Mutual Fund Sales Executive

About Us">">Kotak Mutual Fund is a well-established company with a strong presence in the mutual fund industry.">We have a reputation for delivering innovative investment solutions to our customers.">">Job Description">This is a key position within our organization, responsible for developing content that engages and informs our audience. As a Content...

**Job Overview**: **Key Responsibilities**: **Sales and Client Acquisition**: - Achieve individual sales targets for mutual fund products. - Identify and acquire new clients through various sales channels, including cold calling, networking, and referrals. - Educate potential clients on the benefits of mutual funds and tailor investment solutions to their...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

**What you will work on: Mutual Fund Operations** - As a Mutual Fund Operations executive, you will be responsible for smooth running of day-to-day operations - Maintaining MIS and accurate records of investor details, transactions, and other relevant information - Managing internal escalations, customer queries, and regulatory complaints - Sending portfolio...

**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...

**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...

**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...

**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...

Job Description:The primary objective of this role is to provide exceptional client service and support to investors and distributors at the DSP Fund office in Mumbai/Andheri Branch. This involves handling front office activities, including attending to investor inquiries, accepting and timestamping transactions after necessary scrutiny, and ensuring timely...

**About Us** Quantsapp 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 backing...

**We have an urgent opening for Relationship Manager (Mutual Fund Advisor into Sales) Position for Vile Parle, Mumbai location** Company Details: Renowned Stock Broking Company Relevant Job Experience : 4+ Years **Relationship Manager -** - Any Graduate with minimum experience of 3-4+ years experience in distribution knowledge in sales of Mutual Fund. -...

We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

Broking Sales Executive (Fresher / Experience) Post - 8 Target Monthly - Min.7 Accounts. job Description : Responsible for client acquisition & margin. Product: - Equities & other financial products. Age - No Preference (unless willing to go on Field) Gender - No Preference ( Unless willing to go on field) Prefer Industry: - Mutual Fund sales /...

**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...

1. Applicant Should have Telecalling Experience. 2. Applicant should have Experience in Mutual Funds Sales Experience. 3. Applicant should be confident & convincing. **Salary**: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus **Education**: - Higher Secondary(12th Pass)...

**Company Overview**Tata Mutual Fund, a leading financial services provider, is seeking an experienced Insurance Lead to join our team. In this role, you will be responsible for driving insurance penetration across all channels, ensuring compliance with regulatory requirements, and managing relationships with insurance partners and vendors.**Job...

**Sales Executive, Mutual Fund & Insurance** **Location**: South Mumbai**Salary**:₹20,000 - ₹25,000 per month** (depending on experience)**Experience**: 2-3 years in Mutual Fund and/or Insurance Sales **Responsibilities** - **Lead Follow-ups**: Engage with potential clients, follow up on leads, and schedule meetings to discuss their needs. - **Sales...

Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment. - Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets. - Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat...

**About the role** We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and retaining client relationships across India. **What you will work on: Mutual Fund Sales** - You engage with potential and existing clients digitally and in person if needed and help...