Wealth Manager/ Mutual fund/ULIPCommodity/Equity/Portfolio advisor

Position: Equity Advisor- Partner Alliances Experience: Minimum 1-5 years in a similar role We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and ensuring optimal...

Job Description Who We Are: Groww Mutual Fund, previously known as Indiabulls Mutual Fund, offers mutual fund schemes designed to suit the various needs and objectives of its investors. We are anchored by principles of simplicity, transparency, long-term wealth creation, and unwavering focus on our customers. Our fund takes pride in identifying investment...

Company Description InCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...

Job 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...

Job Title: Research Analyst – Mutual FundsLocation: Ahmedabad Department: Wealth Management Reports To: Senior Vice President Job Summary: We are seeking a detail-oriented and analytical Research Analyst to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds...

Job 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...

Job Title: Senior Relationship Manager – Wealth & PCGDepartment: Sales, Wealth & Family OfficePosition Grade Range: Basis eligibility and evaluationLocation: AhmedabadWho we Are?Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+...

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs through personalized financial planning, investment advisory, and wealth management services.Identify new business opportunities by prospecting for potential clients and building relationships with existing ones to increase revenue growth.Provide expert...

Job Description: Relationship Manager - WealthExperienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...