Mutual Fund Sales
5 days ago
Position Title: Relationship Manager - premier client group (Sales)
Location: Ahmedabad, Surat, Mumbai, Pune
Employment Type: Full-Time
Role Overview:
- Drive sales and build long-term relationships with HNWIs and UHNWIs.
- Recommend investment solutions aligned with client goals.
- Ensure compliance and provide excellent client service.
Key Responsibilities:
- Acquire and onboard high-value clients.
- Achieve sales targets for financial products (mutual funds, equities, PMS, Fixed income C AIF).
- Provide personalized financial advice and monitor portfolio performance.
- Stay updated on market trends, products, and regulatory changes.
- Prepare sales reports and ensure compliance with standards.
Required Skills and Qualifications:
- Education: Bachelor’s in finance/business (MBA/CFP/CFA preferred).
- Experience: 5 - 8 years in wealth management or financial sales.
- Skills: Financial product knowledge, strong communication, CRM tools proficiency.
Pay: ₹600,000.00 - ₹1,000,000.00 per year
Schedule:
- Day shift
Work Location: In person
-
Mutual fund Sales Manager
1 week ago
Vesu, Surat, Gujarat, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time ₹ 3,60,000 - ₹ 4,20,000 per yearWe 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...
-
Mutual fund Sales Manager
1 week ago
Vesu, Surat, Gujarat, India CKREDENCE WEALTH MANAGMENT FORMALY CHIRAGINVESTMENT Full time ₹ 3,00,000 - ₹ 48,00,000 per yearWe 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...
-
Mutual Fund Advisor
5 days ago
Surat, Gujarat, India Rishi Jobs Full timeHiring: Mutual Fund Location: Vesu, Surat **Salary**: ₹25,000 Timing: 10 AM - 6 PM Roles & Responsibilities: - Explain mutual fund products and suggest suitable investment options - Call and follow up with leads to convert them into investors - Build and maintain strong client relationships - Achieve sales targets (monthly/quarterly) - Assist with...
-
Trainer - Mutual Fund
7 days ago
Vesu, Surat, Gujarat, India Telios Tax Solutions & Business Management Private Limited Full timePosition: 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...
-
Mutual Fund Sales Executive
1 week ago
Ahmedabad, Gujarat, India PMS Financial services Full timeAre 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. -...
-
Mutual Fund Executive
3 days ago
Majura Gate, Surat, Gujarat, India Market-Hub stock brocking Pvt Ltd. Full time**Company Overview**: Market Hub Stock Broking Pvt Ltd is a progressive financial services firm offering a broad range of investment solutions including equities, mutual funds, PMS, AIF, and more. We are committed to delivering excellence in client service, operational transparency, and financial growth. To strengthen our backend and service capabilities, we...
-
Mutual Fund Sales
1 week ago
Ahmedabad, Gujarat, India JMS Advisory Full timeDemonstrate a proven understanding of mutual funds, the stock market, investment banking and Insurance. Coordinate effectively with Registrar and Transfer Agents (RTA) Collaborate within the Banking, Financial Services, and Insurance (BFSI) sectors Pay: ₹9,238.06 - ₹37,994.47 per month Schedule: - Day shift **Education**: - Bachelor's...
-
Mutual Fund Research Analyst
1 week ago
Surat, Gujarat, India Tbell Search Partners (opc) Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole 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...
-
Equity & Mutual Fund Sales Executive
2 weeks ago
Ahmedabad, Gujarat, India PMS Financial services Full time**About PMS Financial Services**: PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve...
-
Senior Research Analyst – Mutual Funds
3 weeks ago
Surat, India Vitasta Consulting Pvt Ltd Full timeRole 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...