Sales - mutual funds

Job Title: Client Relationship Manager – Mutual FundsJob Description:We are seeking a responsible and experienced Client Relationship Manager with a strong background in mutual funds to join our team. The ideal candidate will have a deep understanding of clients' business objectives and challenges, and provide strategic, data-driven recommendations. You...

We are looking for a highly skilled and experienced Mutual Fund Advisor to join our team in the Advertising & Marketing - Other industry. The ideal candidate will have 1 year of experience.Roles and Responsibility Develop and implement financial plans for clients, including investment strategies and portfolio management.Conduct thorough analysis of client...

Back-office activities like purchase, redemption etc for clients Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software. Analyze past returns, brokerage, expense ratios in Mutual fund schemes Required Candidate profileNISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication,...

Company DescriptionFounded in 2023, Skyrise Mutual Fund Services is a boutique mutual fund advisory firm that delivers personalized investment solutions tailored to each client's unique risk profile and financial goals. Our team of seasoned professionals and Chartered Accountants specialize in providing research-backed, client-first advisory services....

Job DescriptionJob Title: Virtual Relationship Manager MF/ Online Stock BrokingIndustry: Financial Services / Wealth ManagementLocation:Noida Sector 142CTC Budget Upto - 4 LPA maxDepartment: Sales / Client RelationshipReports To: Team Leader / Branch Head / Sales ManagerEmployment Type: Full-timeJob Summary:We are looking for a proactive and customer-focused...

Job Title: Virtual Relationship Manager – MF/ Online Stock BrokingIndustry:Financial Services / Wealth ManagementLocation:Noida Sector 142CTC Budget Upto - 4 LPA maxDepartment:Sales / Client RelationshipReports To:Team Leader / Branch Head / Sales ManagerEmployment Type:Full-timeJob Summary:We are looking for a proactive and customer-focusedVirtual...

Job Summary:We are hiring Sales 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 mandatoryto be considered for this...

Job Title: Virtual Relationship ProfessionalThis role involves managing client relationships and recommending mutual fund products through virtual communication channels.Job Summary:Our organization is seeking a skilled Virtual Relationship Manager to engage with clients virtually, understand their financial goals, and provide tailored mutual fund...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

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...