Hiring relationshipmanager mutual Funds Sales

**Key Responsibilities**: - Assess clients' financial objectives, risk appetite, and investment needs. - Recommend suitable mutual fund products and portfolio strategies. - Monitor market trends, fund performance, and economic indicators to advise clients on investment opportunities. - Build and maintain long-term client relationships through regular...

Business development - Preparing MIS - Co-ordinating with Asset Management Companies for Fund/Scheme updates - Execution of Mutual Fund trades on BSE StarMF - Analyzing Mutual Fund Schemes across asset classes viz. Equity & Debt **Department** All Departments **Open Positions** 1 **Skills Required**: Equity;Mutual Funds;Asset Management;Business...

**Roles and Responsibilities** - Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions. - Connect with customers/Leads and convert them into Mutual Fund investment. - Explain them various financial products and solve their queries on immediate basis. - Update database on immediate basis - Achieve...

Company Overview Manu Stock Broking Pvt. Ltd. is a prominent financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency on major exchanges like the Bombay Stock Exchange and National Stock Exchange. Our firm is committed to offering fast, reliable trading services and...

Are you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...

RM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA **Responsibilities**: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to...

Company Description SBI Funds Management, with over 37 years of experience, consistently delivers value to our investors through various mutual fund schemes, including Equity Funds, Debt Funds, Hybrid Funds, and more. We manage assets not only in domestic mutual funds but also offer offshore funds and Alternative Investment Management Solutions. Based on our...

**Job description**: **Job Category**:Mutual Fund Distribution **Job Type**:Full Time **Job Location**:Kolkata **Job Qualification**:Graduate NISM V certification is desirable but not mandatory **Salary**:₹ 1.8 Lacs - ₹ 3 Lacs PA **Position Required**:10 **Other Benefit**:Incentive Mobile & internet bill Paid time off Performance Linked Bonus

**Role Description** This is a full-time on-site role for a Document Executive located in the Greater Kolkata Area. The Document Executive will be responsible for visiting clients and various mutual funds offices located in Kolkata. Maintaining and organizing documents related to mutual funds, coordinating with various departments, and managing the...

Job Profile1 Job Title Business Development Manager - Sales B2B - Mutual Fund and InvestmentOpenings 08Location Kolkata- Shyamnagar - 1 post Krishnanagar 2 post Barasat - 2 Post Kharagpur - 2 Post Hooghly - 1 post All in West Bengal Department Direct to Client SalesReports to Business Manager of B2B Segment Job Summary- The...