Mutual Fund Advisor

We are looking for a highly skilled and experienced Mutual Fund Advisor to join our team in the Advertising & Marketing - Other industry. The ideal candidate will have 1 year of experience.Roles and Responsibility Develop and implement financial plans for clients, including investment strategies and portfolio management.Conduct thorough analysis of client...

**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 Title: Wealth Advisor Location: Noida, Delhi NCR PRIME FOLIOS PVT. LTD. **PFPL (Prime Folios Pvt Ltd)** is one of the leading bespoke finance and wealth management advisories. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns. JOB DESCRIPTION: The Wealth Advisor...

Service related to mutual funds and co ordinate with various stake holders like amfi, fund houses and clients. **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 per month Schedule: - Day shift **Experience**: - total work: 2 years (preferred) - Mutual fund Industry: 2 years (preferred) Work Location: In person

Multiple positions are open related to mutual fund background. **Minimum 1 year of experience required.** **Job Types**: Full-time, Permanent Pay: ₹30,000.00 - ₹60,000.00 per month Application Question(s): **Experience**: - total work: 1 year (preferred) - Mutual Funds: 1 year (preferred) Work Location: In person

**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...

**Job Title**: Mutual Fund Dealer **Experience**: 1 to 5 years **Location**: Indore **Salary**: Depending on interview assessment **Contact Person**: Ashish Mishra **Contact Number (WhatsApp)**: 8108461922 **Company Name**: Arihant Capital Markets Limited **Job Description (JD)**: We are currently seeking experienced Mutual Fund Dealers to join our team at...

**Job Types**: Full-time, Permanent, Fresher Pay: ₹25,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) - mutual Fund: 1 year (preferred) Work Location: In person

**Job description** **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,...

Handling mutual funds sales and customer service.... **Job Types**: Full-time, Volunteer Pay: From ₹18,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Morning shift Supplemental Pay: - Performance bonus **Experience**: - mutual fund operations: 1 year (preferred)