Mutual Fund 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...

**Job Title**: Mutual Fund Advisor **Experience Required**: Experience in Mutual Fund Advisory **Location**: Indore **Job Type**: Full-Time **Key Responsibilities**: - Understand client needs and provide personalized mutual fund investment advice. - Recommend suitable mutual fund schemes based on market trends, client profiles, and objectives. - Maintain...

**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**: **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...

Client Acquisition through leads and own sourceUnderstanding the client's financial goals and needsRecommend products according hi/her needs and risk profileCheck client's financial goals regularly and also suggest anychanges if required.Help clients to achieve his/her financial freedom.Job Types: Full-time, PermanentPay: ₹30, ₹40,000.00 per...

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...

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

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Good knowledge of mutual funds is mandatory for this position. Essentially, you will act as the main point of contact for our clients.ResponsibilitiesMutual funds...

**Location**: NOIDA- 1- Analyzing and Advising on Mutual Fund Investment 2- Client support 3- Back office Operations 4- Coordinating with AMC's 5- NISM Advisory Module clear- Good Communication skills Should be staying in Noida and East Delhi