Expert Mutual Fund Financial Planner

About the RoleWe are seeking a seasoned Financial Planner with extensive knowledge of mutual fund investments. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of market trends.Key ResponsibilitiesAdvise clients on mutual fund investments tailored to their financial goals and risk appetite.Analyze...

About Our Organization:We are pioneering tax optimization solutions for salaried professionals by leveraging AI technology. As we expand our services to include comprehensive financial advisory, we seek a skilled expert to help individuals optimize their taxes while achieving their long-term goals.Key Responsibilities:Mutual Fund Portfolio Analysis and...

About the RoleWe are seeking a seasoned Investment Portfolio Manager to join our team at Creddinv Technologies Pvt Ltd. As a Mutual Fund Advisor, you will be responsible for providing expert advice on investment strategies tailored to our clients' financial goals and risk tolerance.The ideal candidate will possess strong analytical skills, excellent...

Onxx Staffing Solutions is hiring a Business Development Manager - Mutual Funds. This role involves driving sales and increasing market share from Mutual Fund Distributors / Registered Investment Advisors in assigned locations. The ideal candidate should have good knowledge of investment options available in the mutual fund space across various asset...

Onxx Staffing Solutions is hiring a Business Development Manager - Mutual Funds. This role involves driving sales and increasing market share from Mutual Fund Distributors / Registered Investment Advisors in assigned locations. The ideal candidate should have good knowledge of investment options available in the mutual fund space across various asset...

**Job Overview:**As a Mutual Fund Relationship Manager, you will play a crucial role in driving sales growth and expanding market share within the assigned location or branch. Your primary responsibility will be to build and maintain strong relationships with mutual fund distributors and registered investment advisors, ensuring seamless communication and...

**Job Overview:**As a Mutual Fund Relationship Manager, you will play a crucial role in driving sales growth and expanding market share within the assigned location or branch. Your primary responsibility will be to build and maintain strong relationships with mutual fund distributors and registered investment advisors, ensuring seamless communication and...

**Business Development Role for Mutual Fund Industry:**We are seeking an experienced Business Development Manager to join our team at Onxx Staffing Solutions. As a Mutual Fund Business Development Manager, you will play a pivotal role in driving sales growth, expanding market share, and building strong relationships with mutual fund distributors and...

**Business Development Role for Mutual Fund Industry:**We are seeking an experienced Business Development Manager to join our team at Onxx Staffing Solutions. As a Mutual Fund Business Development Manager, you will play a pivotal role in driving sales growth, expanding market share, and building strong relationships with mutual fund distributors and...

**About Fi**We are a digital-first generation's go-to financial hub. Our team is passionate about creating a positive impact and fostering a culture of transparency, inclusivity, and innovation.**Job Title**Financial Planner**Job Summary**As a Financial Planner at Fi, you will work closely with our finance team to drive great financial decisions for our...

Mutual Fund Process Excellence ProfessionalWealthy seeks a seasoned Mutual Fund Process Excellence Professional to drive process excellence and operational efficiency in our mutual fund business. The ideal candidate will possess excellent analytical, problem-solving, and communication skills.The estimated salary for this position is around $100,000 -...

Key ResponsibilitiesIn this role as a Strategic Financial Planner, you will play a critical part in helping Gloify achieve its long-term financial goals. This involves reconciling transactions, monitoring financial performance, and providing recommendations to improve financial efficiency.

About OpenOpen Financial Technologies is a pioneering connected finance platform that empowers finance teams to manage their cash flow more efficiently by integrating all business finance systems, including banking, accounting ERP, payments, CRM, HRMS, and more.The company has been awarded the 'Best Workplace 2024' by IEEE and recognized as 'Top 10 companies...

About the Role:Zeptronow is seeking an experienced Senior Financial Planner to lead its treasury operations. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and leadership skills.Key Responsibilities:Developing and implementing financial plans to optimize yieldsCollaborating with...

Job SummaryKasplo seeks a skilled Corporate Financial Planner to drive financial growth and success. The ideal candidate will have a strong background in financial planning, analysis, and strategy. Key responsibilities include conducting financial assessments, developing strategic plans, and collaborating with cross-functional teams.Key Responsibilities-...

**About the Role**We are seeking a seasoned Senior Financial Planner to join our team at Sun Mobility. As a key member of our leadership team, you will play a crucial role in shaping the company's financial strategy and driving growth.In this role, you will be responsible for analyzing our financial activities, providing insights, and making recommendations...

Job Summary:We are seeking an experienced Social Media Content Creator - Mutual Funds to join our team at CallTek. As a key member of our marketing department, you will be responsible for creating engaging content that drives traffic and customer engagement across multiple social media platforms.Key Responsibilities:Create compelling written content for...

OverviewTrendlyne is a Series-A funded, profitable products startup in the financial markets space. We have cutting-edge analytics products built for companies and customers in stock markets and mutual funds.We are led by IIT + IIM graduates with strong tech, analytics, and marketing experience. Our Board of Directors consists of top finance and management...

About LiquideWe are a forward-thinking Fintech startup dedicated to revolutionizing the way individuals invest in the stock market. Our mission is to empower investors and traders with the tools and knowledge needed to confidently navigate the markets.The Role: Financial PlannerAs an expert financial strategist, you will work closely with clients to provide...

About the Position :Hireginie Talent Cloud Pvt Ltd seeks a skilled Investment Specialist to drive conversions and deliver exceptional service. In this role, you will become a trusted advisor, guiding clients through investment strategies and ensuring they fully comprehend their investment journey. You will leverage your analytical skills to research and...