Mutual Fund Advisor

Work 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**: -...

**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...

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...

**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...

Hi With reference to your CV in Naukri,we have the requirement for the below position in Financial Service Company. Position - Mutual Fund Advisor / Sales Location - Mumbai Experience - 3+ years **Responsibilities**: - Promote Sales of Mutual Funds - Should be able to acquire privilege clients and able to sell MF. - Responsible for acquiring &...

ResponsibilitiesThe ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings.Execution of Funds Settlement of HNI & NRI clients.To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.To process...

Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

Responsibilities The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To...

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 (Customer) View & Sustainable...

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 (Customer) View & Sustainable...

**Job Description / Key Responsibilities**: ❖ Should be an investment expert and provide Mutual Funds investment options to customers based on their financial requirement. ❖ Provide personalized financial services and investment advice based on individual client needs so that they can make informed investment decisions. ❖ Responsible for acquiring &...

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 (Customer) View & Sustainable...

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 (Customer) View & Sustainable...

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...

Job Overview We are seeking a highly skilled Expert Financial Advisor to join our team at Talent Corner. This is an exciting opportunity for individuals who are passionate about mutual funds and have excellent communication skills. Key Responsibilities: Develop strong relationships with high net worth individual clients, providing personalized...

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...

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 relationships for repeat...

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 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...

Track and analyze the economy and markets, conduct fundamental research on companies of various sectors and provide critical information to the Fund Managers which should help funds outperform the benchmark. Be abreast with the evolving economic environment with analysis on factors including liquidity, credit demand, primary issuances, secondary market...