Fund Advisor

Role - Mutual Fund Advisor Location - Nariman Point,Mumbai HR connect -Nabamita-9365305958 Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred Salary upto 10LPA Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds...

Position: Equity Advisor- Partner Alliances Experience: Minimum 1-5 years in a similar role We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio...

Job Summary: We are seeking a motivated and knowledgeable Mutual Fund Advisor to join our growing team in Varthur. As a Mutual Fund Advisor, you will be responsible for providing expert financial advice and guidance to clients on mutual fund investments. You will assess their financial goals, risk tolerance, and investment horizon to recommend suitable...

We at **Shri Vardhaman Broking** are looking for a **Mutual Fund Advisor** to join our growing team. **Key Responsibilities**: - Cross-sell Mutual Fund / SIP products to our **existing client base**: - Reach out to **new customers** from the provided data - Educate clients on **Mutual Funds, SIPs, and NFOs**: - Help clients understand **how MF...

**Mutual Fund Advisor - Vile Parle =** - Any Graduate with minimum experience of 3-4+ years’ experience in distribution knowledge in sales of Mutual Fund. - Who can handle existing setup as well as get new business. - Experience In managing HNI or Ultra HNI clients in wealth outfit. Understanding of financial market. - Ability to manage relationships to...

Job Description Job Description Job Purpose The role objective of Associate - Decarbonisation is to support the investment team across the full deal lifecycle for the Decarbonisation Fund within the Private Equity vertical. The role involves conducting financial analysis, sector research, due diligence coordination, investment memo preparation, and portfolio...

Job Description Job Description 10189 Responsible for managing the product lifecycle for our fee based and/ or third party products and Privately Managed Portfolios. 3. Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements 4. Monitor program sales...

Job Title: VP- Fund RaisingDescription: Prospect potential clients, and gather documentation to begin the funding process. Develop leads, and cultivate a list of targeted prospects with UHNIs, HNIs, family offices,wealth managers, institutional investors, Independent Financial Advisors (IFAs), etc. Developing and executing fundraising strategies to...

You are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.Job ResponsibilitiesProvide...

About Citco:The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its...