Mutual Fund Sales
6 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.
Pay: ₹70,000.00 - ₹80,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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Mutual Fund
6 months ago
Ahmedabad, Gujarat, India Investmentor Securities Ltd Full timeWe are looking for a dynamic sales representative to kickstart a new business line, and are looking for an individual who is enthusiastic, fearless, and able to build relationships. With excellent opportunities to grow with the company, this opportunity is excellent for someone who can take charge of a region and grow this. The company is looking at a strong...
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Mutual Fund Sales
4 weeks ago
Ahmedabad, Gujarat, India JMS Advisory Full timeDemonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...
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Mutual Fund
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Surat, Gujarat, India Market-Hub stock brocking Pvt Ltd. Full timeHandling Mutual Fund Sales & Development - B2B and B2C. - Arrange meeting with Brokers, B2B clients and B2C Activation. - Activation of account in Mutual fund for new and old Brokers. - Providing guidance concern to your reporting authority of SIP and Lumsum mutual fund products. - Helping in generating transaction to the Broker for Purchase and Sales in...
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Mutual Fund Sales Executive
6 months ago
Ahmedabad, India Yashasvi Finvest Pvt. Ltd. Full timeJob Title: Independent Mutual Fund Sales Specialist Job Overview: We're seeking a self-driven Independent Mutual Fund Sales Specialist to **autonomously achieve and surpass sales targets **while excelling in client acquisition and back-office operations. **Responsibilities**: ~Independently acquire clients interested in mutual fund investments. ~Provide...
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Sales- Mutual Fund
4 days ago
Ahmedabad, Gujarat, India Onxx Staffing Solutions Full timeCritical Routine 1. Sound knowledge of markets and various financial products with ability to present Product briefing to MFDs and Wealth Management channels 2. Handling sales through Multi channels 3. Increasing market share and broad basing the business in the assigned markets by identifying, building, and maintaining relationships with new and the...
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Mutual Fund Executive
2 weeks ago
Manekbag, Ahmedabad, Gujarat, India Enroute Investment Solutions Full timeThis is a full-time on-site role for a Mutual Fund Representative at eNROUTE Investments in Ahmedabad. The Mutual Fund Representative will be responsible for providing customer service, managing portfolios, and handling investments in mutual funds. **Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹20,000.00 per month Schedule: - Day...
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Mutual Fund Executive
3 months ago
Bodakdev, Ahmedabad, Gujarat, India Relitrade Stock Broking Pvt Ltd Full time**Urgent Opening : Mutual Fund Executive** **Responsibilities**: - Oversee and optimize operational processes to enhance productivity and efficiency. - Address customer inquiries, concerns, and issues related to operations promptly and professionally. - End to End Mutual Fund investment process. - Prepare and present regular reports on operational...
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Trainer - Mutual Fund
4 weeks ago
Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full timePosition: Trainer - Mutual Fund Trainer Company: Telios Tax Solutions & Business Management Private Limited Job Location : Surat Job Responsibilities: Develop and deliver training programs for our sales team on mutual funds and financial products - Provide product knowledge and sales techniques training to enhance team performance - Collaborate with...
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Back Office
6 months ago
Ahmedabad, Gujarat, India Prudent Corporate Advisory Services Full time**Function**: Operations/Back Office **Location**: Ahmedabad **Description**: **Job Profile**: Ø Processing Mutual Fund/FD/Bond Transactions Ø Managing Queries/requirement post Transaction processing Ø Servicing to HNI/Ultra HNI Clients for the requirement Reports/SOA **Desired Profile**: Ø Mutual Fund Experience of at least 2-3 years Ø Good...
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Back Office Assistant for Mutual Fund Distribution
6 months ago
Ahmedabad, Gujarat, India Saumitra Trivedi Full timeWe are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...
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Mutual Funds Operations Associate
6 months ago
Ambawadi, Ahmedabad, Gujarat, India Yashasvi Finvest Pvt. Ltd. Full timeJob Title: Mutual Fund Operations Manager Responsibilities: - Manage all aspects of mutual fund operations, focusing on KYC compliance and portfolio management. - Proficiency in BSE and Redvision software. - Coordinate with clients regarding their service service-related queries. - Excellent communication and interpersonal abilities. - Proven...
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Mutual Fund Advisor/executive
6 months ago
Manekbag, Ahmedabad, Gujarat, India Enroute Investment Solutions Full time**Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹12,000.00 per month Schedule: - Day shift Supplemental pay types: - Yearly bonus **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - Mutual Fund Industry: 1 year (preferred) Work Location: In person
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Mutual Fund Operations Executive
3 months ago
Ahmedabad, Gujarat, India Adhaan Solutions Pvt Ltd Full time**Job Title -** Operations Executive (Mutual Funds) **Reporting to -** Operations Head **Location -** Satellite Road Ahmedabad **Responsibilities**: **1. Process Management**: Oversee and optimize operational processes to enhance productivity and efficiency. **2. Vendor Relations**: Manage relationships with vendors, negotiate contracts, and ensure...
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Strategic B2B Sales Director
4 weeks ago
Ahmedabad, Gujarat, India Nibodhah Full timeJob Opportunity at NibodhahWe are seeking a highly experienced B2B Sales Director to lead our Fixed Income and Mutual Funds team.About the RoleThe successful candidate will be responsible for expanding our network of sub-brokers and channel partners across various regions.Meet and onboard new partners/sub-brokers for investing in Fixed Income and Mutual...
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Back Office Mutual Fund Executive
2 months ago
Majura Gate, Surat, Gujarat, India Market-Hub stock brocking Pvt Ltd. Full time**About Market Hub Stock Broking Pvt. Ltd.**: Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and...
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Mutual Fund Advisor
4 weeks ago
Katargam, Surat, Gujarat, India Radeon enterprise Full time**Key Responsibilities**: - **Mutual Fund Advisory**: - Understand client needs and provide tailored mutual fund investment recommendations. - Stay updated with market trends to provide accurate and strategic investment advice. - Assist clients in completing necessary documentation for investments. - Regularly review and manage client portfolios to ensure...
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Pcg Sales
6 months ago
Ahmedabad, Gujarat, India Serving Skill Full time**Good understanding of Investment Products especially Mutual Fund.**: - **Required knowledge of D-mat.**: **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹1,500,000.00 per year Day range: - Monday to Friday Shift: - Day shift - Fixed shift Application Question(s): - Are you specifically having sales experience of mutual...
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Sales Advisor
6 months ago
Naranpura, Ahmedabad, Gujarat, India Synergy Ace Solutions Pvt Ltd Full time**Job Title**: Sales Officer **Company**: Nippon India Mutual Funds **Location**: Navrangpura, Ahmadabad **Job Type**: Full-time - **Sales and Distribution**: Actively promote and sell Nippon India Mutual Funds' products to potential investors, including individuals, corporates, and institutions. - **Client Relationship Management**: Build and maintain...
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Sales & Back Office Assistant
1 week ago
Ahmedabad, Gujarat, India Pokar FinServ Full timeEducation : B. Com. / B.B.A. / Diploma Computer skills : MS Word, Excel, web search, google sheets/drive, Online data entry, etc. Responsibility : Various form fillings, data entry, generating reports, customer query solution, sales of services to Customers & leads, Miscellaneous office work, etc. Experience: Freshers may also apply, Experience in any of...
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Back Office
6 months ago
Ahmedabad, India Mantras2Success consultants Full timeOpening: 1 Nos. Job ID: 66467 Employment Type: Full Time Reference: Work Experience: 2.0 Year(s) To 3.0 Year(s) CTC Salary: 1.44 LPA TO 1.80 LPA Function: BFSI, Investments & Trading Industry: Insurance **Location**: - Ahmedabad **Position Overview**: The Insurance and Mutual Fund Back Office Specialist plays a crucial role in supporting the...