Relationship Mutual Funds Manager

About the Role is a digital mutual fund investment platform designed to simplify wealth creation through basket-based investing. We're looking for anexperienced Mutual Fund Distributor (MFD)to join as aCo-Founderand help us build the next big wealth tech brand in India.If you're an MFD who understands investor behaviour, has an existing AUM or strong client...

About is a digital mutual fund investment platform designed to simplify wealth creation for individuals and corporates. We provide basket-based mutual fund portfolios, SIPs, and curated investment strategies — all backed bytechnology, compliance, and transparency.Role OverviewWe are looking for aSales Representative based in Puneto drive bothB2B and B2C...

Relationship Manager JOB DESCRIPTION JOB TITLE Relationship Manager – Banks Reports to Channel Head No of Direct reportees Nil Department Sales - Retail Sales Position Grade Range Assistant Manager / Deputy Manager (May vary based on experience) JOB PUJOB PURPOSE: JOB PURPOSE:  The incumbent will be responsible for...

Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers. The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication...

About the Company: The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

Role & responsibilitiesResponsible for acquiring preferred clients (Affluent & Super Affluent).Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.Deepening the wallet from existing...

Company Name :- *SMC Global Securities Limited*Location – Pune ( JM Road )Job Role:- *Relationship Manager - Dealer*Job Responsibilities:-Business/ Operational/ Functional/ Financial Perspective:Ø Execute the orders on behalf of clients by doing pre trade post trade confirmation.Ø Develop and maintain a long-term relationship with customers to...

Company DescriptionMost firms want you to sell.We want you to care.Since 1994, Vijay InvestEdge has been a premier AMFI Registered Mutual Fund Distributor in Pune, with a primary aim of fostering trust and nurturing strong relationships with every client, we at Vijay InvestEdge have been building something rare in the world of investing—real...

Job Title: Relationship ManagerAbout Choice Equity BrokingChoice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For 31 years, we have been committed to helping clients achieve their financial aspirations and promote value creation for...

Job DescriptionInvestor Relationship & Fund MobilizationBuild and strengthen relationships with corporates for ICD placements and renewalsDrive investor confidence by effectively presenting ICD products as treasury management solutionsDevelop long-term partnerships with corporates, NBFCs, and financial institutionsBusiness Development & SalesGenerate and...