Mutual Fund Sales and Marketing
3 weeks ago
Job Description Company Description Saumit House is one of India's most reliable investment advisory firms, providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, Saumit ensures financial security by protecting assets. Trusted by thousands and backed by leading insurers, we are committed to being your long-term partners in protection. Role Description This is a full-time on-site role for a Mutual Fund Sales and Marketing professional located in Surat. The responsibilities include promoting and selling mutual funds, developing and implementing marketing strategies, building relationships with clients, analyzing market trends, providing investment advice, and communicating effectively with clients and grab the mutual fund sales market. Qualifications Min. 4 Years - Experience with Mutual Funds and Investments - Strong Analytical Skills and Finance knowledge - Excellent Communication abilities - Relevant industry certifications or licenses are a plus - Ability to work effectively in an on-site team environment - Bachelor's degree in Finance, Business, or a related field
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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 Sales and Marketing
3 days ago
Surat, Gujarat, India Saumit Group Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionSaumit House is one of India's most reliable investment advisory firms, providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, Saumit ensures financial security by protecting assets. Trusted by thousands and backed by leading insurers, we...
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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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Mutual Fund Manager-Surat
1 week ago
Surat, India RISHI JOBS Full timeProfile: Mutual Fund Manager-Surat Experience: 6+ years in a similar role Company Profile: The Company has been providing comprehensive financial and wealth management services since 1963. It offers specialized solutions in General Insurance, Life Insurance, Mutual Funds, Postal Schemes, Bonds, and Fixed Deposits , designed to meet the diverse financial...
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Mutual Fund Executive-Surat
1 week ago
Surat, India RISHI JOBS Full timeProfile: Mutual Fund Executive-Surat Experience: 2+ years in a similar role Company Profile: The Company is a trusted partner for comprehensive insurance and wealth management solutions. It has been helping clients achieve financial security through personalized investment strategies. The Company offers expert services in General Insurance, Life...
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Trainer - Mutual Fund
5 days 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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Mutual Fund Manager-surat
3 weeks ago
Surat, Gujarat, India Rishi Jobs Full timeProfile Mutual Fund Manager-Surat Experience 6 years in a similar role Company Profile The Company has been providing comprehensive financial and wealth management services since 1963 It offers specialized solutions in General Insurance Life Insurance Mutual Funds Postal Schemes Bonds and Fixed Deposits designed to meet the diverse financial goals of clients...
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Mutual Fund Executive-surat
3 weeks ago
Surat, Gujarat, India Rishi Jobs Full timeProfile Mutual Fund Executive-Surat Experience 2 years in a similar role Company Profile The Company is a trusted partner for comprehensive insurance and wealth management solutions It has been helping clients achieve financial security through personalized investment strategies The Company offers expert services in General Insurance Life Insurance Mutual...
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Mutual Fund Sales
4 days ago
Surat, Gujarat, India Talent Corner HR Services Private Limited Full timePosition Title: Relationship Manager - premier client group (Sales) Location: Ahmedabad, Surat, Mumbai, Pune Employment Type: Full-Time Role Overview: - Drive sales and build long-term relationships with HNWIs and UHNWIs. - Recommend investment solutions aligned with client goals. - Ensure compliance and provide excellent client service. Key...
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Mutual Fund Advisor
4 days ago
Surat, Gujarat, India Rishi Jobs Full timeHiring: Mutual Fund Location: Vesu, Surat **Salary**: ₹25,000 Timing: 10 AM - 6 PM Roles & Responsibilities: - Explain mutual fund products and suggest suitable investment options - Call and follow up with leads to convert them into investors - Build and maintain strong client relationships - Achieve sales targets (monthly/quarterly) - Assist with...