
Mutual Fund Advisor
2 days ago
**About Us**
Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a backing of highly qualified & experienced Quant Analysts.
Our core team has over 20 years of experience in Stock Markets in major roles and have managed 1000's of crore of AUM.
**About the role**
We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and retaining client relationships across India.
**What you will work on: Mutual Fund Sales**
- You engage with potential and existing clients digitally and in person if needed and help them with Portfolio re-balance or creation using our Quant Tools
- Relationship management with mapped clients for obtaining additional AUM
- Have good knowledge of the overall markets and use those points in your conversations with clients
- Help clients in their on-boarding process and offer superior service by ensuring a quick turnaround time for all customer queries regarding their investment requirements
- Be responsible for the delivery of sales targets monthly
**What We Expect**:
- Excellent communication skills
- Fair understanding of mutual funds & other financial products
- Achieve daily metrics
- Relevant experience in financial sales, mutual fund sales preferred
- Have the openness to change, embrace challenges, and continuously seek opportunities for
growth and development
**Job Types**: Full-time, Permanent
Pay: ₹15,000.00 - ₹30,000.00 per month
**Benefits**:
- Paid time off
Schedule:
- Day shift
Application Question(s):
- How many years of experience do you have in Mutual Fund Sales ?
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
**Speak with the employer**
+91 9594821493
-
Mutual Fund Advisor
3 days ago
Mumbai, Maharashtra, India Eteam Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Description Mutual Fund Market/Service AdvisorWe are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build...
-
Mutual Fund Advisor
4 days ago
Ganeshpeth Colony, Nagpur, Maharashtra, India Sath Outsourcing Service pvt. Ltd. Full time**Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and...
-
Insurance Support
2 weeks ago
Andheri, Mumbai, Maharashtra, India Abchlor Investments Private Limited Full time**Key Responsibilities** - **Insurance Product Integration**: - Provide support to financial advisors, insurance agents, and clients on the integration of insurance products with mutual funds. - Assist with the design and implementation of insurance-linked mutual fund offerings, such as variable life insurance (VLI) or indexed universal life (IUL)...
-
Mumbai, Maharashtra, India Helios Mutual Fund Full time ₹ 80,000 - ₹ 1,20,000 per yearJob Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–3 years(Graduates welcome; Freshers encouraged to apply)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled...
-
Mumbai, India Helios Mutual Fund Full timeJob Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs) Location:Mumbai Employment Type:Full-Time Experience Level:0–3 years(Graduates welcome; Freshers encouraged to apply) About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with...
-
Trainer - Mutual Funds
3 days ago
Gurugram, Mumbai, India Alpha Capital Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob descriptionAbout the Role:We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices.Key...
-
Mutual Fund Advisor
3 hours ago
Mulund, Mumbai, Maharashtra, India Disha Techno Services Full timeManaging day to day mutual fund operations. Answer all incoming calls, solving queries related to mutual fund & other products. Preparing Financial & Non-financial transactions lot Solving daily activity cases assigned **Job Types**: Full-time, Permanent **Salary**: ₹18,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total...
-
Front Desk and Mutual Fund Advisor
5 days ago
Mumbai, India Talent Corner HR Services Private Limited Full time**Job Title: Front desk cum Mutual fund advisor** **Industry: Financial Services** Role and responsibilities: - Reporting to management and assisting with administrative tasks. - Answering phone calls and forwarding calls to respective departments. - Scheduling and confirming appointments, meetings and events. - Greeting and assisting visitors in a...
-
Mutual Fund Advisor
2 weeks ago
Nariman Point, Mumbai, Maharashtra, India Mind Field Ventures Full timeJob Location: Nariman Point (Mumbai) **Job Requirement**: 1. Fluency in English 2. Should be able to communicate clearly over the phone 3. Working knowledge of Word & Excel 4. Basic Financial knowledge will be preferred 1. Coordinate with clients for Mutual Fund transactions, including purchases, transfers, switch, and redemption. 2. Maintain up to...
-
Mutual Fund Executive
2 days ago
Mumbai, India Pratham Services Fincorp LLP Full time**Responsibilities**: - Excel Data Analysis: Utilize advanced Excel functions, formulas, and macros to manipulate and analyze large datasets related to mutual funds, including historical performance data, portfolio holdings, fund flows, and investor demographics. - Investment Research: Conduct thorough research on various mutual funds, analyzing their...