Mutual Fund Advisor

Profile Mutual Fund Executive-Surat Experience 2 years in a similar role Company Profile The Company is a trusted partner for comprehensive insurance and wealth management solutions It has been helping clients achieve financial security through personalized investment strategies The Company offers expert services in General Insurance Life Insurance Mutual...

Profile Mutual Fund Manager-Surat Experience 6 years in a similar role Company Profile The Company has been providing comprehensive financial and wealth management services since 1963 It offers specialized solutions in General Insurance Life Insurance Mutual Funds Postal Schemes Bonds and Fixed Deposits designed to meet the diverse financial goals of clients...

Profile: Mutual Fund Executive-Surat Experience: 2+ years in a similar role   Company Profile: The Company is a trusted partner for comprehensive insurance and wealth management solutions. It has been helping clients achieve financial security through personalized investment strategies. The Company offers expert services in General Insurance, Life...

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...

Profile: Mutual Fund Manager-Surat Experience: 6+ years in a similar role Company Profile: The Company has been providing comprehensive financial and wealth management services since 1963. It offers specialized solutions in General Insurance, Life Insurance, Mutual Funds, Postal Schemes, Bonds, and Fixed Deposits , designed to meet the diverse financial...

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...

Seeking an experienced Mutual Fund Manager (3–8 yrs) to lead portfolio management, client advisory, and compliance. Drive business growth, mentor teams, and ensure strong client relationships with deep market insight and strategic leadership.

Role 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...

Key Responsibilities:Develop and maintain strong relationships with new and existing clients investing in mutual funds.Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.Provide personalized financial advice based on clients goals, risk appetite, and investment...

Senior Research Analyst - Mutual Funds Location Surat Role 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...