Sales - Mutual 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.Responsibilities:Mutual funds...

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...

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...

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...

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...

Company DescriptionBonanza Portfolio Ltd. has been a leading player in India's financial services sector for over 30 years, offering exceptional expertise in Wealth Management, Mutual Funds, Global Investments, Broking, and Merchant Banking. The company provides comprehensive financial and investment solutions tailored to ensure sustainable financial growth...

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...

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-focusedVirtual Relationship Manager (VRM)to join our mutual...