Sales Executive Mutual Fund

**Job Opening - Mutual Fund Executive** **Overview**: The Mutual Fund Executive will be responsible for managing mutual fund products and strategies in a tech-driven environment, focusing on enhancing digital platforms, investor acquisition, and optimizing portfolio performance. **Key Responsibilities**: - Develop and manage mutual fund offerings on...

**Job description** Job Description - Mutual Fund Operations Executive at VALUEARC VALUEARC is a boutique Wealth Management and Investment Advisory Firm, that works towards providing our customers with unparalleled solutions. As an Operations Executive, you will play a vital role in ensuring the smooth functioning of business activities and promoting...

(ACCEPTING GURGAON BASED CANDIDATES ONLY) - Acquiring and managing the business (HNI and ultra HNI). - Increasing the investment AUM portfolio size. - Ensuring adherence to compliance processes and guidelines. - Advice clients on their product requirement to maximize their investments. - Develop new client relations through references. - Generate the...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Job descriptionAbout the Role:We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.Key...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

This is an excellent opportunity for those who are fully familiar and experienced in Mutual Fund SalesThe recruiter is one of the top 3 Mutual Funds in IndiaThe candidate must have minimum 4 years experience in selling Mutual FundsCandidate must be NISM V A certifiedAbility to build strong relationships and excellent communication skills are a must

**Key Responsibilities**: - Research and identify potential sponsors that align with our brand and event objectives. - Develop a robust pipeline of leads through networking, cold calling, and industry events. - Create compelling sponsorship proposals and presentations tailored to the needs of potential sponsors. - Effectively communicate the value...

**Key Responsibilities**: - Lead Generation: Identify and target potential clients, including financial advisors, investment firms, and individual investors. - Client Acquisition: Develop and implement strategies to acquire new clients and expand our customer base. - Product Knowledge: Maintain a deep understanding of SimpliFin.ai’s products and services,...

**Key Responsibilities**: - Lead Generation: Identify and target potential clients, including financial advisors, investment firms, and individual investors. - Client Acquisition: Develop and implement strategies to acquire new clients and expand our customer base. - Product Knowledge: Maintain a deep understanding of SimpliFin.ai’s products and services,...