Mutual Fund Advisor

Job Title: Wealth Advisor Location: Noida, Delhi NCR PRIME FOLIOS PVT. LTD. **PFPL (Prime Folios Pvt Ltd)** is one of the leading bespoke finance and wealth management advisories. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns. JOB DESCRIPTION: The Wealth Advisor...

**Role Description** This is a full-time on-site role for a Financial Advisor/sales role located in Noida. The Financial Advisor will be responsible for providing financial planning services**, Mutual Funds advisory**, calling leads on a daily basis, developing retirement plans, and offering comprehensive financial advice. The role also involves closely...

**Overview** We are seeking a dedicated Mutual Fund Advisor to join our team. As a Mutual Fund Advisor, you will be responsible for providing financial advice and guidance to clients regarding mutual funds and other investment opportunities. **Duties** - Conduct in-depth financial assessments for clients to understand their investment goals and risk...

**Job Title**: Mutual Fund Advisor (sales) **Job Type**: Full-time, Onsite **Work Days**: Monday to Saturday **Location**: In person (Lucknow) **Salary**: ₹15,000 - ₹20,000 per month **Benefits**: Provident Fund Key Responsibilities - Assist clients with **investment planning**, KYC updates, and portfolio management. - Handle **bulk transactions** and...

**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

**Job Description: Mutual Fund Executive** **Roles and Responsibilities**: - Should be proficient in operating mutual fund panels. - Assist clients in making informed investment decisions and planning. - Update KYC details and assist clients with any mutual fund-related inquiries. - Handle bulk transaction requests and ensure processing before cut-off...

**Job Title**: Sales - Mutual Funds **Responsibilities** - Engage in meaningful dialogue with clients to understand their business goals and **provide mutual funds advisory.**: - Present tailored value propositions to sales leads and existing customers - Prospect for new business opportunities and successfully close sales - Maintain a consistent, reliable,...

**JOB DESCRIPTION**: **Job Position - Mutual Fund Reporter/ Writer** **About Times Internet**: Times Internet Limited (TIL) is a premier digital product company & a digital venture by The Times of India Group. As per ComScore, it has the largest Indian online repertoire, with 200 million+ monthly unique visitors & 20 billion+ page views across web and...

**Job Title**: Mutual Fund Dealer **Experience**: 1 to 5 years **Location**: Indore **Salary**: Depending on interview assessment **Contact Person**: Ashish Mishra **Contact Number (WhatsApp)**: 8108461922 **Company Name**: Arihant Capital Markets Limited **Job Description (JD)**: We are currently seeking experienced Mutual Fund Dealers to join our team at...

Hii We are Looking for Mutual Fund adviser Job Location - Mahanagar Lucknow CTC upto 2.50 LPA Shift Time 9:30 am to 7:30PM **Job Types**: Full-time, Permanent Pay: From ₹20,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9305142697