Current jobs related to Mutual Fund Advisor - Mulund West Mumbai Maharashtra - mehek finmart
-
Mutual Fund Sales Executive
3 weeks ago
Andheri, Mumbai, Maharashtra, India Mutual fund Full timeWork from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales executive with 1-2 years of experience is a must - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 - ₹400,000.00 per year **Benefits**: -...
-
Mutual Fund Advisor
2 weeks ago
Ganeshpeth Colony, Nagpur, Maharashtra, India Sath Outsourcing Service pvt. Ltd. Full time**Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and...
-
Content Strategist for Mutual Funds
5 days ago
Mumbai, Maharashtra, India Kotak Mutual Fund Full timeRole and ResponsibilitiesThe Content Creator will be responsible for developing and implementing a content strategy that showcases our mutual fund products and market trends. This includes creating engaging video scripts, blog posts, and other digital content that resonates with our target audience. The successful candidate will work closely with the product...
-
Mutual Fund Advisor
3 weeks ago
Kolkata, West Bengal, India Wealthcrop Securities Private Limited Full timeAre you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...
-
Mutual Fund Advisor
3 weeks ago
Vile Parle, Mumbai, Maharashtra, India Human Resource Search Full time**Mutual Fund Advisor - Vile Parle =** - Any Graduate with minimum experience of 3-4+ years’ experience in distribution knowledge in sales of Mutual Fund. - Who can handle existing setup as well as get new business. - Experience In managing HNI or Ultra HNI clients in wealth outfit. Understanding of financial market. - Ability to manage relationships to...
-
Kotak Mutual Fund Presentation Expert
3 days ago
Mumbai, Maharashtra, India Kotak Mutual Fund Full time**Job Role Overview**As a key member of our team, you will play a pivotal role in crafting impactful visual presentations that translate complex ideas and stories into compelling narratives for internal teams at Kotak Mutual Fund.You will collaborate closely with product and marketing teams to develop visually stunning presentations that effectively convey...
-
Mutual Fund Sales
1 week ago
Andheri West, Mumbai, Maharashtra, India One Health Assist Full timeKey Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...
-
Branch Credit Manager
7 days ago
Mumbai, Maharashtra, India Tata Mutual Fund Full timeJob OverviewTata Mutual Fund is seeking an experienced Branch Credit Manager to join our team in Mumbai. The successful candidate will be responsible for managing the credit underwriting function for corporate realty and funding group business.Key Responsibilities:• Conduct regular reviews of existing policies, guidelines, and processes to ensure they...
-
Mutual Fund Advisor
3 weeks ago
Lower Parel, Mumbai, Maharashtra, India Orange Hr Full timeLower Parel Mumbai SALARY max UPTO 6 LPA - Shift Timing: 9am to 6pm Mon to Sat working. - age limit: 30 years - Qualification: - Graduate Work experience: 2-5 years of experience in client interaction role in a service industry Relevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firm About Firm - Firm...
-
Insurance Support
4 weeks ago
Andheri, Mumbai, Maharashtra, India Abchlor Investments Private Limited Full time**Key Responsibilities** - **Insurance Product Integration**: - Provide support to financial advisors, insurance agents, and clients on the integration of insurance products with mutual funds. - Assist with the design and implementation of insurance-linked mutual fund offerings, such as variable life insurance (VLI) or indexed universal life (IUL)...
-
Mutual Fund Advisor
2 weeks ago
Lower Parel, Mumbai, Maharashtra, India BTW Visa Services India Pvt Ltd Full timeClient Relationship Management: - Client Acquisition.Build and maintain strong relationships with a base of clients.Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon.Financial Planning & Analysis: - Analyze the client's financial situation, including income, expenses, and existing...
-
Mutual Fund Sales Professional
3 days ago
Mumbai, Maharashtra, India RinTin International Full time**Job Title:** Mutual Fund Sales Professional**Location:** Mumbai**Job Type:** Full-timeRinTin International is seeking a highly motivated and results-driven Relationship Manager to join our team in Mumbai. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with distributors, financial advisors, and...
-
Mutual Fund Advisor
4 weeks ago
Andheri, Mumbai, Maharashtra, India Quantsapp Private Limited Full time**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...
-
Mutual Fund Advisor
4 weeks ago
Kolkata, West Bengal, India Wealthcrop Securities Full time**Job description**: **Job Category**:Mutual Fund Distribution **Job Type**:Full Time **Job Location**:Kolkata **Job Qualification**:Graduate NISM V certification is desirable but not mandatory **Salary**:₹ 1.8 Lacs - ₹ 3 Lacs PA **Position Required**:10 **Other Benefit**:Incentive Mobile & internet bill Paid time off Performance Linked Bonus
-
Mumbai, India PersonalFN - Mutual Fund Research & Financial Planning Full timeJob Title: Research Analyst and Financial Content Writer Company: Quantum Information Services Pvt. Ltd. (QISPL) Location: Mumbai No. of Positions: 1About the Role: We are seeking a dynamic Research Analyst and Financial Content Writer to join our team at Quantum Information Services Pvt. Ltd. (QISPL). The ideal candidate will have a strong research...
-
Mutual Fund Advisor
7 days ago
mumbai, India BTW Financial Services & IMF PVT LTD Full timeBTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and...
-
Mutual Fund Relationship Officer
6 days ago
Mumbai, Maharashtra, India DSP Fund Full timeJob OverviewWe are looking for a skilled Front Office Associate to handle client response activities at our Mumbai / Andheri Branch. As a key member of our team, you will be responsible for handling queries/complaints, attending to investor's/distributor's queries, and ensuring timely banking of cheques and reporting of large value transactions.Main...
-
Mutual Fund Operation
1 week ago
Mumbai, Maharashtra, India Five Fivers Technologies Pvt Ltd Full time**Overview**:As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...
-
Mutual Fund Sales
2 weeks ago
Andheri, Mumbai, Maharashtra, India Asit C Mehta Investment Interrmediates Full time**Job ID**: Mutual Fund Sales **Role**: Mutual Fund Sales **Department**: Mutual Fund Distribution **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Mutual Fund Distribution **No of Position Vacant**: 1 - Acquiring clients for Online MF channel - Cross marketing of other...
-
Telesales- Mutual Fund
3 weeks ago
Powai, Mumbai, Maharashtra, India Aviyana PVT LTD Full timerequired Telesales - Mutual Fund. Location - Powai & Vikhroli Qualification - HSC or any Graduate. Experience - Min 1 yrs experience in Mutual fund. Mutual Fund experience Mandatory Languages - English, Hindi, Marathi, Kananda, Tamil Good Communication Skill immediate joiner preferred. **Salary**: Up to ₹30,000.00 per month Schedule: - Fixed...

Mutual Fund Advisor
1 month ago
mutual sales **Suggest and plan portfolio for investors**.
- Recommend right organize training for different aspects of Mutual Funds.
- Develop, manage, and expand customer relationships by providing a service level that exceeds client expectations of the most important customer segment.
**Job Types**: Full-time, Permanent
Pay: ₹10,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 2 years (preferred)
Work Location: In person
**Speak with the employer**
+91 9324723053