Mutual Fund Advisor
3 days ago
Lower Parel Mumbai
SALARY max UPTO 6 LPA
- Shift Timing: 9am to 6pm
Mon to Sat working.
- age limit: 30 years
- Qualification:
- Graduate
Work experience: 2-5 years of experience in client interaction role in a service industry
Relevant experience in a Mutual Fund/PMS/ Asset management company or servicing in a wealth management firm
About Firm - Firm Asset Management is a technology driven fund management house
currently providing Portfolio management Services to a wide network on High Networth and Ultra High
record and has been at the forefront of using AI and data science to provide clients a unique investment
advisory service using its highly successful proprietary algorithms.
Pay: ₹35,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
**Experience**:
- Mutual fund: 2 years (required)
Work Location: In person
**Speak with the employer**
+91 9004984205
-
Mutual Fund Sales Executive
3 days ago
Andheri, Mumbai, Maharashtra, India Mutual fund Full timeWork from office - Location: Andheri, Mumbai - Graduation is mandatory - English+ Hindi languages preferred - Age limit:30 - Offline interview - Mutual funds sales executive with 1-2 years of experience is a must - Contact on WhatsApp: 7019815945 **Job Types**: Full-time, Permanent, Fresher Pay: ₹300,000.00 - ₹400,000.00 per year **Benefits**: -...
-
Mutual Fund Executive
2 weeks ago
Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full timeLead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment. - Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets. - Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat...
-
Mutual Fund Advisor
6 days ago
Mumbai, Maharashtra, India Eteam Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Description Mutual Fund Market/Service AdvisorWe are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build...
-
Mutual Fund Advisor
2 weeks ago
Mumbai District, Maharashtra, India HireMore Full timeRole - 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...
-
Mutual Fund Advisor
5 days ago
Mumbai, Maharashtra, India Wright Research Full timeJob Summary: We are seeking a motivated and knowledgeable Mutual Fund Advisor to join our growing team in Varthur. As a Mutual Fund Advisor, you will be responsible for providing expert financial advice and guidance to clients on mutual fund investments. You will assess their financial goals, risk tolerance, and investment horizon to recommend suitable...
-
Mutual Fund Advisor
23 hours ago
Ganeshpeth Colony, Nagpur, Maharashtra, India Sath Outsourcing Service pvt. Ltd. Full time**Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and...
-
Mutual Fund Advisor
3 days ago
Vile Parle, Mumbai, Maharashtra, India Human Resource Search Full time**Mutual Fund Advisor - Vile Parle =** - Any Graduate with minimum experience of 3-4+ years’ experience in distribution knowledge in sales of Mutual Fund. - Who can handle existing setup as well as get new business. - Experience In managing HNI or Ultra HNI clients in wealth outfit. Understanding of financial market. - Ability to manage relationships to...
-
Mutual Fund Operation
2 weeks ago
Lower Parel, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full timeWe have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...
-
Trainer - Mutual Funds
6 days ago
Gurugram, Mumbai, India Alpha Capital Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob descriptionAbout the Role:We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.Key...
-
Mutual Fund Advisor
3 weeks ago
Mumbai, India Talent Corner Full timeRoles and Responsibilities Develop client relationship including HNI clinet for Mutual Funds. Should have managed mutual fund distribution business. Knowledge of Various Mutual Fun Schemes and explain it to clients, executive of transation of BSE star Mutual fund platfrom Desired Candidate Profile Should have 1 to 2 year of experience,...