Mutual Fund Team Lead
4 weeks ago
Job Description Job Title; Sales Team Lead Experience; 4-5 years Job Location: Gurgaon Immediate Joiner Mon - Sat working Education Qualification:Graduate and above Kindly share your resume at [Confidential Information] Role & Responsibility: - Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month. Along with that you have to achieve your own target with complete ownership of Sales, Operations and allied functions with Financial Planning for Clients. - This position holder will be responsible for managing key relation- ships and ensures business development across all distribution segments and manage Corporate & SMEs atbranch locations of the Cluster. - Will play a strategic role in the future growth and expansion of the organization - Responsible for achieving Sales for solutions, acquiring (it's an individual role) - Solutions: All Health & Wealth Services - Acquisition of new Clients. - Ensure right- selling by all team members through regular training & product. - Knowledge. Ensuring Compliance with regulations. Build relationships with key employees among customers by doing B2B Sales and Promotion of Investment Products such as Mutual Funds, Fixed Deposits etc Managing investments & maintaining Client relationships, interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries Requirements and skills Proven experience as a Client Relations Manager or Relationship Manager Proven track record of meeting and exceeding targets Proficient in MS Office, with working knowledge of CRM platforms. A customer-oriented attitude Excellent communication and negotiation skills Problem-solving aptitude Please note this is a 6 days working role. About Us ZFunds is on a mission to democratize personal finance. A lot has been done to make financial products accessible to people. However, it still remains an urban concept. We will make quality financial advice accessible and approachable across Bharat. ZFunds was born when we realized that consumers in all small towns across India have invested their money in LIC policies. For users looking to grow their money, it's probably one of the worst options over a long period of time. We realized that it's not a problem that consumers don't want better financial products, it's that they don't have supply to it. And that is what ZFunds is here to do. We are now in the growth phase of your journey and are looking for driven developers to drive that ruthlessly alongside us. **Website: https://zfunds.in/** **Android App: https://play.google.com/store/apps/detailsid=com.zfunds.user** **iOS App: https://apps.apple.com/in/app/zfunds/id1537564923**
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Mutual Fund Specialist
12 hours ago
India, Jabalpur LIC Mutual Fund Full timeJob Description About the company LIC Mutual Fund is one of the well-known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, it is emerging as a preferred Investment Manager amongst the investor fraternity. LIC Mutual Fund endeavors to create value for...
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Mutual Fund Distributor
5 days ago
Gurugram, Haryana, India Lets Invest Wisely Full timeCompany Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...
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Finance Mutual Fund
4 weeks ago
Gurugram, Gurugram, India ZFunds Full timeJob Description Experience: 3+ years (Fintech only) Location: Gurugram, Haryana Job Type: Full-Time Education: Any Graduate Working Mode 6 days Working Hours -10AM -7PM Domain- BFSI (good to have) About the Role We are looking for a Finance Content Writer who can craft compelling and engaging content for fintech audiences. The ideal candidate will have...
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Urgent Search! Senior Lead
4 weeks ago
Mumbai, India Tata Mutual Fund Full timeJob Description Job Description Major Deliverables Relationships with Investors / Corporates - Maintain and acquire new relationships with various capital market investors (Credit Funds, NBFCs, Financial Institutions, AIFs, FPIs, Banks, Family offices, Wealth Management Firms, Mutual Funds, Insurance Companies, PE Funds, etc.) - Maintain relationships with...
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(Only 24h Left) Mutual Fund Content Writer
4 weeks ago
Gurugram, Gurugram, India ZFunds Full timeJob Description FINANCE CONTENT WRITER Experience: 3+ years (Fintech only) Location: Gurugram, Haryana Job Type: Full-Time Education: Any Graduate Working Mode 6 days Working Hours -10AM -7PM Domain- BFSI (good to have) About the Role We are looking for a Finance Content Writer who can craft compelling and engaging content for fintech audiences. The ideal...
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Wealth Manager- Mutual Fund
7 days ago
Delhi, Gurugram, NCR, India Crescore Capital Full time ₹ 6,00,000 - ₹ 18,00,000 per yearAcquiring new clients & providing advice on financial investments by selling Mutual Funds,General & Health Insurance. Maintaining existing/new clients for improving our marketshare. Required Candidate profileMust have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds &...
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Head of Sales
12 hours ago
Bengaluru, India Capitalmind Mutual Fund Full timeJob Description Job Title: Head of Sales Company: Capitalmind Asset Management Private Limited WorkLocation: Bangalore (Work from Office) About Capitalmind: Capitalmind Asset Management Private Limited manages the Capitalmind Mutual Fund, seeded by its parent and sponsor, Capitalmind Financial Services Private Limited. Led by CEO Deepak Shenoy, we offer...
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Job Description: Chartered Accountant
5 days ago
Gurugram, India clickto-invest Full timeLocation: Gurgaon Experience: Fresher (CA Qualified) Role Type: Full-time | Research & Analysis About the Role We are looking for a highly motivated Chartered Accountant (Fresher) who is passionate about financial research, balance-sheet analysis, and understanding the dynamics of mutual funds. The ideal candidate should have strong analytical skills,...
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Job Description: Chartered Accountant
5 days ago
Gurugram, India clickto-invest Full timeLocation: Gurgaon Experience: Fresher (CA Qualified) Role Type: Full-time | Research & Analysis🔍 About the RoleWe are looking for a highly motivated Chartered Accountant (Fresher) who is passionate about financial research, balance-sheet analysis, and understanding the dynamics of mutual funds. The ideal candidate should have strong analytical skills,...
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Job Description: Chartered Accountant
4 days ago
Gurugram, India clickto-invest Full timeLocation: Gurgaon Experience: Fresher (CA Qualified) Role Type: Full-time | Research & Analysis🔍 About the RoleWe are looking for a highly motivated Chartered Accountant (Fresher) who is passionate about financial research, balance-sheet analysis, and understanding the dynamics of mutual funds. The ideal candidate should have strong analytical skills,...
