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,...

Relationship Manager – Mutual Fund SalesLocation: Bhawanipur (Kolkata Department: Sales | Industry: Financial Services / Investment AdvisoryExperience: 06-Months to 3 YearsEmployment Type: Full-timeAbout the Role:We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal: Reliably...

Experience in processing or generating data reports, valuation, analysis relating to -- Mutul Fund, Broking, Bonds, etc.( Back End) said post. Experience Required - 6 months to 2 yrs. Key skill - Processing Mutual Fund, Bonds,NSE & BSE etc Location - Kolkata Schedule: - Morning shift Ability to commute/relocate: - Salt lake, Kolkata, West Bengal:...

**Tele caller - Mutual Fund** **Location**: Kolkata **Qualification**: Any Graduate or equivalent **Having done a sales-related training program is an added advantage **Responsibilities**: - Knowing all the details of the MF product or service offerings. - Regularly updating and obtaining the lists of individual contact details. - Meet and exceed sales...

Company DescriptionWe are hiring for one of the largest and well established mutual funds in India.Role DescriptionThe role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

RM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA Job description: RM MF distribution expansion To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI...

Company DescriptionWe are hiring for one of the largest and well established mutual funds in India.Role DescriptionThe role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

Roles and Responsibilities - B2C Sales - Mutual Funds Sales - Fixed Deposits - Banking & NBFC Performing Portfolio review of clients Researching and selling Mutual fund and Insurance Products

Roles and Responsibilities - Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. - Connect with customers/Leads and convert them into **Mutual Fund investment**. - Explain them various financial products and solve their queries on immediate basis. - Update database on immediate basis. Location -...