Mutual Fund Advisor

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...

Work 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**: -...

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...

Lower 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...

Role - Mutual Fund Advisor Location - Nariman Point,Mumbai HR connect -Nabamita-9365305958 Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred Salary upto 10LPA Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds...

**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...

**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...

We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

Hi With reference to your CV in Naukri,we have the requirement for the below position in Financial Service Company. Position - Mutual Fund Advisor / Sales Location - Mumbai Experience - 3+ years **Responsibilities**: - Promote Sales of Mutual Funds - Should be able to acquire privilege clients and able to sell MF. - Responsible for acquiring &...

**Job Description / Key Responsibilities**: ❖ Should be an investment expert and provide Mutual Funds investment options to customers based on their financial requirement. ❖ Provide personalized financial services and investment advice based on individual client needs so that they can make informed investment decisions. ❖ Responsible for acquiring &...

**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...

Managing day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...

**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...

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...

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...

**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 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...

**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 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...

**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...