Mutual Fund Advisor

Position: Trainer - Mutual Fund Trainer Company: Telios Tax Solutions & Business Management Private Limited Job Location : Surat Job Responsibilities: Develop and deliver training programs for our sales team on mutual funds and financial products - Provide product knowledge and sales techniques training to enhance team performance - Collaborate with...

Job Summary: As a seasoned Sales Director - Mutual Funds, you will be responsible for developing and implementing effective sales strategies to achieve business objectives. This role involves analyzing market trends, customer needs, and competitor activities to identify opportunities for growth.Critical Responsibilities:Develop and implement sales strategies...

**Urgent Opening : Mutual Fund Executive** **Responsibilities**: - Oversee and optimize operational processes to enhance productivity and efficiency. - Address customer inquiries, concerns, and issues related to operations promptly and professionally. - End to End Mutual Fund investment process. **Eligibility**: - Good Knowledge of Mutual Fund...

**Urgent Opening : Mutual Fund Executive** **Responsibilities**: - Oversee and optimize operational processes to enhance productivity and efficiency. - Address customer inquiries, concerns, and issues related to operations promptly and professionally. - End to End Mutual Fund investment process. - Prepare and present regular reports on operational...

**About Market Hub Stock Broking Pvt. Ltd.**: Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and...

**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...

Job Description: The Mutual Fund Sales Manager is responsible for leading the sales team in achieving business objectives. This involves developing and implementing effective sales strategies, analyzing market trends, and identifying opportunities for growth.Main Responsibilities:Lead the sales team to achieve business objectives.Develop and implement sales...

Demonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...

Position: Financial Advisor Company : Telios Tax Solutions & Business Management Private Limited Job Location: Surat **Job Description**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs...

Critical Routine 1. Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and Wealth Management channels 2. Handling sales through Multi channels 3. Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with new and the...

We are looking for a stock advisor(Wealth advisor) at Iskon location in Ahmedabad. Edu: Any Graduate Exp: 1 to 2 years Roles: - 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...

Job Summary The job description of a Sales Manager in the mutual fund division of the broking industry involves a combination of leadership sales and financial expertise Sales Strategy - Develop and implement effective sales strategies to achieve business objectives - Analyze market trends customer needs and competitor activities to identify...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

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...

**Company Overview:**Investzo is a leading provider of financial services, dedicated to delivering exceptional results for our clients. **Job Description:**We are seeking a highly skilled Back Office Executive to join our team. As a key member of our operations department, you will play a critical role in ensuring the smooth functioning of our back office...

**JOB DESCRIPTION** Primary Role: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining Mutual Fund Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. Secondary...

Job Description What is the roles objective Handling Front office and all client service activities at Surat Branch: - Provide timely, accurate, and professional responses to customer inquiries via call, email and walk-ins ensuring a high standard of communication. - Address customer concerns with clarity, empathy and thoroughness, adhering to the...

**Overview of Company**: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...