Mutual Fund Advisor

5 days ago


Katargam Surat Gujarat, India Radeon enterprise Full time

**Key Responsibilities**:

- **Mutual Fund Advisory**:

- Understand client needs and provide tailored mutual fund investment recommendations.
- Stay updated with market trends to provide accurate and strategic investment advice.
- Assist clients in completing necessary documentation for investments.
- Regularly review and manage client portfolios to ensure optimal performance.
- **Banking Assistance**:

- Handle basic banking tasks as required, such as deposits, withdrawals, and liaising with bank officials.
- Support in managing financial paperwork related to client investments and banking.
- **Field Work**:

- Visit clients for consultations and presentations when necessary.
- Assist in conducting on-site surveys or collecting client information.
- Ensure timely submission of documents or payments to relevant financial institutions.

Pay: From ₹18,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

**Language**:

- English (preferred)
- Hindi (preferred)
- Gujarati (preferred)

Work Location: In person

**Speak with the employer**
+91 8160014859



  • Ambawadi, Ahmedabad, Gujarat, India Vanshi Wealth Pvt. Ltd. Full time

    **6. Key Responsibilities**: - **A. Financial Planning & Advisory**: - Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. - Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. -...


  • Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full time

    Position: Trainer - Mutual Fund Trainer Company: Telios Tax Solutions & Business Management Private Limited Job Location : Surat Job Responsibilities: Develop and deliver training programs for our sales team on mutual funds and financial products - Provide product knowledge and sales techniques training to enhance team performance - Collaborate with...


  • Udhana, Surat, Gujarat, India NJ AMC Full time ₹ 60,000 - ₹ 8,00,000 per year

    Overview of Company :NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. The journey of NJ began in 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, to cater to investor needs in the financial services industry. Today, the Wealth Advisory Network, also known as...


  • Vesu, Surat, Gujarat, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time ₹ 3,60,000 - ₹ 4,20,000 per year

    We are seeking a dynamic and client-focused Mutual Fund Sales Executive (Female) to join our team. The role involves building strong client relationships, providing financial advisory services, and promoting mutual fund products tailored to clients' financial goals. The ideal candidate should have excellent communication skills, a passion for client...


  • Vesu, Surat, Gujarat, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time ₹ 3,00,000 - ₹ 48,00,000 per year

    We are seeking a dynamic and client-focused Mutual Fund Sales Executive (Female) to join our team. The role involves building strong client relationships, providing financial advisory services, and promoting mutual fund products tailored to clients' financial goals. The ideal candidate should have excellent communication skills, a passion for client...


  • Surat, Gujarat, India Tbell Search Partners (opc) Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Role OverviewWe are seeking a highly skilled and experienced professional to lead our mutual fund research function. This role will be responsible for delivering actionable insights and recommendations to empower our distributors, clients, and internal teams. The position involves in-depth fund analysis, performance evaluation, market monitoring, and active...


  • Majura Gate, Surat, Gujarat, India Market-Hub stock brocking Pvt Ltd. Full time

    **About Market Hub Stock Broking Pvt. Ltd.**: Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and...


  • Rajkot, Gujarat, India Visko Group Full time

    **Job Title**:Mutual Fund Executive **Experience**: 0-2 years **Job Types**: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹25,000.00 per month Work Location: In person


  • Surat, India Vitasta Consulting Pvt Ltd Full time

    Role Overview: We're seeking a highly skilled and experienced professional to lead our mutual fund research function, delivering actionable insights and recommendations to support our distributors, clients, and internal teams. This role involves in-depth fund analysis, performance tracking, market monitoring, and contributing to product evaluation and...


  • Ahmedabad, Gujarat, India PMS Financial services Full time

    Are you passionate about finance and helping people achieve their investment goals? Join our dynamic team and build a rewarding career in **Mutual Fund Distribution & Sales**! **Role**: Mutual Fund Sales Executive **Location**: C. G. Road, Ahmedabad **Firm**:PMS Financial Services **What You’ll Do**: - Build and maintain strong client relationships. -...