Mutual Fund Advisor

Role - Mutual Fund Advisor Location - Nariman Point,Mumbai HR connect -Nabamita-9365305958 Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred Salary upto 10LPA Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds...

Managing day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...

We at **Shri Vardhaman Broking** are looking for a **Mutual Fund Advisor** to join our growing team. **Key Responsibilities**: - Cross-sell Mutual Fund / SIP products to our **existing client base**: - Reach out to **new customers** from the provided data - Educate clients on **Mutual Funds, SIPs, and NFOs**: - Help clients understand **how MF...

We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

Hi With reference to your CV in Naukri,we have the requirement for the below position in Financial Service Company. Position - Mutual Fund Advisor / Sales Location - Mumbai Experience - 3+ years **Responsibilities**: - Promote Sales of Mutual Funds - Should be able to acquire privilege clients and able to sell MF. - Responsible for acquiring &...

Position: Equity Advisor- Partner Alliances Experience: Minimum 1-5 years in a similar role We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio...

Job Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–3 years(Graduates welcome; Freshers encouraged to apply)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

**Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

**PROSPERi5** is a next-generation, multi-asset wealth platform catering to individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and innovative new-age investment products - all delivered through a seamless,...