Relationship Manager Mutual Funds

We are seeking a fresher or experienced professional to join our team as an Assistant Operations Manager for Primestar Investments - a boutique Mutual Fund Investment firm. The ideal candidate will be trained extensively and be responsible for all Operational aspects of the business.Key Responsibilities:• Execute online/offline Mutual Fund transactions for...

Job Description Mutual Fund Market/Service AdvisorWe are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build...

HIRING FOR Business Development ExecutiveLocation-Andheri East, MumbaiCTC- Upto 4 LPA +IncentiveExperience - Min6 months to 2 yearsrequired in Mutual Funds salesJob Description:We are seeking a dynamic Business development Executiveto support and manage our network of Direct Selling Agents (DSAs) engagedin mutual fund & other wealth distribution. The ideal...

Job Summary - *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDsJob Description—Client Acquisition & Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.Sales...

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of...

Job Title: Virtual Relationship Manager– IFA & MFD OnboardingLocation: MumbaiEmployment Type: Full-TimeExperience Level: 0–1 Years (Freshers Welcome)Job descriptionWe are seeking a dynamic and customer-focused individual to join our team as a Client Relationship Executive. This role involves onboarding Independent Financial Advisors (IFAs) and...

Role & responsibilitiesOperations in Mutual Fund*Job Summary:*We're seeking an experienced Operations professional to join our mutual fund organization. You'll oversee daily operations, ensuring efficient and accurate processing of transactions, reconciliations, and reporting.Key Responsibilities:- Transaction Processing: Process transactions, including...

About UsFounded in 2002,MoneyCare Financial Planningis one of India's pioneering financial planning practices. We are a boutique wealth management firm, known for our fiduciary approach, transparency and holistic strategies for investors.Role OverviewWe are seeking aMarketing & Sales Managerwith expertise inMutual Funds (HNIs)andSocial Media Marketing. This...

Mutual Fund Research AnalystRole Summary:We are looking to hire a dynamic and detail-oriented Research Analyst who will play a key role in supporting our mutual fund distribution business through structured fund analysis, performance evaluation, and process due diligence. The role involves maintaining accurate fund data, publishing insightful research...

should be able to sell mutual funds , knowledge on equities, generate leads, client acquisition, digital management, client portfolio handling, cross selling of wealth products, client co ordination., grow businsess Required Candidate profileNISM 5 or 8 certificate mandatory, vrm exp mandatory- 6 mnths minimum, immediate joiner preferred