Mutual Fund Advisor

Role - 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...

Job 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...

Job SummaryWe are looking for a talented Kotak Mutual Fund Sales Director to lead our banking business and drive revenue growth. The ideal candidate will have a strong background in sales, leadership, and relationship management.About UsKotak Mutual Fund is a trusted name in the financial industry, with a reputation for excellence and integrity. We offer a...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

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...

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...

**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...

**Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment.**: - **Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets.**: - **Advise clients on mutual funds, SIPs, and investment decisions, building long-term...

Investment Operations Role:We are seeking an experienced Senior Accountant to join our Investment Operations team at Kotak Mutual Fund.Responsibilities:Develop expertise in Capital Market Products and stay updated on industry developments.Apply strong accounting knowledge to ensure accurate financial entries and reports.Maintain checks and controls on income...

**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...

The OfferMarketing & SalesThe JobRoles & Responsibilities:Client Relationship Management:Client Acquisition.Build and maintain strong relationships with a base of clients.Conduct in-depth consultations to understand the client's financialgoals, risk tolerance, and investment time horizon.Financial Planning & Analysis:Analyze client's financial situation,...

Work from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales or any sales executives with 1-2 years of experience is a must - Freshers Don't apply - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 -...

BTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and...

**We have an urgent opening for Relationship Manager (Mutual Fund Advisor into Sales) Position for Vile Parle, Mumbai location** Company Details: Renowned Stock Broking Company Relevant Job Experience : 4+ Years **Relationship Manager -** - Any Graduate with minimum experience of 3-4+ years experience in distribution knowledge in sales of Mutual Fund. -...

We're seeking a highly motivated and results-driven Relationship Manager - Mutual Fund to join our team at Prudent Corporate Advisory Services Ltd. As a leading provider of financial services, we're committed to delivering exceptional results and building long-term relationships with our clients.We're an ISO 9001:2015 certified group, recognized for our high...

Job Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...

Job Description: Fund ManagerLocation: Mumbai Department: Investment Team, SAMCO Asset Management Reports to: Chief Investment Officer (CIO) Experience Required: 5-8 years+ Education: Degree in Finance, Economics, Mathematics, or related fields. Advanced degrees (CFA/FRM/MBA) preferred.Role Overview:We are seeking an experienced and dynamic Fund Manager to...

**Responsibilities**To succeed in this role, you must have:A strong understanding of mutual fund sales and ability to provide investment planning and adviceExperience in managing Retail/HNI Clients and profiling customers to identify their financial needsA proven track record of achieving sales and revenue targets spread across product mixYou will also be...