Mutual Funds Executive

Job Title: Independent Mutual Fund Sales Specialist Job Overview: We're seeking a self-driven Independent Mutual Fund Sales Specialist to **autonomously achieve and surpass sales targets **while excelling in client acquisition and back-office operations. **Responsibilities**: ~Independently acquire clients interested in mutual fund investments. ~Provide...

Are you passionate about finance and helping people achieve their investment goals? Join our dynamic team and build a rewarding career in **Mutual Fund Distribution & Sales**! **Role**: Mutual Fund Sales Executive **Location**: C. G. Road, Ahmedabad **Firm**:PMS Financial Services **What You’ll Do**: - Build and maintain strong client relationships. -...

Job Title: Mutual Fund Back Office Executive Location: Vastrapur - Department: Operations / Back Office Reports To: Operations Manager Job Summary Responsible for processing and managing mutual fund investments, including Systematic Investment Plans (SIP) and Lump Sum transactions.  The role ensures timely execution, reconciliation, and...

Job Title: Research Analyst – Mutual FundsLocation: Ahmedabad Department: Wealth Management Reports To: Senior Vice President Job Summary: We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds...

**About PMS Financial Services**: PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve...

Roles and ResponsibilitiesIdentify and onboard High Net Worth Individuals (HNIs) and retail + corporate clients for mutual funds, insurance, and wealth products.Build and manage long-term client relationships with trust, integrity, and consistent follow-ups.Achieve monthly equity sales targets.Conduct presentations, meetings, and client interactions to...

**6. Key Responsibilities**: - **A. Financial Planning & Advisory**: - Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. - Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. -...

About the RoleWe are seeking a dynamic and strategic professional to lead the end-to-end lifecycle of mutual fund products. The role requires strong expertise in product management, regulatory compliance, sales strategy, and distribution management within the asset management industry.Key Responsibilities- Lead the conceptualization, design, regulatory...

Demonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...

Job Title: Mutual Fund Operations Manager Responsibilities: - Manage all aspects of mutual fund operations, focusing on KYC compliance and portfolio management. - Proficiency in BSE and Redvision software. - Coordinate with clients regarding their service service-related queries. - Excellent communication and interpersonal abilities. - Proven...