Mutual Fund Distributor

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: Job...

Job 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...

Job Description Key Responsibilities - Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients. - Prospect and onboard investment distributors / IFAs to expand product reach. - Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed...

Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...

Job Description As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The tasks, roles and responsibilities pertaining to the job role will include the following: - Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds,...

**Job Summary**: **Key Responsibilities**: - Execute buy/sell orders for clients across various exchanges (NSE/BSE). - Monitor real-time market activity and provide clients with timely updates and insights. - Maintain records of trades and client interactions as per SEBI and exchange norms. - Assist clients with queries related to trading platforms, order...

0-4 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds. - Knowledge about capital market. - Good accounting knowledge is must. - Should have knowledge of Mutual fund and Hedge Fund industry. - Should have worked on Financial Reporting profile, responsible for preparation and presentation of various financial...

**Role Overview**: A **Personal Banking Advisor** specializing in **Asset Management** and **Fund Management** plays a key role in managing client relationships, offering tailored financial advice, and helping clients optimize their wealth portfolios. This role focuses on providing clients with customized solutions for managing their investments in mutual...