Financial Services Sales Executive(Mutual Funds,marine

**Category**: Finance **Job Type**: Full-Time **Location**: Dadar **Company**: BTW Financial Services & IMF Pvt Ltd Interview **Job Location**: BTW Visa Services India Pvt Ltd **Probation Period**: 6 months Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 **Gross Salary**: ₹ 21,000 to ₹25,000 **Working Hours**:...

Designation: Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance) Gross Salary: - 21,000 to - 25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months Interview & Job Location :BTW Visa Services India Pvt Ltd Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014...

Core ResponsibilitiesSales and Client Acquisition: Find and acquire new clients (people and companies) usingcold calls, networking, and referrals. Achieve daily and monthly sales targets for mutualfunds and insurance.Product Expertise: Clearly explain the features, benefits, risks, and coverage of MutualFunds, Fire Insurance, and Marine Insurance.Client...

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...

About 1 Sales and Client Acquisition Find and acquire new clients people and companies using cold calls networking and referrals Achieve daily and monthly sales targets for mutual funds and insurance 2 Product Expertise Clearly explain the features benefits risks and coverage of Mutual Funds Fire Insurance and Marine Insurance 3 Client Relationship...

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...

**Overview**: As a Mutual Fund Operations, your primary responsibility is to oversee the operational aspects of mutual funds, ensuring smooth functioning and compliance with regulations. You will handle various tasks related to trade processing, reconciliations, compliance checks, and client services. Your role is critical in maintaining the integrity and...

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...

Job Title: Research Analyst – Mutual FundsLocation:AhmedabadDepartment:Wealth ManagementReports To:Senior Vice PresidentJob Summary:We are seeking a detail-oriented and analyticalResearch Analystto support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes...

**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,...