Mutual Fund Manager

Seeking an experienced Mutual Fund Manager (3–8 yrs) to lead portfolio management, client advisory, and compliance. Drive business growth, mentor teams, and ensure strong client relationships with deep market insight and strategic leadership.

Company DescriptionSaumit House is one of India's most reliable investment advisory firms, providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, Saumit ensures financial security by protecting assets. Trusted by thousands and backed by leading insurers, we...

Company Description specializes in the financial services industry, offering smart, fast, and easy solutions for investing in mutual funds in India. Catering to a diverse clientele including NRIs, HUFs, businesses, and corporations, provides tailored solutions for portfolio management. The platform is dedicated to simplifying investment processes and...

Primary Role :-Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining Mutual Fund Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve monthly...

JOB DESCRIPTIONPrimary Role :-Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business.Explaining Mutual Fund Business opportunities and earnings to interested leads.Have to convince interested candidates to join business with NJ as Advisor.Achieve...

Manage 50–60 Cr HNI portfolios, advise on Mutual Funds, PMS, and Bonds. Build and maintain client relationships, review portfolios, acquire new HNI clients, and ensure steady growth through tailored investment strategies.

Job Description:Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner.Providing financial products training to Distributors for Business Development.Plan activities and...

Overall responsible for business development of the Financial Products Distribution for the given location.To oversee and manage the branch staff, including their coaching, development and discipline to help meet sales targets, strict adherence to policies and procedures, and to provide servicesGroom the team on product knowledge, system usages and guiding...

PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like...

Company DescriptionArham Share Private Limited, established in 2010, has aimed to become a leader in the financial services industry. Driven by a commitment to independence, integrity, and conservative risk management, Arham always puts clients first. The firm offers services including retail brokering for equity, currency, commodities, online trading,...