Mutual Funds Sales

MBA from reputed B-school with a Finance & /or marketing specialization Work Experience (highlight): - Senior professional within the AMC industry with at least 15 years of experience in Mutual Funds sales. Retail sales experience is necessary. Key Responsibilities: - Managing South zone's distribution network, which consists of all registered IFAs,...

**Job Description: Mutual Fund Operations - BSE StAR Platform** **Position Title**: Mutual Fund Operations Executive **Location**: Bangalore **Department**: Mutual Fund Operations **Job Overview**: The Mutual Fund Operations role involves overseeing the efficient functioning of mutual fund transactions and related activities on the BSE StAR platform....

**Introduction**: Join Goalstox, a dynamic financial technology startup at the forefront of goal-based investment management as a **Mutual Funds Distributor.** As MFD, you will play a pivotal role in helping investors achieve their financial goals. This is not your ordinary job; it's an opportunity to build your portfolio of investors, **earn lifelong...

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

Here’s a draft job description for the role of **Mutual Fund Operations Executive**: **Job Title**: Mutual Fund Operations Executive **Location**: Silk Board, Bangalore **Department**: Mutual Fund Operations **Reporting To**: Operations Head / Director **Role Overview**: The Mutual Fund Operations Executive will be responsible for handling end-to-end...

About Job Role:We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:- Advise clients on mutual fund...

About Job Role:We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:Advise clients on mutual fund...

**About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...

**About Groww** We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, and every algorithm down to the tiniest detail is executed keeping...

Hi, Position: Mutual Fund Sales Location: Bengaluru Experience: 0 to 4 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹40,000.00 per month Schedule: - Day shift **Experience**: - 10 key typing: 5 years (preferred) Ability to Commute: - Banasankari 3rd Stage,...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:Advise clients on mutual fund...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends. Key Responsibilities: Advise clients on mutual...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:Advise clients on mutual fund...

Hi, This is Shashidhar from SUMUKHA HRSOLUTIONS, as per the discussion forwarding company details, kindly find the below. Position: Mutual Fund Sales Manager Location: Bengaluru Experience: 5 to 10 years Thanks & Regards Shashidhar SUMUKHA HR Solutions 9738638483 / 9066465916 **Job Types**: Full-time, Permanent **Salary**: ₹80,000.00 per...

Onxx Staffing Solutions is hiring a Business Development Manager - Mutual Funds. This role involves driving sales and increasing market share from Mutual Fund Distributors / Registered Investment Advisors in assigned locations. The ideal candidate should have good knowledge of investment options available in the mutual fund space across various asset...

ID: 1568 | 1-2 yrs | Bengaluru | careers - **About Clear** The journey of simplicity throughout the last decade, Urged us to make things clear so that it's easier done than said. Clear today is India's leading fintech SaaS platform, serving 3K+ enterprises, 6L+ SMEs, and 5M+ individuals, with our ITR, GST, e-Invoicing products, and more. While the journey...

**Requirements**: - Client relationship management - Banking, finance, Insurance, Brokering, Mutual Fund, etc related industry experience - 2nd & 4th Saturday off - Upto 4LPA fixed ctc **Roles & Responsibility** Activate existing inactive customers from the given data base. Develop relationship with the customers Educate customers regarding equity market...

Job Roles & Responsibilities: 1. New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities. 2. Create Investment Proposals and Enter Data in to Software and Excel 3. Track Goals, Asset Allocation, SIP & STP Reconciliations 4. Create Review Reports and Portfolio Analysis and Product Notes 5. Share...

**Job Overview:**As a Mutual Fund Relationship Manager, you will play a crucial role in driving sales growth and expanding market share within the assigned location or branch. Your primary responsibility will be to build and maintain strong relationships with mutual fund distributors and registered investment advisors, ensuring seamless communication and...

**Job Overview:**As a Mutual Fund Relationship Manager, you will play a crucial role in driving sales growth and expanding market share within the assigned location or branch. Your primary responsibility will be to build and maintain strong relationships with mutual fund distributors and registered investment advisors, ensuring seamless communication and...