Mutual Fund Advisor

Job Title: Sales Director for Equity Mutual FundsEstimated Salary Range: ₹15,00,000 - ₹25,00,000 per annum (dependent on experience)Company OverviewTaurus Mutual Fund is a leading private sector mutual fund with over 30 years of experience in creating wealth for its investors. With a strong presence across all demographics and a distribution network...

Job Role Customer 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 Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial...

What you will Do?•As a part of the Alliances team you will be responsible for developing & managing the key accounts for the company with National Distributors.•Effective and productive engagement with the Partners.•Achieve the Gross Sales and Net Sales Budget for the required channel.•Responsible for on boarding of Axis Mutual Fund and Alternate...

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...

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...

Manage and oversee daily operations related to mutual fund back office activities. - Managing Mutual Funds transaction processing for clients - Addressing investor queries and providing assistance as needed. - Online & Offline Form filling for various Platforms used for Investments. - Documentation for Various Investment Products like Mutual Funds, Stocks,...

**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...

About the RoleWe are seeking a seasoned Sales Director to lead our Intermediary Financial Advisor (IFA) channel growth strategy. The ideal candidate will have a strong background in mutual fund sales, with at least 5 years of experience in driving sales through IFAs/NDs/Banks.

**Company Description** Role For a tech-driven private banking platform that offers personalized and holistic financial solutions to individuals and families. We leverage artificial intelligence, data analytics, and digital tools to deliver superior value and convenience to our clients. **Mandatory Criteria**: - Minimum 5 years of advisory, wealth...

About the RoleWe are seeking a highly skilled Business Development Professional to join our team at Prudent Corporate Advisory Services Ltd. as a Relationship Manager for our Mutual Fund division.The successful candidate will be responsible for creating quality networks and exposure in the local market, acquiring and managing new and existing financial...

Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...

About Axis Mutual FundAxis Mutual Fund is a leading mutual fund company in India, founded in 2009. We serve over 1.3 crore customers and associates across 100+ cities.Our MissionWe are committed to long-term wealth creation, customer-centric approach, and sustainable relationships. Our investment philosophy emphasizes risk management, encouraging our...

Responsible for driving new business with new and existing clients. To liaison and establish strong networks with sales, underwriting and product teams of General Insurance companies. Sales of General Insurance products - Fire, Marine, Motor, Burglary, Group Mediclaim, etc Acquire corporate clients and ensure closure of deals related to their General...

Job Summary:Will be responsible for managing and executing tasks related to direct and indirect taxesResponsibilities:1. Direct Taxation:o Prepare and file income tax returns for the organization.o Ensure compliance with all direct tax regulations and timely payment of taxes.o Assist in tax planning and strategy to optimize tax liabilities.o Handle tax...

Urgent Hiring for the position of Executive/Sr. Executive in Mutual Fund department. (Mutual Funds Experience required) - *Job description**: - Understand Clients Investments needs - Managing Mutual Funds transaction processing for clients - Updating of CRM and various other systems - Creating MIS, Reports, end of day reports - Relationship management with...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

Position:Senior Manager (Sales) & Branch HeadExperience:5-8 years of sales experience with at least 5 years in Mutual Fund salesDepartment:SalesLocation: Chennai with coverage of South IndiaCTC Range:As per industry standardsAcademics:Graduate from a recognized institute. MBA, Sales will be preferredJob Role:The key areas of responsibilities are as...

Position:Senior Manager (Sales) & Branch HeadExperience:5-8 years of sales experience with at least 5 years in Mutual Fund salesDepartment:SalesLocation : Chennai with coverage of South IndiaCTC Range:As per industry standardsAcademics:Graduate from a recognized institute. MBA, Sales will be preferredJob Role:The key areas of responsibilities are as...

About the Company:Ventura Securities is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels. Incorporated in 1994, Ventura is a Mumbai, India based SEBI registered financial service provider and a member of NSE, BSE, MCX, NCDEX, NSDL, and CDSL.Join us if you like:Should have a strong understanding of...

About the Company:Ventura Securities is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels. Incorporated in 1994, Ventura is a Mumbai, India based SEBI registered financial service provider and a member of NSE, BSE, MCX, NCDEX, NSDL, and CDSL.Join us if you like:Should have a strong understanding of...