Wealth Manager – Mutual Funds

We are looking for a proactive and client-focused Wealth Manager to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting...

Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

Company DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth...

Direct Responsibilities :Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP...

About Us:Paytm Money Limited is a SEBI registered Stockbroker and Depository Participant that offers services related to Equity &Derivatives trading, Depository services, investment in IPOs. Our simplified user experience allows you to start your investmentjourney with zero paperwork, seamless digital KYC, automated payments, updated portfolio and powerful...

Position Purpose:Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual).ResponsibilitiesDirect Responsibilities• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other...

Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below.Role: Executive/Sr. ExecutiveLocation: Bangalore ( Koramangala)Salary : 2.25 to 3lpaWork Schedule(# of Working Days): 6 Days working and 1 day fixed offWork Timing: Day shifts (Should be flexible for Rotational shifts if...

Total 4 yrs out of this 1yr TL exp in Mutual FundSLA, AHT, Attrition, Shrinkage, CSAT, QualityImmediate JoinerGraduateCall/ WhatsApp cv to Sri Neha Required Candidate profileWork From Office-Bangalore..1yr TL exp in Mutual FundCall/ WhatsApp cv to Sri Neha Must Knows-English and HindiFemale candidate Perks and benefitsPF & ESIC plus Good Leave policy

Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...