Mutual Fund Sales

The mutual fund industry in India is a rapidly growing sector that offers a diverse range of investment products, caters to various investor profiles, and provides ample opportunities for sales professionals in a regulated and expanding market. **Designation**: BDE (Business development Executive) **Eligibility**: **Role and responsibility** Actively...

Role Overview:We are seeking a dynamic Mutual Funds Trainer to design and deliver cutting-edge training programs that drive distributor, partner, and sales team success. This role goes beyond classroom delivery - it integrates strategic coaching, performance analytics, technology adoption, and knowledge management to empower financial intermediaries and...

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...

Company Description:Shree Consultants is one of South Indias leading and most successful distribution companies of various financial products.Established in 2004, we have been making significant strides in the financial services, sales, and distribution markets.We help customers make informed choices through customized advisory services and professional...

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

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...

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. ...

**Job Summary**: **Key Responsibilities**: - **Training Delivery**: Conduct training sessions for employees, agents, and clients on mutual fund products, market trends, investment strategies, and regulatory requirements. - **Training Material Creation**: Develop and update training materials, presentations, and manuals to reflect the latest industry trends...

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...

**Greetings from Probity Consultancy!!!** *As a Team Leader, you will be responsible for managing a team of 8 and overseeing client relationships. You will work closely with the team to ensure that all clients receive expert guidance and advice on investment and financial planning. To possess excellent leadership and communication skills. - The team leader...