Sales Executive Mutual Funds

**Job Summary**: We are seeking enthusiastic and self-motivated individuals to join our Mutual Fund team. As a Mutual Fund Executive, you will assist clients in making informed investment decisions, building financial portfolios, and achieving their long-term financial goals. **Key Responsibilities**: - Understand clients’ financial needs and risk...

**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...

About UsWe are a growing financial services firm, currently expanding ourmutual fund distribution business. Our goal is to deliver trusted investment solutions while scaling our reach across clients and partners.Role OverviewWe are seeking a motivated and experienced professional to helpscale our mutual fund distribution business. The candidate should have a...

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,...

**Role Description** This is a full-time on-site role for a Document Executive located in the Greater Kolkata Area. The Document Executive will be responsible for visiting clients and various mutual funds offices located in Kolkata. Maintaining and organizing documents related to mutual funds, coordinating with various departments, and managing the...

Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to lead our Mutual Fund Distribution team. As a key member of our sales team, you will be responsible for building and leading a team of Mutual Fund Distributors to increase Assets Under Management (AUM).Key Responsibilities:* Achieve sales targets by...

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, General...

Company OverviewManu 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 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...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...