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 Opening - Mutual Fund Executive** **Overview**: The Mutual Fund Executive will be responsible for managing mutual fund products and strategies in a tech-driven environment, focusing on enhancing digital platforms, investor acquisition, and optimizing portfolio performance. **Key Responsibilities**: - Develop and manage mutual fund offerings on...

**Job description** Job Description - Mutual Fund Operations Executive at VALUEARC VALUEARC is a boutique Wealth Management and Investment Advisory Firm, that works towards providing our customers with unparalleled solutions. As an Operations Executive, you will play a vital role in ensuring the smooth functioning of business activities and promoting...

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...

(ACCEPTING GURGAON BASED CANDIDATES ONLY) - Acquiring and managing the business (HNI and ultra HNI). - Increasing the investment AUM portfolio size. - Ensuring adherence to compliance processes and guidelines. - Advice clients on their product requirement to maximize their investments. - Develop new client relations through references. - Generate the...

This is an excellent opportunity for those who are fully familiar and experienced in Mutual Fund SalesThe recruiter is one of the top 3 Mutual Funds in IndiaThe candidate must have minimum 4 years experience in selling Mutual FundsCandidate must be NISM V A certifiedAbility to build strong relationships and excellent communication skills are a must

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...

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...

**Client**: As a Client Relations Executive executive specializing in Mutual Fund and Financial Planning, you will play a crucial role in our client acquisition and retention efforts. Working closely with our sales team, you will be responsible for effectively communicating our range of products and financial planning services to prospective and existing...