Mutual Fund Advisor

**Overview** We are seeking a dedicated Mutual Fund Advisor to join our team. As a Mutual Fund Advisor, you will be responsible for providing financial advice and guidance to clients regarding mutual funds and other investment opportunities. **Duties** - Conduct in-depth financial assessments for clients to understand their investment goals and risk...

**Job Description: Mutual Fund 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...

contact - 93291 44909 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...

Designation- Retail Sales HeadExperience- 5+ yearsLocation- IndoreJob Role Engaging with distributors (IFA / Banks / ND's) to garner sales.Manage direct selling to cater to the HNI customers in the area.Leverage on market opportunities and develop new client relationships and accountsIdentify & empanel new IFA in the area.Plan, develop and implement business...

Designation- Retail Sales HeadExperience- 5+ yearsLocation- IndoreJob Role Engaging with distributors (IFA / Banks / ND's) to garner sales.Manage direct selling to cater to the HNI customers in the area.Leverage on market opportunities and develop new client relationships and accountsIdentify & empanel new IFA in the area.Plan, develop and implement business...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

**nteracting with clients/ Institutional Channel partners, understanding their needs and providing them the solution**. - To update clients with market and scheme related information. - Knowledge of Mutual Funds is a must with good understanding of fixed income market of India. Pay: ₹10,000.00 - ₹15,000.00 per month **Benefits**: - Health...

Service Advisor is the most important interface at workshop between customer and dealership. In his role he has to understand customer’s need for vehicle attention as per his verbatim and translate that into a note on the repair order in a manner which communicates the right customer feedback to the shop floor for perfect diagnosis and repairs Pay:...

Key Responsibilities**:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. ** Individually handling clients with the book size of 25 lacs & above. **Creation of revenue & Activation of clients through effective Advisory. ** Cross selling of other products like Mutual fund, PMS, Insurance. **Handling Queries & complains of...

Relationship Manager Role OverviewThe ideal candidate for this role is a seasoned professional with extensive experience in wealth management and private banking. The successful applicant will possess exceptional selling skills, strong soft skills, and a deep understanding of capital markets and financial products.Key Responsibilities:Acquiring, deepening,...