Sales - Mutual Funds

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients.ResponsibilitiesMutual funds...

Investcraft is looking for Equity & Mutual Funds consultants for Noida location.Candidates having basic understanding of Stock Markets , Mutual Funds sales & Operations are a preferred choice for this Job.Job descriptionsManage Clients PortfolioManage Online TransactionsMutual Fund KYC & OnboardingCounselling for InvestorsArrangement of Seminars on...

**Role Description** This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services**, Mutual Funds advisory**, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely...

Job Description: Mutual Fund Sales ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...

Job Description: Mutual Fund Sales Executive Roles and Responsibilities: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

**Job Title**: Mutual Fund Advisor (sales) **Job Type**: Full-time, Onsite **Work Days**: Monday to Saturday **Location**: In person (Lucknow) **Salary**: ₹15,000 - ₹20,000 per month **Benefits**: Provident Fund Key Responsibilities - Assist clients with **investment planning**, KYC updates, and portfolio management. - Handle **bulk transactions** and...

Job Description: Mutual Fund Sales ExecutiveRoles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...

Preference Given to NISM certified Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...

Responsibilities:* Provide financial advice on Mutual funds & portfolio management.* Handle NISM certification requirements.* Meet sales targets for SIP and LUMPSUM.* Regular interaction with HNI and UHNI clients.Health insuranceAnnual bonusLeave encashmentReferral bonusMobile bill reimbursementsRetention bonusSales incentivesLife insurance

Job Role :Role DescriptionThis is a full-time, on-site Mutual Fund Sales Intern role based in Noida. The intern will be responsible for assisting in the promotion and sales of mutual fund products, conducting financial analysis, and helping clients choose suitable investment options. Day-to-day tasks will include client communication, market research, and...