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 Overview**: A Mutual Fund Salesperson is responsible for selling mutual funds to individual and institutional clients. They work closely with investors to understand their financial goals, risk tolerance, and investment preferences to recommend suitable mutual fund products. The role involves maintaining knowledge of market trends, mutual fund...

Role: - To promote all the product line of Mutual Fund in a leading BFSI company - To up sell I Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling...

Job Title- Relationship Manager- WealthDivision & Department- Sales, Retail SalesLocation- HyderabadWho 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...

Mutual Fund Services Role DescriptionWe are seeking a highly skilled and detail-oriented professional to join our team at KFintech as a Mutual Fund Services Specialist.ResponsibilitiesHandle the queries of the Distributors and resolve them within the agreed-upon timeframe.Educate the Distributors on our product offerings and services.Maintain regular...

Key Accountabilities:1. Respond to distributors' queries and resolve them within the agreed timeframe.2. Regularly meet with distributors to showcase our product offerings and services.3. Maintain relationships with distributors and provide them with timely updates.4. Supervise and monitor team members to ensure accurate data entry.5. Provide support to...

This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Job Description Responsibilities: - Undertake the following,...

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. - Handling...

**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,...

About the RoleWe are seeking a seasoned Business Development Manager to join our team at LMV Investment Services Pvt Ltd.The ideal candidate will have prior experience in Insurance or Mutual Fund Sales and a proven track record of generating revenue for the organisation.The role requires strong networking skills and the ability to build and maintain a client...

**Tele caller - Mutual Fund** **Location**: Kolkata **Qualification**: Any Graduate or equivalent **Having done a sales-related training program is an added advantage **Responsibilities**: - Knowing all the details of the MF product or service offerings. - Regularly updating and obtaining the lists of individual contact details. - Meet and exceed sales...

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...

**Roles and Responsibilities** Responsible for Sales for the assigned set of Bank's, ND's and IFA's & Advising the them on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance Responsible for providing best in class service for the assigned distributors...

Senior Wealth Manager PositionLimited to candidates with prior work experience in Insurance or Mutual fund Sales domain, capable of generating revenue and having an established client base.Key Responsibilities:Prior work experience in Insurance or Mutual fund Sales domain.Generating revenue and developing an established client base.Requirements:Minimum 1...

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...

A **bout You: B** - achelor or Master level degree. 4 - + years in Financial Services. P - roduct knowledge, Domestic, Global and OTC security markets, Fixed Income and derivative product knowledge. A - dvanced skills in MS Excel. S - trong customer relationship management. S - trong analytical skills. E - xperience supervising/coaching staff. E - xcellent...

About the RoleAs a Senior Equity Derivatives Advisor at Vitasta Consulting Pvt Ltd, you will be responsible for advising high-net-worth individual clients on equity derivatives in currency and commodity markets.Key responsibilities include handling clients with a book size of 25 lacs and above, creating revenue, and activating clients through effective...

We are seeking a highly skilled Financial Advisor to join our team at LMV Financial Services Pvt Ltd.The ideal candidate will have prior experience in the financial services industry, including Insurance, Mutual Fund, and Investment Services.Key Responsibilities:Provide expert financial guidance to clients.Develop and implement investment strategies.Analyze...

Roles and Responsibilities 1.Meet performance standards of respective sub-function Operational efficiency & effectiveness 2.Able to deliver the output within agreed timelines 3.Responsible for responding customer mails within TAT 4.Responsible for MIS preparations, attending queries and client calls 5.Responsible for executing SIP transactions ...

Hiring for Treasurer/Wealth management/Investment manager for manufacturing company 6 days work from office Hyderabad location CTC upto 9 lakhs Immediate joiner Someone who have good knowledge about different investment options like mutual fund, bonds, share markets, stocks, bonds etc. **Job Types**: Full-time, Permanent Pay: ₹705,505.23 -...