Mutual Fund Advisor

Job RoleCustomer interactive role with Portfolio Management experience.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/ PMS/AIF.Job RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products...

Job Role Customer interactive role with Portfolio Management experience. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:Advise clients on mutual fund...

About Us:  We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...

About Us:We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.Key...

Requirement Experience - 4 to 7 Years Location - Bangalore Job Description We are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through...

Requirement Experience - 4 to 7 Years Location - Bangalore Job Description We are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through...

RequirementExperience - 4 to 7 YearsLocation - BangaloreJob DescriptionWe are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through different marketing...

RequirementExperience - 4 to 7 YearsLocation - BangaloreJob Description We are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through different marketing...

Job Opportunity: Telesales Advisor Location: 3rd Floor, No 90, Industrialist Area, GR Icon, Jyoti Nivas College Rd, opposite Gilly's 104, 5th Block, Koramangala, Bengaluru, Karnataka 560034 Interview Timings: 11 AM - 5 PM Designation: Telesales Advisor Number of Positions: 08 Job Role: Conduct telesales calls to generate leads and close sales Provide...

**Designation: Overseas Education Counselor/Overseas Education Advisor** **Location : Manipal Center,MG road,Bangalore** **Roles and Responsibilities**: - Guide students on study abroad opportunities in countries such as USA, UK, Canada, Australia, New Zealand ,Europe, etc. - Counsel students on educational courses, program selection, and career planning...

Purpose of the JobResponsible for delivery of training to the distributors and stakeholders, Training (AMFI and domain) for agents and RM’s across the assigned zone.Key responsibilitiesResponsible for establishing and implementing training mechanisms for the distributors & channel partners.Responsible for Delivery of Training programs across various...

Purpose of the Job Responsible for delivery of training to the distributors and stakeholders, Training (AMFI and domain) for agents and RM’s across the assigned zone. Key responsibilities Responsible for establishing and implementing training mechanisms for the distributors & channel partners. Responsible for Delivery of Training programs across...

Purpose of the Job Responsible for delivery of training to the distributors and stakeholders, Training (AMFI and domain) for agents and RM’s across the assigned zone. Key responsibilitiesResponsible for establishing and implementing training mechanisms for the distributors & channel partners. Responsible for Delivery of Training programs across various...

About the Company: Sun Life is a leading financial services company with history of 150+ years that helps our clients achieve lifetime financial security and live healthier lives. We serve millions in Canada, the U. S., Asia, the U. K., and other parts of the world. We have a network of Sun Life advisors, third-party partners, and other...

About the Company: Sun Life is a leading financial services company with history of 150+ years that helps our clients achieve lifetime financial security and live healthier lives. We serve millions in Canada, the U.S., Asia, the U.K., and other parts of the world. We have a network of Sun Life advisors, third-party partners, and other distributors. Through...

Role Overview: As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...

Role Overview:As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...

Role Overview: Will be responsible for developing and managing the mutual fund distribution business through the IFA channel. The role involves building strong relationships with IFAs, driving business growth, and ensuring alignment with the company's strategic objectives. Location : Bangalore Key Responsibilities: Business Development - Drive the...

Role Overview:Will be responsible for developing and managing the mutual fund distribution business through the IFA channel. The role involves building strong relationships with IFAs, driving business growth, and ensuring alignment with the company's strategic objectives.Location : BangaloreKey Responsibilities:Business Development- Drive the acquisition and...