Financial Sales Consultant, Mutual Funds

Job Title: Institutional Sales Manager – Mutual FundsCompany: 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...

We are looking for a proactive and client-focused Wealth Manager to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting...

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 Description: POSITION: Relationship Manager – Retail SalesReports to (Position): Channel Head/Cluster Head/Zonal Head – Retail SalesPosition Purpose: Working with distributors across assigned channels to achieve continuous and sustainedsubscription to organization's funds. Ensuring adequate mix of product sales to achieve set sales...

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...

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...

Job DescriptionRole:Regional Manager – Retail Sales (AMC Background Preferred)Locations:Kerala – ErnakulamKarnataka – BangaloreJob IntentThe role involves driving retail mutual fund sales through strategic relationship management, consultative selling, and market expansion. The position focuses on achieving AUM growth, market share, and profitability...

Roles & Responsibilities· Develop and execute strategies to engage with clients, financial advisors, and mutual fund distributors, promoting our ETF offerings as valuable additions to their investment portfolios.· Demonstrate a deep understanding of both mutual funds and ETFs, effectively communicating the unique benefits of our ETF products to clients....

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and...

Life insurance refers to the legally binding contract between a policyholder and an insurance company that provides financial protection to his/her family. The insurer promises to offer the insurance benefit in exchange for regular premiums paid by the life insured. The 'financial protection' under life insurance is provided in the form of life cover, also...