Mutual Fund Sales Intern

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...

Responsibilities:* Provide financial advice on Mutual funds & portfolio management.* Handle NISM certification requirements.* Meet sales targets for SIP and LUMPSUM.* Regular interaction with HNI and UHNI clients.Health insuranceAnnual bonusLeave encashmentReferral bonusMobile bill reimbursementsRetention bonusSales incentivesLife insurance

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...

Job description1. Client Advise and support like purchase, redemption etc for clients2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software.3. Analyze past return, brokerage, expense ratios in Mutual fund schemesRequired Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good...

Role DescriptionThis is a full-time on-site role for a Mutual Fund Executive at Frontline Securities limited located in Noida. The Mutual Fund Executive will be responsible for the following-Managing mutual fund portfolios.Handle all back office activities including purchase redemption both online & offlineReview Client's Mutual Fund Portfolio.4.Update &...

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...

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

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...