Mutual Fund Executive

Job Title- Mutual FundLocation- Noida, Sector-132Job ResponsibilitiesManage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.Handle client queries and resolve complaints related to app usage, fund performance, and service issues.Assist clients with timely renewal of policies, premium payments, and...

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...

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

Company DescriptionFinofii is a fintech company specializing in global treasury and multi-family office services, catering to over 700 clients and managing investment assets exceeding 750 Crores. Established in 2021, Finofii provides customized treasury solutions for corporate current account monetization and comprehensive family office services for...

Location- Noida, Sector-132Job ResponsibilitiesManage and track client portfolios across mutual funds and insurance products, ensuring strong performance and alignment with client goals.Address client queries and resolve issues related to app usage, fund performance, and service concerns.Support clients with timely policy renewals, premium payments, and GST...

Job Description:Mutual Fund Applications & KYC form filling, Login and trackingOnline transactions execution, tracking and reconciliationManage other activities i.e. Daily business MIS, adhoc client requestsQualification & Skills:Bachelor's/Master's degree qualifications preferably Should understands the basics of Mutual Fund Industry and KYC...

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

Lark Finserv is building the digital backbone for Loan Against Mutual Funds (LAMF) in India. We work with wealth platforms, stock brokers, MFDs, fintechs & investment apps to enable instant liquidity without redemption, using our modular LAS infrastructure.We're now looking for a Partnership & Alliances Executive to join our Growth team and help us scale...

Job Title: Executive – Digital MarketingIndustry: Financial Services (Mutual Fund Distribution)Experience: 5+ yearsLocation: NoidaDepartment: MarketingEmployment Type: Full-timeAbout Company:Bonanza Portfolio Ltd., founded in 1994 and headquartered in New Delhi, is a leading financial services company with a strong presence across 560+ cities through...