Mutual Fund Advisor

**Overview** We are seeking a dedicated Mutual Fund Advisor to join our team. As a Mutual Fund Advisor, you will be responsible for providing financial advice and guidance to clients regarding mutual funds and other investment opportunities. **Duties** - Conduct in-depth financial assessments for clients to understand their investment goals and risk...

**Job Title**: Mutual Fund Dealer **Experience**: 1 to 5 years **Location**: Indore **Salary**: Depending on interview assessment **Contact Person**: Ashish Mishra **Contact Number (WhatsApp)**: 8108461922 **Company Name**: Arihant Capital Markets Limited **Job Description (JD)**: We are currently seeking experienced Mutual Fund Dealers to join our team at...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - helping clients make proper investments and decision planning. - in. - Good Communication Skills. - Maintain Portfolio of Clients, connect with them related to SIP Schemes - Familiarity with standard capital market concepts, procedures, and regulatory...

Preference Given to NISM certified Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their...

contact - 93291 44909 Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds. Here’s a breakdown of key roles and their responsibilities...

**nteracting with clients/ Institutional Channel partners, understanding their needs and providing them the solution**. - To update clients with market and scheme related information. - Knowledge of Mutual Funds is a must with good understanding of fixed income market of India. Pay: ₹10,000.00 - ₹15,000.00 per month **Benefits**: - Health...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

**Generate a team of Advisors From open market.**: - **Providing sales strategies, feedback, and marketing plans.**: - **Keeping up-to-date with industry developments.**: - **Create and implement marketing strategies to compete with other individuals or insurance companies.**: - **Respond to clients’ insurance-related questions and issues.**: -...

This is a full-time hybrid role for a Financial Advisor at Aditya Birla Sun Life Insurance in Lucknow. The Financial Advisor will be **responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. **Job Types**: Full-time, Permanent, Fresher Pay:...