Mutual Fund Distributor

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 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...

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...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,General & Health Insurance. Maintaining existing/new clients for improving our marketshare. Required Candidate profileMust have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds &...

Job Description Experience: 3+ years (Fintech only) Location: Gurugram, Haryana Job Type: Full-Time Education: Any Graduate Working Mode 6 days Working Hours -10AM -7PM Domain- BFSI (good to have) About the Role We are looking for a Finance Content Writer who can craft compelling and engaging content for fintech audiences. The ideal candidate will have...

Job Description Job Title; Sales Team Lead Experience; 4-5 years Job Location: Gurgaon Immediate Joiner Mon - Sat working Education Qualification:Graduate and above Kindly share your resume at [Confidential Information] Role & Responsibility: - Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month. Along...

Job Description FINANCE CONTENT WRITER Experience: 3+ years (Fintech only) Location: Gurugram, Haryana Job Type: Full-Time Education: Any Graduate Working Mode 6 days Working Hours -10AM -7PM Domain- BFSI (good to have) About the Role We are looking for a Finance Content Writer who can craft compelling and engaging content for fintech audiences. The ideal...

Job Description Key Responsibilities - Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients. - Prospect and onboard investment distributors / IFAs to expand product reach. - Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed...

Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...