Mutual Fund Advisor

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 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...

We are looking for a HNI sales Manager and IP mutual funds sales individual performers to source from market. Salary range can be matched and negotiated. First round Telephonic At least 2 yrs exp in sales of mutual funds mandate Attractive incentives with no Cap. Contact on 9606674521 ASAP **Salary**: ₹30,000.00 - ₹100,000.00 per...

**About PhonePe Group**: PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and...

**Be a part of an exciting growth journey of Groww.** **About Groww** - Groww is India’s fastest-growing investment platform founded in 2016 by alums from Flipkart, ICICI, IITB, IITD, BITs Pilani and is backed by marquee investors like Tiger Global, Sequoia Capital, Ribbit Capital, and Y Combinator. We are a unicorn with a valuation of $3.2Bn with a user...

**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...

**About PhonePe** PhonePe is India’s leading digital payments platform with over 400 million+ registered users. Using PhonePe, users can send and receive money, recharge mobile, DTH, data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app and...

Overview:As aRelationship Manager for Mutual Funds you will play a crucial rolein developing and maintaining relationships with clients to promoteand sell mutual funds products. You will be responsible forproviding financial advice understanding clients investment needsand offering suitable mutual fund solutions. Your role is essentialin ensuring client...

Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance Negotiation skills Competencies Required Role Purpose Role is to increase client base and maximize sales by planning and implementing...

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 Job Title- Zonal Training Manager – Products & SalesDivision & Department- Human ResourcesLocation: Bengaluru, KolkataWho we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+...

Job Description Job Title- Zonal Training Manager – Products & SalesDivision & Department- Human ResourcesLocation: Bengaluru, KolkataWho we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+...

Job Description Job Title- Zonal Training Manager – Products & Sales Division & Department- Human Resources Location : Bengaluru, Kolkata Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across...

**Subject Matter Expert - Mutual Funds** **Roles & Responsibilities** - Mutual fund research and analysis: The Subject Matter Expert - Mutual Fund is responsible for conducting mutual fund research and analysis, including analyzing fund performance, portfolio holdings, fees and expenses, and other factors that impact investment decisions. They may also...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

**About this role**: Wells Fargo is seeking a Securities Operations Representative. **In this role, you will**: - Perform various operational tasks on complex securities that require general knowledge of unit functions and systems - Support securities operations - Identify ways to improve the overall process - Perform moderately complex duties such as...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

**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...

Introduction to Mutual funds, SIP’s, Alternate Products, Financial plans and execution plans. - Understanding the variety of financial products we deal with. - Completing Online Wealth Management Training. - Completing LinkedIn - Sales training - Attending Fund Manager Meetings / calls deriving the data from them relating to market conditions, current...

-Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of...