Mutual Fund Advisor

6 days ago

Chandigarh, India Tiger Wealth Private Limited Full time

Job Summary: As a mutual fund advisor, you will be a key contributor to our company's growth by identifying and acquiring new clients while maintaining strong relationships with existing clients. Your primary responsibility will be to provide services to our new clients and to our existing clients.

**Responsibilities**:

- Conduct thorough research on market trends, and client needs to identify business development opportunities.
- Present and explain our range of investment products and services to clients, highlighting their benefits and suitability based on their financial goals.
- Build and maintain strong relationships with existing clients to ensure client retention and satisfaction.
- Provide exceptional customer service by addressing client inquiries, resolving concerns, and offering post-sales support.
- Maintain accurate and up-to-date records of client interactions, and opportunities in the CRM system.
- Stay up-to-date with industry trends, market conditions, and regulatory changes that may impact investment products.

**Requirements**:

- Basic knowledge of Operations work of the Bank
- 2-3 yrs of relevant experience in BFSI.
- Good communication skills must needed to manage client flow.
- High level of Self Drive/Enthusiasm as a good learner.

or Call / Whatsapp on 7889104366

Pay: ₹21,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Mutual Fund Operations: 2 years (preferred)

**Speak with the employer**
+91 7889104366

  • Mutual Fund Advisor

    6 days ago

    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    Job Title: Mutual Fund Advisor – Mutual Fund DepartmentSalary: ₹30,000 – ₹40,000 per month (negotiable for the right candidate)Location: ChandigarhCompany: D.R. Shares & Stock Brokers Pvt. Ltd.Job Type: Full-Time | On-siteExperience: 1–2 Years (AMC/Mutual Fund Industry Preferred)Job Overview:D.R. Shares & Stock Brokers Pvt. Ltd. is expanding its...

  • Mutual Fund Advisor

    15 hours ago

    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time

    **Job Title**: Mutual Fund Advisor - Mutual Fund Department **Location**: Chandigarh **Company**: D.R. Shares & Stock Brokers Pvt. Ltd. **Job Type**: Full-Time | On-site **Experience**: 1-2 Years (AMC/Mutual Fund Industry Preferred) **Job Overview**: **Key Responsibilities**: - Build and maintain long-term relationships with mutual fund investors. -...

  • Operation Executive- Mutual Fund

    6 days ago

    Chandigarh, Chandigarh, India Integgral Corporate Service Full time

    We need Operation Executive for Chandigarh location who is having good experience in BFSI sector, Mutual Fund, Stock market & investment banking. - Bachelor's degree in Finance, Business, Economics, or a related field. - work experience: 2 - 3 years (required) - Previous experience in mutual fund operations, fund accounting, or investment operations is...

  • Mutual Fund Executive

    2 weeks ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB PARTICULARS/ DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2...

  • Mutual Fund Executive

    6 days ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com...

  • Mutual Fund Executive

    2 days ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com...

  • Mutual Fund Distributors

    4 days ago

    Chandigarh, India IFM FinCoach Full time

    Why MFD for SBI? - Opportunity for all those who desire to start their own venture as self entrepreneur - Stipulated monthly stipend of Rs.15000 and additional trail commission - Any Individual above the age of 18 years can apply - Work from Anywhere Additional operational setup and training will be assisted by IFM Fincoach **Job Type**: Freelance Contract...

  • Operations Executive-mutual Funds

    2 days ago

    Chandigarh, India Innovative Financial Management Full time

    **Role**: Operations executive - Mutual funds **Key Responsibilities**: - Handle Purchase, Order Processing, and Subscription & Redemption Transaction for clients through BSE/NSE/MFU MF Platform & In-house System. - Manage client on boarding for wealth and Mutual Fund. - Managing Client Database of Existing and New clients. - Organize and maintain...

  • Asst. Mutual Fund Executive

    2 days ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Assistant Service Executive - Mutual Fund** Company's Information - 15 year old Wealth Management Firm in Sector 9-D, Chandigarh Assets under Management - over Rs 100 Crores **JOB DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2...

  • Advisor

    3 weeks ago

    Chandigarh, India Aupulent Full time

    Job Description: Advisor – Fundraising & Growth Company: Aupulent Jewellery (Onecarat OPC Pvt. Ltd.) Location: Chandigarh (with flexibility for remote engagement + travel for investor meetings) Compensation: ₹20,000/month (retainer) + 0.5% ESOPs + 1% success fee on funds raised Timeline: Must achieve fundraising goals within 6 months of...