Sales - Mutual funds

Job Title- Mutual FundLocation- Noida, Sector-132Job ResponsibilitiesManage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.Handle client queries and resolve complaints related to app usage, fund performance, and service issues.Assist clients with timely renewal of policies, premium payments, and...

Company DescriptionFinofii is a fintech company specializing in global treasury and multi-family office services, catering to over 700 clients and managing investment assets exceeding 750 Crores. Established in 2021, Finofii provides customized treasury solutions for corporate current account monetization and comprehensive family office services for...

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 Advise and support like purchase, redemption etc for clients Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software. Analyze past return, brokerage, expense ratios in Mutual fund schemes Required Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication,...

Location- Noida, Sector-132Job ResponsibilitiesManage and track client portfolios across mutual funds and insurance products, ensuring strong performance and alignment with client goals.Address client queries and resolve issues related to app usage, fund performance, and service concerns.Support clients with timely policy renewals, premium payments, and GST...

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

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...

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.ResponsibilitiesPresent...

Responsibilities:* Manage HNI client portfolios through PMS* Oversee Mutual Funds sales* Drive mutual fund sales and revenue growth* Build and maintain strong relationships with clients