Relationship Manager Mutual Funds

Role & responsibilitiesThis is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and...

Location:All India (Hybrid)Experience:1-2 years preferredIndustry:Mutual Fund Distribution / Fintech / BFSIType:Full-timeAbout CresoCreso is building a full-stack platform for mutual fund distributors in India.Creso empowers independent distributors with the tools they need to scale faster, serve clients better, and grow their AUM, all without juggling...

Job Description Mutual Fund Market/Service AdvisorWe are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build...

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...

Job Title: Virtual Relationship Manager– IFA & MFD OnboardingLocation: MumbaiEmployment Type: Full-TimeExperience Level: 0–1 Years (Freshers Welcome)Job descriptionWe are seeking a dynamic and customer-focused individual to join our team as a Client Relationship Executive. This role involves onboarding Independent Financial Advisors (IFAs) and...

Role & responsibilitiesOperations in Mutual Fund*Job Summary:*We're seeking an experienced Operations professional to join our mutual fund organization. You'll oversee daily operations, ensuring efficient and accurate processing of transactions, reconciliations, and reporting.Key Responsibilities:- Transaction Processing: Process transactions, including...

About UsFounded in 2002,MoneyCare Financial Planningis one of India's pioneering financial planning practices. We are a boutique wealth management firm, known for our fiduciary approach, transparency and holistic strategies for investors.Role OverviewWe are seeking aMarketing & Sales Managerwith expertise inMutual Funds (HNIs)andSocial Media Marketing. This...

Mutual Fund Research AnalystRole Summary:We are looking to hire a dynamic and detail-oriented Research Analyst who will play a key role in supporting our mutual fund distribution business through structured fund analysis, performance evaluation, and process due diligence. The role involves maintaining accurate fund data, publishing insightful research...

should be able to sell mutual funds , knowledge on equities, generate leads, client acquisition, digital management, client portfolio handling, cross selling of wealth products, client co ordination., grow businsess Required Candidate profileNISM 5 or 8 certificate mandatory, vrm exp mandatory- 6 mnths minimum, immediate joiner preferred

Mutual Fund - OperationsMutual funds3 - 4 yearsMumbai ( Khar )About the Company:We are a fast-growing Financial Services Company headquartered in Mumbai, focused on providing innovative and customer-centric financial solutions. Our offerings span across Equity Broking, Mutual Fund, Wealth Planning and Management, Insurance. As we scale operations, we are...