See more Collapse

Advisor-pcg - Mutual Fund

2 months ago

Mumbai Maharashtra, India Serving Skill Full time

Ø Advisor - PCG - HNI
- This is an B2C Channel
- Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role
- He/she should have a book size of their own
- Target - Trading, Client Acquisition and revenue generation.
- HNI Sales
- This is an B2C Channel
- Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA
- He/she should have a book size of their own
- Target - Client Acquisition and revenue generation.

**Job Types**: Full-time, Permanent

Pay: ₹60,000.00 - ₹80,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

We have other current jobs related to this field that you can find below

  • Pcg Equity Advisor

    2 weeks ago

    Mumbai, India PloPdo LLP Full time

    **Job Title: PCG Advisor** **Key Responsibilities**: - 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. -...

  • Hni Pcg Sales

    2 weeks ago

    Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    Getting productivity from HNI clients in Portfolio Management Services (PMS), - Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned - in terms of cross selling, enhancing and upgrading the High Net Worth - relationships. He is also responsible for selling Insurance. - 1. Getting productivity from channel in Portfolio Management...

  • Mutual Fund Advisor

    3 weeks ago

    Mumbai, India Talent Corner Full time

    Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

  • Mutual Fund Advisor

    4 days ago

    Mumbai, Maharashtra, India Talent Corner Full time

    Roles and Responsibilities Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile Should have 1 to 2 year of experience, Candidate...

  • Mutual Fund Advisor

    2 months ago

    Mumbai, India Talent Corner Full time

    Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience, Candidate...

  • Mutual Fund Advisor

    1 month ago

    mumbai, India Talent Corner Full time

    Roles and Responsibilities   Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile   Should have 1 to 2 year of experience,...

  • Mutual Fund Advisor

    2 weeks ago

    Mulund, Mumbai, Maharashtra, India Disha Techno Services Full time

    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...

  • Front Desk and Mutual Fund Advisor

    2 weeks ago

    Mumbai, India Talent Corner HR Services Private Limited Full time

    **Job Title: Front desk cum Mutual fund advisor** **Industry: Financial Services** Role and responsibilities: - Reporting to management and assisting with administrative tasks. - Answering phone calls and forwarding calls to respective departments. - Scheduling and confirming appointments, meetings and events. - Greeting and assisting visitors in a...

  • Mutual Fund Executive

    2 months ago

    Mulund, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    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 Fund Executive

    3 hours ago

    Mulund, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    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 Fund Advisor

    2 weeks ago

    Lower Parel, Mumbai, Maharashtra, India Orange Hr Full time

    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...

  • Mutual Fund Advisor

    4 days ago

    Mulund West, Mumbai, Maharashtra, India mehek finmart Full time

    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...

  • Hni Pcg Sales

    2 weeks ago

    Prabhadevi, Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    **Job Specifications** **Role Designation: HNI Sales Department: Sales - Investment Products** **Function: Sales Company** **Reporting to**: Cluster Manager - Investment Products Location**:Prabhadevi & Indore** **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution....

  • Mutual Fund Advisor

    4 days ago

    Lower Parel, Mumbai, Maharashtra, India Orange Hr Full time

    Lower Parel MumbaiSALARY max UPTO 6 LPAShift Timing: 9am to 6pmMon to Sat working.- age limit: 30 years Qualification: GraduateWork experience: 2-5 years of experience in client interaction role in a service industryRelevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firmAbout Firm - Firm Asset Management is...

  • Pcg Advisor

    7 days ago

    Mumbai, India Acme Services Full time

    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 & complaints of client's & solving it within TAT. -...

  • Mutual Fund Executive

    2 weeks ago

    Mumbai, India Pratham Services Fincorp LLP Full time

    **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...

  • Equity Advisor

    2 months ago

    Mumbai, India Zeal Hind Groups Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - 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,...

  • Equity Advisor

    2 months ago

    Mumbai, India Zeal Hind Groups Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - 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,...

  • Equity Advisor

    3 hours ago

    Mumbai, India Zeal Hind Groups Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - 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,...

  • Hni Pcg Sales-equity

    2 weeks ago

    Prabhadevi, Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    Designation: HNI Sales Department: Sales - Investment Job Purpose Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...