Mutual Fund Advisor

Company DescriptionV6 ArthGyan LLP is a trusted partner for wealth management and financial planning, empowering over 3,700 investors across India. As an AMFI-registered Mutual Fund Distributor, we simplify and streamline investing to ensure transparency and efficiency. Our investment solutions range from mutual funds and tax-saving schemes to fixed income...

About UsV6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor, serving investors since 2006. Headquartered in Lucknow, we cater to over 4,000 clients across India. Our expertise lies in mutual funds, alternate investment products, and simplifying personal finance to help individuals and families achieve their financial goals.About the RoleAs an HR &...

This position is with EAII Advisors, Evidence Action's technical partner in India.About EAII EAII Advisors, Evidence Action's technical partner in India, supports state governments in delivering evidence-based public health programs, including safe drinking water initiatives and school and Anganwadi-based National Deworming Day and iron and folic acid...

This position is with EAII Advisors, Evidence Action's technical partner in India.About EAIIEAII Advisors, Evidence Action's technical partner in India, supports state governments in delivering evidence-based public health programs, including safe drinking water initiatives and school and Anganwadi-based National Deworming Day and iron and folic acid...

Role & responsibilitiesJob Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: LucknowAdditional ParametersMinimum 3 years of experience in wealth management or relationship management in the banking or financial services industryStrong...

Client relationship management: Conduct "discovery meetings" with clients to learn about their financial objectives, income, expenses, risk tolerance, and tax status.Financial planning and strategy: Based on client data, create and present tailored strategies for investments, insurance coverage, savings plans, and cash management.Market and investment...

Career OpportunitiesPositionAssistant Manager /Deputy ManagerCTC Range 2.20 to 3.80 LPADepartmentDirect Sales Force - LoyaltyReporting toBranch Relationship ManagementJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations-...

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager /Sr. Manager specializing in Equity to join our team in Lucknow.Requirements: Minimum 2 years of experience in equity markets. Ability to analyze financial data and market trends. Proactive and client-focused attitude.Job Description:Acquire New Clients / FranchiseeResponsible...

Title :- Development/Relationship Manager - Health Agency(Lucknow)Vertical :- Health AgencyLocation : LucknowMinimum Experience: 1-10 yearsIndustry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCGRoles and Responsibilities:1) Sales of health insurance through Agency Channel.2) Recruit, Train Agents and Generate business through...

Roles and ResponsibilitiesManage sales activities to achieve targets in assigned territory.Identify new business opportunities and build relationships with customers.Conduct market research to stay updated on industry trends and competitor activity.Collaborate with cross-functional teams to resolve customer issues and improve overall performance.Maintain...