Mutual Fund Advisor

Company DescriptionIC Moneymart is an AMFI-registered mutual fund distributor, providing comprehensive financial services including Mutual Funds investments, New Fund offerings (NFO), Insurance, Fixed Deposit, and Tax saving Investments. With years of experience, we have earned a reputation as a trusted partner in the financial industry. Our team of...

We are seeking a highly motivated and experienced professional to join our team as an Assistant Branch Manager - Mutual Funds. The ideal candidate will have a strong background in the BFSI industry, particularly with mutual funds products and services.Key ResponsibilitiesBranch Operations & Service Delivery:Manage and oversee daily branch operations to...

About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

Job Description – Legal Advisor/ Full Time/ Part TimeLocation: PuneEmployment Type: Full-Time | Part TimeImmediate Joiners PreferredSalary: 8-10 LPAAbout the RolePHN Technology Pvt. Ltd. is seeking an experienced Legal Advisor to oversee and manage all legal aspects of our operations, including drafting, reviewing, and finalizing agreements, contracts, and...

PE Supervisor PuneAbout CitcoCitco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs. For more information about Citco, please visit  About...

Job DescriptionJob Description1 Client Acquisition:- Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships2 Client Relationship Management:- Build and maintain strong relationships with corporate clients in the Mid Corporate segment.- Understand clients financial...

Job DescriptionPrivate Banking AdvisorPosition OverviewJob Title: Private Banking AdvisorLocation: PuneRole Description- Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.- The...

We are currently seeking a seasoned Relationship Growth Expert to join our team in India.About the RoleThe successful candidate will be responsible for fostering and enhancing relationships with Independent Financial Advisors, driving business growth, and delivering exceptional service to clients.This is an exciting opportunity for a skilled professional to...

We're Hiring – Operations Executive (Pune)Proventos Wealth Pvt. Ltd., a boutique wealth management firm completing 15 years in 2025, is looking to add a new member to our Operations Team. This role is crucial in strengthening our back-office, ensuring smooth execution of transactions, and supporting client servicing as we scale. What you'll do:• Process...

PRIMARY JOB RESPONSIBILITIES Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity /Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on...