Mutual Fund Advisor
7 months ago
o Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
- Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
- Nurture client relationships and address clients' questions regarding financial plans and strategies.
- Analyze clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about updates
**Job Type**: Permanent
Pay: ₹25,000.00 - ₹45,000.00 per month
**Benefits**:
- Health insurance
- Paid sick time
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
**Experience**:
- total work: 1 year (preferred)
- Mutual Funds: 1 year (preferred)
Work Location: In person
-
Mutual Fund Advisor
4 months 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 distributor/advisor
3 days ago
Hyderabad, India OngoleBulls Full timeJob Description: Mutual Fund Distributor / Advisor Position Title: Mutual Fund Distributor / AdvisorCompany: Ongole Bulls Invest Pvt LtdLocation: Hyderabad, IndiaEmployment Type: Full-TimeJob Summary: Ongole Bulls Invest Pvt Ltd, a dynamic and fast-growing financial services company, is seeking a certified Mutual Fund Distributor to join our...
-
Mutual Fund Distributor/Advisor
3 days ago
Hyderabad, India OngoleBulls Full timeJob Description: Mutual Fund Distributor / Advisor Position Title: Mutual Fund Distributor / Advisor Company: OngoleBulls Invest Pvt Ltd Location: Hyderabad, India Employment Type: Full-Time Job Summary: OngoleBulls Invest Pvt Ltd, a dynamic and fast-growing financial services company, is seeking a certified Mutual Fund Distributor to join...
-
hyderabad, India OngoleBulls Full timeJob Description: Mutual Fund Distributor / Advisor Position Title: Mutual Fund Distributor / AdvisorCompany: OngoleBulls Invest Pvt LtdLocation: Hyderabad, IndiaEmployment Type: Full-TimeJob Summary: OngoleBulls Invest Pvt Ltd, a dynamic and fast-growing financial services company, is seeking a certified Mutual Fund Distributor to join our...
-
hyderabad, India OngoleBulls Full timeJob Description: Mutual Fund Distributor / Advisor Position Title: Mutual Fund Distributor / Advisor Company: OngoleBulls Invest Pvt Ltd Location: Hyderabad, India Employment Type: Full-Time Job Summary: OngoleBulls Invest Pvt Ltd, a dynamic and fast-growing financial services company, is seeking a certified Mutual Fund Distributor to join our...
-
Hyderabad, Telangana, India OngoleBulls Full timeEstablish your career in the financial services industry with OngoleBulls Invest Pvt Ltd, a dynamic and fast-growing company.Estimated Salary: ₹8,00,000 - ₹12,00,000 per annum (dependent on experience)This is an excellent opportunity for certified professionals to grow their careers while helping clients achieve their financial goals.We are seeking a...
-
Mutual Fund Salesperson
4 months ago
Jubilee Hills, Hyderabad, Telangana, India Wealth First Finserv LLP Full time**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...
-
Mutual Fund Sales Executive
3 weeks ago
Hyderabad, Telangana, India DRG JPMC Hyderabad Full time**Position**: Mutual Fund Sales Executive **Location**:HITEC City, Hyderabad, Telangana 500081 **Salary**:30,000 to 50,000 as per current Salary **Experience**:1-3 years of Experience in sales, ideally in the financial Mutual Funds or investment sector. **Qualification**:MBA, Bachelor’s degree in Finance, Business, or a related field. - Strong...
-
Mutual Fund Sales
7 months ago
Hyderabad, India Talent Stock Solutions Full timeRole: - 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...
-
Mutual Fund Accounting-associate 2
1 week ago
Hyderabad, India State Street Full timeThis 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...
-
Mutual Fund Investment Expert
6 days ago
Hyderabad, Telangana, India OngoleBulls Full timeJob Title: Mutual Fund Investment ExpertAbout UsOngoleBulls Invest Pvt Ltd is a dynamic and fast-growing financial services company seeking a certified Mutual Fund Distributor to join our team.Compensation PackageWe offer a competitive salary with attractive commission and incentive structure, making this role an excellent opportunity for certified...
-
Relationship Manager
4 weeks ago
Hyderabad, Telangana, India Axis Mutual Fund Full timeRole OverviewWe are seeking a skilled Relationship Manager to join our team at Axis Mutual Fund. As a key member of our sales team, you will be responsible for driving sales initiatives and generating revenue by managing channel partners and increasing Axis Mutual Fund market share.About the RoleAs a Relationship Manager, you will communicate and update...
-
[Only 24h Left] Channel Sales-Wealth
1 month ago
Hyderabad, India Axis Mutual Fund Full timeJob 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 largestand fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humilityacross 100+ cities.Our success is attributable to 3...
-
Channel Sales-Wealth
2 months ago
Hyderabad, India Axis Mutual Fund Full timeJob 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...
-
Wealth Management Relationship Professional
4 weeks ago
Hyderabad, Telangana, India Axis Mutual Fund Full timeJob TitleAmbitious sales professional with 4-6 years of experience sought to drive business growth as a Channel Sales-Wealth Representative for Axis Mutual Fund.
-
Fund Accounting
4 months ago
Hyderabad, Telangana, India State Street Full timeThis 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,...
-
Pcg Equity Advisor
7 months ago
Hyderabad, Telangana, India Serving Skill Full timeJob 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...
-
Pcg Advisor
6 months ago
Hyderabad, Telangana, India Serving Skill 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,...
-
Rm - Customer Engagement - Mutual Fund (Amc)
2 days ago
Hyderabad, India Avani Consulting Full time**Roles and Responsibilities** **Responsibilities**: - To up sell AMC's MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC's Products, enhancing and upgrading the Client Net worth relationships. Profiling...
-
Mutual Fund Sales
7 months ago
Hyderabad, India Avani Consulting Full time**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...