Relationship Manager – Mutual Fund Sales

Insurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...

**Role**: Relationship Officer/Sr. Relationship Officer (Insurance & Mutual Funds) **Job Location**:Trinity Towers, AJC Bose Road, Kolkata - 700 020 **Experience**: 3-4 years **About Us**: Ashika Stock Services Ltd., with over 31 years of industry expertise and trust, is a SEBI-registered stockbroker and a member of all Indian exchanges—NSE, BSE, MCX,...

Are you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...

Company DescriptionWe are hiring for one of the largest and well established mutual funds in India.Role DescriptionThe role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

**Roles and Responsibilities** To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. - Profiling customers and provide financial...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

Job Title: Mutual Fund Sales & Support ExecutiveLocation: Kolkata, Salt Lake, Sector V (Work from Office)Type: Full-TimeExperience: 0–3 years (Fresh graduates with strong communication skillsencouraged)Start Date: Immediate Joiners PreferredSalary: Competitive (Based on skillset) + Performance Bonuses + IncentivesIndustry: Mutual Funds / Financial...

About the Role We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks leading wealth counters and senior MF decision makers in the Kolkata region This role is pivotal in expanding DSP s footprint by building meaningful revenue-driving relationships and delivering long-term asset...

Company DescriptionWe are hiring for one of the largest and well established mutual funds in India.Role DescriptionThe role is responsible for driving the growth of Passive Funds (ETFs and Index Funds) within the assigned zone through focused sales initiatives, distribution enablement, and strong relationship management. The incumbent will serve as the...

**Roles and Responsibilities** **Responsibilities**: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms...