Mutual Fund Advisor

Insurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...

**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...

Here’s a **simple, professional JD** version with all the **key skills included** (no emojis, no extra formatting): **DKP Recruiter team is hiring for the job Title**: Insurance and Mutual Fund Advisor I Location: CC2 (Newtown) **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...

**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...

mutual sales **Suggest and plan portfolio for investors**. - Recommend right organize training for different aspects of Mutual Funds. - Develop, manage, and expand customer relationships by providing a service level that exceeds client expectations of the most important customer segment. **Job Types**: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00...

**DKP Recruiter team is hiring for the Job Title**: Insurance and Mutual Fund Advisor **Location**:City center 2, Newtown,Kolkata **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing...

Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

Company Overview Manu Stock Broking Pvt. Ltd. is a prominent financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency on major exchanges like the Bombay Stock Exchange and National Stock Exchange. Our firm is committed to offering fast, reliable trading services and...

Company Description SBI Funds Management, with over 37 years of experience, consistently delivers value to our investors through various mutual fund schemes, including Equity Funds, Debt Funds, Hybrid Funds, and more. We manage assets not only in domestic mutual funds but also offer offshore funds and Alternative Investment Management Solutions. Based on our...