Urgent Hiring For Wealth/Investment Specialist(Mutual Fund/PMS Sales)

We are looking for young and dynamic sales representative to kickstart a new business line, with hands on experience in Financial planning, wealth management or investment advisory in Mutual funds, Life or General Insurance. - Tie up with different AMCs, and can do marketing and sales for MFs. - Contacting existing clients and pitch new investment...

Are you passionate about finance and helping people achieve their investment goals? Join our dynamic team and build a rewarding career in **Mutual Fund Distribution & Sales**! **Role**: Mutual Fund Sales Executive **Location**: C. G. Road, Ahmedabad **Firm**:PMS Financial Services **What You’ll Do**: - Build and maintain strong client relationships. -...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital Ltd Location: Ahmedabad, Pune & Jaipur Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert...

**About PMS Financial Services**: PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management) Company: Bajaj Capital Ltd Location: Ahmedabad, Pune & Jaipur Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, serving clients for over 60 years with expert...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...

Role & Responsibilities:Conduct fundamental research on equities, sectors, and mutual funds.Analyse company financial statements, balance sheets, cash flows, and earnings reports.Prepare valuation models (DCF, comparables, ratios) for stock recommendations.Track macroeconomic indicators, interest rates, and policy changes affecting investments.Evaluate...

Roles and ResponsibilitiesIdentify and onboard High Net Worth Individuals (HNIs) and retail + corporate clients for mutual funds, insurance, and wealth products.Build and manage long-term client relationships with trust, integrity, and consistent follow-ups.Achieve monthly equity sales targets.Conduct presentations, meetings, and client interactions to...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. **Who are...

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+...