Mutual Fund Sales-Intern

Job Role :Role DescriptionThis is a full-time, on-site Mutual Fund Sales Intern role based in Noida. The intern will be responsible for assisting in the promotion and sales of mutual fund products, conducting financial analysis, and helping clients choose suitable investment options. Day-to-day tasks will include client communication, market research, and...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients.Responsibilities:Mutual funds...

Responsibilities:* Provide financial advice on Mutual funds & portfolio management.* Handle NISM certification requirements.* Meet sales targets for SIP and LUMPSUM.* Regular interaction with HNI and UHNI clients.Health insuranceAnnual bonusLeave encashmentReferral bonusMobile bill reimbursementsRetention bonusSales incentivesLife insurance

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

Client Acquisition through leads and own sourceUnderstanding the client's financial goals and needsRecommend products according hi/her needs and risk profileCheck client's financial goals regularly and also suggest anychanges if required.Help clients to achieve his/her financial freedom.Job Types: Full-time, PermanentPay: ₹30, ₹40,000.00 per...

Role – Funding Specialist – Spanish Language SpecialistJob Summary:We are seeking a dynamic and results-driven Funding Specialist (Spanish Language Specialist) to support and expand our Revenue-Based Funding operations for Spanish-speaking clients and markets. The ideal candidate will be responsible for developing relationships with Spanish-speaking...

Job Summary:We are hiringSales Executives/Relationship Managers to sell Mutual Funds, SIPs, and other financial products. If you have experience in sales, BFSI, or financial services, and are motivated to earn high incentives, this role is for you. The job location is Sector 3 Noida.*Strong knowledge of mutual funds is mandatory to be considered for this...

Responsibilities:* Manage HNI client portfolios through NISM compliance & PMS expertise.* Provide investment advice, financial planning & relationship management.* Acquire new HNIs, expand existing relationships.Mobile bill reimbursementsRetention bonusSales incentivesTravel allowanceHealth insuranceAnnual bonus

Job Title: Virtual Relationship Manager MF/ Online Stock BrokingIndustry: Financial Services / Wealth ManagementLocation:NoidaDepartment: Sales / Client RelationshipReports To: Team Leader / Branch Head / Sales ManagerEmployment Type: Full-timeJob Summary:We are looking for a proactive and customer-focused Virtual Relationship Manager (VRM) to join our...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients.ResponsibilitiesMutual funds...