Rm Mutual Fund Sales

**Roles and Responsibilities** ,To promote all the product line of Mutual Fund,To up sell Mutual Fund products to Retail/HNI Clients,,To generate fresh leads and acquire clients through reference to shore up the clientele,, To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual...

**Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

**Roles and Responsibilities** **Responsibilities**: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms...

Company OverviewManu Stock Broking Pvt. Ltd. is a prominent financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency on major exchanges like the Bombay Stock Exchange and National Stock Exchange. Our firm is committed to offering fast, reliable trading services and...

Insurance and Mutual Fund Advisor*Job Summary:*We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.*Key Responsibilities:** Advise clients on Life Insurance, General...

**Job description**: **Job Category**:Mutual Fund Distribution **Job Type**:Full Time **Job Location**:Kolkata **Job Qualification**:Graduate NISM V certification is desirable but not mandatory **Salary**:₹ 1.8 Lacs - ₹ 3 Lacs PA **Position Required**:10 **Other Benefit**:Incentive Mobile & internet bill Paid time off Performance Linked Bonus

About the Opportunity: We are looking for a skilled Senior  Relationship Manager (RM) to acquire, manage, and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores). This is an individual contributor role with the opportunity to manage an AUM of 500 -700 crores . Key Responsibilities : Build and maintain long-term...

Roles and Responsibilities - Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. - Connect with customers/Leads and convert them into **Mutual Fund investment**. - Explain them various financial products and solve their queries on immediate basis. - Update database on immediate basis. Location -...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 1 to 3 yrs. Key skill - Processing Mutual Fund, Bonds etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata - 700091, West Bengal: Reliably...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds,NSE & BSE etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal:...