Mutual Fund Sales and Marketing

3 weeks ago


Surat India Saumit Group Full time

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


  • Mutual Fund Specialist

    12 hours ago


    India, Jabalpur LIC Mutual Fund Full time

    Job 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...


  • Surat, Gujarat, India Saumit Group Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company 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...

  • Head of Sales

    12 hours ago


    Bengaluru, India Capitalmind Mutual Fund Full time

    Job 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...


  • Surat, India RISHI JOBS Full time

    Profile: 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...


  • Surat, India RISHI JOBS Full time

    Profile: 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...


  • Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full time

    Position: 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...


  • Surat, Gujarat, India Rishi Jobs Full time

    Profile 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...


  • Surat, Gujarat, India Rishi Jobs Full time

    Profile 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...

  • Mutual Fund Sales

    4 days ago


    Surat, Gujarat, India Talent Corner HR Services Private Limited Full time

    Position 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...

  • Mutual Fund Advisor

    4 days ago


    Surat, Gujarat, India Rishi Jobs Full time

    Hiring: 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...