Mutual Fund Advisor/executive

This is a full-time on-site role for a Mutual Fund Representative at eNROUTE Investments in Ahmedabad. The Mutual Fund Representative will be responsible for providing customer service, managing portfolios, and handling investments in mutual funds. **Job Types**: Full-time, Fresher Pay: ₹8,000.00 - ₹20,000.00 per month Schedule: - Day...

**6. Key Responsibilities**: - **A. Financial Planning & Advisory**: - Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. - Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. -...

Hiring: Mutual Fund Location: Vesu, Surat **Salary**: ₹25,000 Timing: 10 AM - 6 PM Roles & Responsibilities: - Explain mutual fund products and suggest suitable investment options - Call and follow up with leads to convert them into investors - Build and maintain strong client relationships - Achieve sales targets (monthly/quarterly) - Assist with...

**Company Overview**: Market Hub Stock Broking Pvt Ltd is a progressive financial services firm offering a broad range of investment solutions including equities, mutual funds, PMS, AIF, and more. We are committed to delivering excellence in client service, operational transparency, and financial growth. To strengthen our backend and service capabilities, we...

Mutual Funds Executive (Operations) X 1 Positions - Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients...

**Job Title -** Operations Executive (Mutual Funds) **Reporting to -** Operations Head **Location -** Satellite Road Ahmedabad **Responsibilities**: **1. Process Management**: Oversee and optimize operational processes to enhance productivity and efficiency. **2. Vendor Relations**: Manage relationships with vendors, negotiate contracts, and ensure...

Job Title: Research Analyst – Mutual FundsLocation: Ahmedabad Department: Wealth Management Reports To: Senior Vice President Job Summary: We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds...

Responsible for operations in Mutual Funds, Broking & related services - Responsible for processing new investments and/or any customer services - Responsible for completing the registration process and paperwork for related investment products and its service - Responsible for coordinating between clients and the fund house/ broker/ insurer/ AMC’s...

We are AMFI registered Mutual Fund Distributor. We are dealing with investments products like mutual fund, fixed deposits and bonds. **Job Profile & Responsibilities** - Filling mutual fund and other investments forms for the investors - Managing online and offline investment related transactions - Coordinating with mutual fund and other service providers...

Coverage - Wealth Counters,Fund Raising across Wealth Channel,Mutual Fund Sales - Active and Passive,Alternate Sales,Client and Partner Services