Mutual Fund

**Job description** **Job Title: Junior Executive-Mutual Fund** **About Us**: We are a leading mutual fund investment firm, dedicated to helping our clients achieve their lifetime financial goals by offering tailored investment solutions from over 40 fund houses. As a Junior Executive, you will support our clients' investment journeys by providing...

**Job Summary**: **Key Responsibilities**: - **Training Delivery**: Conduct on-the-job training sessions on various aspects of mutual funds, including product knowledge, asset classes, investment strategies, market trends, and portfolio management. - **Training Program Development**: Create, update, and refine training modules, materials, and resources...

Industry : Finance, Multi Family office, Investments, wealth management About Valtrust Capital Valtrust is a boutique and fast-growing multi-family office, founded and led by seasoned investors. We invest in opportunities in India as well as outside India. We have offices in Delhi and Chennai. We also have associate offices/partners in London and Dubai. ...

**About Fynro Advisory Services** - Fynro Advisory Services is a growing financial marketplace connecting clients with experienced financial advisors. Our advisors provide expert guidance on market investments, mutual funds, insurance, financial planning, and loans. As a part of Fynro, you will have the opportunity to grow professionally, serve clients with...

Job descriptionDear Candidate,We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.Interested Candidates, can share resume to whatsapp / in mail - Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C...

Greetings,We are Hiring for Multiple Vacancies at Shree Mutual Fund1.Designation - Relationship Manager (RM)- Direct SalesResponsibilities Generate leads and meet client regarding Life Insurance / Health Insurance and Wealth Management productsSalary upto -15 Lac Per Annum based on last CTC2.Designation - Associate Manager (AM)-...

Mega Drive for Mutual Fund Sales, SIP, insuranceLocations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields.Opening of Dmat AccountsField Job Required Candidate profileManaging portfolio of clients and mutual fund salesAlso Fresher graduates / MBA ( Finance...

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields.Opening of Dmat Accounts Required Candidate profileManaging portfolio of clients and mutual fund sales Contact Anitha on or Email on

Job descriptionTo promote all the product line of Mutual Fund FOR HNI CLIENTTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleRM Mutual Fund Sales Customer Engagement (HNI Clients)• To up sell MF products to Retail/HNI Clients as per theassigned database, generation...

Job Summary: We are seeking a reliable and detail-oriented Mutual Fund Back Office Executive to manage the operational and administrative functions supporting our mutual fund distribution and investment services. This role is essential for ensuring the smooth functioning of the day-to-day back-end activities related to mutual fund transactions,...