Mutual Fund Advisor

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

Insurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...

Insurance and Mutual Fund Advisor*Job Summary:*We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.*Key Responsibilities:** Advise clients on Life Insurance, General...

Here’s a **simple, professional JD** version with all the **key skills included** (no emojis, no extra formatting): **DKP Recruiter team is hiring for the job Title**: Insurance and Mutual Fund Advisor I Location: CC2 (Newtown) **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

mutual sales **Suggest and plan portfolio for investors**. - Recommend right organize training for different aspects of Mutual Funds. - Develop, manage, and expand customer relationships by providing a service level that exceeds client expectations of the most important customer segment. **Job Types**: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00...

**DKP Recruiter team is hiring for the Job Title**: Insurance and Mutual Fund Advisor **Location**:City center 2, Newtown,Kolkata **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing...

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

Company Description SBI Funds Management, with over 37 years of experience, consistently delivers value to our investors through various mutual fund schemes, including Equity Funds, Debt Funds, Hybrid Funds, and more. We manage assets not only in domestic mutual funds but also offer offshore funds and Alternative Investment Management Solutions. Based on our...