Management Consultancy Full time

    Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

  • Sales Executive

    1 month ago


    Ahmedabad, Gujarat, India Kaapro Management Solutions Full time

    Opening: 1 Nos.- Job ID: 81867- Employment Type: Full Time- Reference: - Work Experience: 0.5 Year(s) To 5.0 Year(s)- CTC Salary: 0.00 LPA TO 3.00 LPA- Function: BFSI, Investments & Trading- Industry: Banking/Financial Services- Qualification: Any - Any Graduation- Location: - Ahmedabad Posted On: 24th Apr, 2024 **Company Name: - VENTURA RESEARCH Job...

  • Mutual Fund Sales

    1 month ago


    Ahmedabad, Gujarat, India Serving Skill Full time

    Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

  • Back Office Assistant

    1 month ago


    Ahmedabad, India Saumitra Trivedi Full time

    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...


  • Ahmedabad, Gujarat, India Prudent Corporate Advisory Services Full time

    **Function**: Customer Support Executive **Location**: Ahmedabad **Description**: **Responsibilities**: Should be open to take calls. Serves customers by providing relevant information. Collecting and analyzing customer feedback. **Desired Profile**: Minimum qualification required is graduate/post graduate degree in any field except...

  • Tele Communicator

    1 month ago


    Ahmedabad, Gujarat, India Prudent Corporate Advisory Services Full time

    **Prudent Corporate Advisory Services Ltd** Incorporated in 2000 is a Leading Diversified Financial Services Group with a clear vision of providing professional services in the area of personal and corporate investments, it has created a niche segment over a period of time with an excellent quality client base with in-house capability of analyzing various...

  • Back Office Operator

    4 weeks ago


    Ahmedabad, Gujarat, India mitesh shah financial services Full time

    We are in business of mutual funds, insurance like life and general and we also do fixed deposits and many more investment instruments. **Job Types**: Full-time, Permanent **Salary**: ₹10,000.00 - ₹18,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus Application Question(s): - EXCEL WITH FORMULAS AND CREATIVE SHEETS,...

  • Wealth Advisor

    1 month ago


    Ahmedabad, Gujarat, India WHITE FORCE OUTSOURCING SERVICES PRIVATE LIMITED Full time

    Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs 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. Will need to be constantly...

  • Wealth Advisor

    1 week ago


    Ahmedabad, Gujarat, India Wealthstreet Advisors Private Limited Full time

    We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...


  • Vadodara, Gujarat, India Larsen & Toubro Full time

    Finance & Accounts - Treasury LNT/F-A-T/1035261 - PowerKnowledge City Vadodara - Posted On 24 May 2024- Required Experience 2 - 6 Years**Skills**: Knowledge & Posting Location FINANCE ACCOUNTING CORPORATE FINANCE TREASURY MANAGEMENT INVESTMENT MANAGEMENT MIS INTERNET BANKING DAILY OPERATIONS MANAGEMENT Minimum Qualification CHARTERED ACCOUNTANT...