Field Executive- Mutual Funds

**Job Summary**: We are seeking enthusiastic and self-motivated individuals to join our Mutual Fund team. As a Mutual Fund Executive, you will assist clients in making informed investment decisions, building financial portfolios, and achieving their long-term financial goals. **Key Responsibilities**: - Understand clients’ financial needs and risk...

**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...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

Insurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...

Insurance and Mutual Fund Advisor*Job Summary:*We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets.*Key Responsibilities:** Advise clients on Life Insurance, General...

**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

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...

Here’s a **simple, professional JD** version with all the **key skills included** (no emojis, no extra formatting): **DKP Recruiter team is hiring for the job Title**: Insurance and Mutual Fund Advisor I Location: CC2 (Newtown) **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...