Mutual Fund Advisor

**Job Title**:Senior Investment Advisor - Wealth Management** **Location**: Hyderabad (Work from Office) **CTC**: ₹12,00,000 - ₹15,00,000 per year **Experience Required**: 6-15 years in Banking, Mutual Funds, Wealth Management, or related fields **Maximum Age**: 36 years **Job Type**: Full-time, Permanent **Role Type**: Individual Contributor **Job...

**Job Overview**: A Mutual Fund Salesperson is responsible for selling mutual funds to individual and institutional clients. They work closely with investors to understand their financial goals, risk tolerance, and investment preferences to recommend suitable mutual fund products. The role involves maintaining knowledge of market trends, mutual fund...

Role: - To promote all the product line of Mutual Fund in a leading BFSI company - To up sell I Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling...

**Location: Dadar, Mumbai** **Company Overview: PROSPERi5** - a next-generation, multi-asset wealth platform catering to both individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including but not limited to Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and new-age...

Job Description: Sales Team Lead – Financial ProductsPosition Title: Sales Team Lead – Mutual Funds & Financial InstrumentsExperience Required: 2–3 years in financial sales (mutual funds & other market instruments)Team Size Managed: 10Expected Salary: CTC 3-3.5 LPAKey ResponsibilitiesLead, motivate, and manage a team of 10 sales executives.Achieve...

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.Identify new business opportunities through networking, referrals, and market research to acquire HNI clients.Provide investment advisory services to existing and potential clients on various asset classes such as...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as...

Job Title: Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries &...

Job Title: PCG Advisor Key Responsibilities: - Advising **Super HNI clients on Equity, Derivatives, currency & commodity Markets.** - Individually handling clients with the **book size of 25 lacs & above.** - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other **products like Mutual fund, PMS, Insurance.** -...

This figure is presented as of September 30, 2018 and includes approximately $28 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Job Description Responsibilities: - Undertake the following,...