Mutual Fund Sales

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 Title: Junior Executive-Mutual Fund** **About Us**: We are a leading mutual fund investment firm, dedicated to helping our clients achieve their lifetime financial goals by offering tailored investment solutions from over 40 fund houses. As a Junior Executive, you will support our clients' investment journeys by providing assistance in various...

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. ...

Greetings,We are Hiring for Multiple Vacancies at Shree Mutual Fund1.Designation - Relationship Manager (RM)- Direct SalesResponsibilities Generate leads and meet client regarding Life Insurance / Health Insurance and Wealth Management productsSalary upto -15 Lac Per Annum based on last CTC2.Designation - Associate Manager (AM)-...

Hi.Openings in Leading AMC Company,Job description (Direct Channel - B2C)- Hni / Retail ClientsTo 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...

**Job Summay** **Key Responsibilities**: - Make outbound calls to potential and existing customers to explain insurance and mutual fund products. - Understand customer needs and recommend appropriate insurance and investment plans. - Follow up on leads generated through marketing campaigns or inquiries. - Maintain and update customer records and track...

**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...

This is Mutual Fund back office/Operation executive. Job responsibilities : Handling Client response, Mutual Fund Transactional activities and other operational activities. Pay: ₹8,000.00 - ₹10,000.00 per month **Benefits**: - Cell phone reimbursement Work Location: In person

Estd., 1947 Sree Visalam Chit Fund Ltd,. with an annual turnover of Rs.190 Cr., and 40 Branches and Collection center across Tamil Nadu and Pondy requires "Collection and Sales Executive" for its Dindigul Branch. a.) Chit Fund Industry b.) Mutual funds and Insurance c.) Banking and Finance d.) Microfinance e.) Loans and mortgages **Job Types**: Full-time,...

**About Fynro Advisory Services** - Fynro Advisory Services is a growing financial marketplace connecting clients with experienced financial advisors. Our advisors provide expert guidance on market investments, mutual funds, insurance, financial planning, and loans. As a part of Fynro, you will have the opportunity to grow professionally, serve clients with...