Mutual Fund Advisor

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...

Job Title: Senior Content Marketing 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...

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

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below.Role: Executive/Sr. ExecutiveLocation: Bangalore ( Koramangala)Salary : 2.25 to 3lpaWork Schedule(# of Working Days): 6 Days working and 1 day fixed offWork Timing: Day shifts (Should be flexible for Rotational shifts if...

Hiring || RM- Mutual Funds Sales - 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 revenue...

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...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...

Mainly focus on our Mutual Fund BusinessSetting goals and developing plans for business and revenue growth.Researching, planning, and implementing new target market initiatives.Researching prospective accounts in target markets.Pursuing leads and moving them through the sales cycle.Developing quotes and proposals for prospective clients.Setting goals and...

Execute trades on behalf of clients,aligning with their investment strategiesCross-sell third-party investment products including Mutual Funds, SIP, FD.Acquire new clients while maintaining & nurturing long-term relationship with existing clients.

Level/Function: Lead Associate, Client Support ServicesTitle: Lead Associate, Client Support ServicesAbout BetaNXTBetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our...