Urgent Hiring For Wealth Manager(Mutual funds/PMS B2Csales) In Top AMC

Dear Candidate,we are having opening from Leading AMCRole: Relationship Manager - Customer engagement ChannelLocation: MumbaiMin 3 years into HNI clients handling, Mutual funds sales is requiredInterested candiates kindly share resume to Aanchal in whatsapp Role & responsibilitiesTo manage a team of Relationship Managers, achieve the targets assigned to team...

**Role & responsibilities** To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. - Profiling customers and provide financial...

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of...

Summary:Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS. The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders.Job Responsibilities:Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF,...

We have urgent requirement of Mutual fund executive at our company in Kandivali west. Company Name - Virgo Funds Management Location - Kandivali west Designation - Mutual fund Executive Qualification - Graduate Salary - Negotiable (As per Company norms) Experience - 2yrs to 3yrs Roles & responsibilities: - **Fund Analysis & Research**: Conduct...

About UsWe are a leading player in the mutual fund industry, with a rich heritage spanning over four decades. Our mission is to provide our investors with top-notch services while generating competitive returns across various product categories.The Role We Are Hiring ForAt our organization, we are seeking a seasoned Relationship Manager to join our retail...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

Urgent Hiring II Team Member Role- Mutual Fund (Internal Audit) II Aneja Associates-Mumbai-LocationDetails:-Role - Team Member- Mutual FundNotice Period - Immediate to 30 daysLocation - MumbaiJob description -Team Member with relevant exposure in auditing of Mutual Fund, PMS and AIF.Need to have exposure in Accounting and Finance review as well.Desired...

Key to Success in Wealth ManagementManaging wealth requires a delicate balance between risk and return. As a Relationship Manager, you will be responsible for cultivating relationships with distributors and IFAs, driving sales of our products, and ensuring that all service standards are met.To succeed in this role, you will need:Strong knowledge and...

**About Us** Quantsapp already has a large user base of **1.8 million** HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering **Quant Analytics in Mutual Funds**. With machine taking over investing activities globally, we are the first movers in this domain with a...