Openings For Mutual Funds

We're seeking a proactive and client-focused Wealth Manager to join our team. In this role, you'll engage with prospects via WhatsApp and phone calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them smoothly through the sales funnel. You'll also be responsible for maintaining accurate CRM data, achieving...

Roles and Responsibilities:Track equity and debt oriented mutualfunds.Analyze and suggest mutual fund schemes. Reviewing clients portfoliosGather information from various sources and interpret patterns and trends.Prepare research reports and analysis on complex data. Maintainup-to-date knowledge of financial services industry happenings and current...

Total 4 yrs out of this 1yr TL exp in Mutual FundSLA, AHT, Attrition, Shrinkage, CSAT, QualityImmediate JoinerGraduateCall/ WhatsApp cv to Sri Neha Required Candidate profileWork From Office-Bangalore..1yr TL exp in Mutual FundCall/ WhatsApp cv to Sri Neha Must Knows-English and HindiFemale candidate Perks and benefitsPF & ESIC plus Good Leave policy

Hi,Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON RoleMinimum 1 Year Mutual Funds Sales Experience required.Roles and Responsibilities :-To promote all the product line of Mutual Fund To up sell 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...

About Us:Paytm Money Limited is a SEBI registered Stockbroker and Depository Participant that offers services related to Equity &Derivatives trading, Depository services, investment in IPOs. Our simplified user experience allows you to start your investmentjourney with zero paperwork, seamless digital KYC, automated payments, updated portfolio and powerful...

Shift Time- 12PM- 9.30PM (Hybrid)Job location- BangaloreDevelop a good understanding of real estate private equity funds operations, quarterly reporting deliverables, financial systems/applications and the reporting source data.Prepare and review customized Investor reporting templates for all Real Estate funds, ensuring accuracy and qualityThe candidate to...

Urgent opening for Institutional Sales with leading AMC_BengaloreJob Profile:As an Institutional Sales Manager, you will be responsible for driving sales and business development effortswithin the institutional segment for our mutual fund products. Your primary focus will be on building andmaintaining strong relationships with institutional clients to...

Job Title: Senior Compliance ManagerCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial Services Private...

Job Title: Senior Compliance ManagerCompany: Capitalmind Asset Management Private LimitedLocation: Sector 1, HSR Layout, Bangalore (Work from Office)About Capitalmind:As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial Services Private...

Job Title : Senior Compliance Manager Company : Capitalmind Asset Management Private Limited Location : Sector 1, HSR Layout, Bangalore (Work from Office) About Capitalmind: As Capitalmind Asset Management Private Limited, we manage the Capitalmind Mutual fund and have been seeded with capital from its parent and sponsor, Capitalmind Financial Services...