Mutual fund advisor

Job Description: Mutual Fund Advisor (sales )Roles and Responsibilities:Should be proficient in operating mutual fund panels.Assist clients in making informed investment decisions and planning.Handle mutual fund application processes, including scanning, uploading forms, and resolving client queries via calls or emails.Update KYC details and assist clients...

Relationship Manager - Mutual Fund SalesSound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management countersHandle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the locationIncreasing market share and broad basing the business in the assigned...

Key Responsibilities -Offering specialised insurance advice to clientsAssessing client needsPolicy selection Assess clients' financial portfoliosA financial advisor job description involves advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Key duties include assessing a client's financial...

Total years of Experience: 1 to 2 yearsKey Responsibilities:Promote and sell mutual fund products to individual and corporate clients.Identify and acquire new clients while nurturing existing client relationships.Understand clients' financial goals and provide suitable mutual fund investment solutions.Achieve individual and branch sales targets...

Company DescriptionV6 ArthGyan LLP is a trusted partner for wealth management and financial planning, empowering over 3,700 investors across India. As an AMFI-registered Mutual Fund Distributor, we simplify and streamline investing to ensure transparency and efficiency. Our investment solutions range from mutual funds and tax-saving schemes to fixed income...

This position is with EAII Advisors, Evidence Action's technical partner in India.About EAIIEAII Advisors, Evidence Action's technical partner in India, supports state governments in delivering evidence-based public health programs, including safe drinking water initiatives and school and Anganwadi-based National Deworming Day and iron and folic acid...

Client relationship management: Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status.Financial planning and strategy: Based on client data, create and present tailored strategies for investments, insurance coverage, savings plans, and cash management.Market and investment...

Total years of Experience: 1 to 2 yearsKey Responsibilities:Identify and pursue new business opportunities to expand the client base.Develop and maintain strong relationships with existing clients to ensure retention and satisfaction.Promote and cross-sell financial products, including equities, mutual funds, SIPs, IPOs, and insurance.Monitor client accounts...

Total years of Experience: 1 to 2 yearsKey Responsibilities:Identify and acquire new retail clients for Demat and trading accounts.Promote investment products such as equities, mutual funds, SIPs, IPOs, and insurance.Meet leads provided by the company and generate additional leads through networking and references.Explain product benefits and assist clients...

Career OpportunitiesPositionAssistant Manager /Deputy ManagerCTC Range 2.20 to 3.80 LPADepartmentDirect Sales Force - LoyaltyReporting toBranch Relationship ManagementJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations-...