Mutual Fund Executive

Other Specialized Location Danapith Rajkot Education Any Graduate Experience 1 Year Salary 15000 - 20000 Details Job Code EB - A1398 Time 10 00 To 7 00 Gender Male Female Industry Type Financial Agency Key Responsibilities Acquire new clients and generate leads for mutual fund investments through various channels walk-ins referrals cold calls etc Understand...

Are 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. -...

**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...

Position: 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...

We 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...

We 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...

**6. Key Responsibilities**: - **A. Financial Planning & Advisory**: - Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. - Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable investment products. -...

Demonstrate 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...

**About Market Hub Stock Broking Pvt. Ltd.**: Market Hub Stock Broking Pvt. Ltd. is a leading financial services company offering a range of investment products and services. With a focus on client satisfaction and a commitment to providing expert solutions, we strive to support clients in their financial journey through efficient processes and...

Job Responsibilities :Handling Customer Service, Operations & Admin functionality.Attending walk in customers. Attending phone calls.Liasioning with Registrar for account statement, redemption etc.Liasioning with marketing dept at ho for material indent.Handling brokerage related queries of IFAs.Accepting application forms and redemption in the...