Mutual Fund Advisor

Role - 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...

We at **Shri Vardhaman Broking** are looking for a **Mutual Fund Advisor** to join our growing team. **Key Responsibilities**: - Cross-sell Mutual Fund / SIP products to our **existing client base**: - Reach out to **new customers** from the provided data - Educate clients on **Mutual Funds, SIPs, and NFOs**: - Help clients understand **how MF...

Position: Equity Advisor- Partner Alliances Experience: Minimum 1-5 years in a similar role We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal portfolio...

Job Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–3 years(Graduates welcome; Freshers encouraged to apply)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled...

Managing day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...

**PROSPERi5** is a next-generation, multi-asset wealth platform catering to individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and innovative new-age investment products - all delivered through a seamless,...

Lead 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...

We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

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...

Role & responsibilitiesThis is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and...