Advisor-pcg - Mutual Fund
3 months ago
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
-
Advisor - Pcg
4 weeks ago
Mumbai, Maharashtra, India Centotech Services Pvt Ltd Full timeAdvisor - PCG - This is an B2C Channel - He/she should have a book size of their own - Target - Trading, Order Punching, Client Acquisition, Cross Selling and revenue generation. - He/ She should have good communication skills - **Location**_ - _8th Floor, Motilal Oswal Tower, Gokhale Sayani Road, Prabhadevi, Mumbai: - 400025_ **Experience**: - Insurance...
-
Mutual Fund Sales Executive
11 hours ago
Andheri, Mumbai, Maharashtra, India Mutual fund Full timeWork 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**: -...
-
Mutual Fund Advisor
2 weeks ago
Mumbai District, Maharashtra, India HireMore Full timeRole - 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...
-
Mutual Fund Advisor
4 weeks ago
Ganeshpeth Colony, Nagpur, Maharashtra, India Sath Outsourcing Service pvt. Ltd. Full time**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
4 weeks ago
Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full timeJob Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...
-
Mutual Fund Advisor
11 hours ago
Vile Parle, Mumbai, Maharashtra, India Human Resource Search Full time**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...
-
Relationship Manager-Wealth
2 weeks ago
Mumbai, India Axis Mutual Fund Full timeLocation-Mumbai, KolkataWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largestand fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humilityacross 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in(Customer) View &...
-
Relationship Manager-Wealth
3 weeks ago
mumbai, India Axis Mutual Fund Full timeLocation- Mumbai, KolkataWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largestand fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humilityacross 100+ cities.Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in(Customer) View &...
-
Hni Pcg Sales
4 months ago
Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full timeGetting 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...
-
Relationship Manager-Wealth
3 weeks ago
Mumbai, India Axis Mutual Fund Full timeLocation- Mumbai, 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 100+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in ...
-
Relationship Manager-Wealth
3 weeks ago
Mumbai, India Axis Mutual Fund Full timeLocation- Mumbai, 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+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View...
-
Relationship Manager-Wealth
3 weeks ago
Mumbai, India Axis Mutual Fund Full timeLocation- Mumbai, 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+ cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View...
-
Mutual Fund Advisor
1 week ago
mumbai, India Talent Corner Full timeRoles 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
4 months ago
Mumbai, India Talent Corner Full timeRoles 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 days ago
mumbai, India Talent Corner Full timeRoles 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 months ago
Mulund, Mumbai, Maharashtra, India Disha Techno Services Full timeManaging 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...
-
Mutual Fund Executive
3 months ago
Mulund, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe 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
4 months ago
Lower Parel, Mumbai, Maharashtra, India Orange Hr Full timeLower 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
3 months ago
Mulund West, Mumbai, Maharashtra, India mehek finmart Full timemutual 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...
-
Mutual Fund Executive
4 months 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...