Mutual Fund Sales/ Mutual Fund Relationship Manager

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...

Location:All India (Hybrid)Experience:1-2 years preferredIndustry:Mutual Fund Distribution / Fintech / BFSIType:Full-timeAbout CresoCreso is building a full-stack platform for mutual fund distributors in India.Creso empowers independent distributors with the tools they need to scale faster, serve clients better, and grow their AUM, all without juggling...

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...

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...

Engage with existing customers to understand their financial goals and providetailored investment solutions. To Conduct Successful Investment Awareness Programs (IAP) , generate leads & close the mutual funds sales.

Job Title: Team Member - Zonal Training Manager Department: Sales L&D Position Grade Range: Basis eligibility and evaluation Location: Lower Parel, Mumbai Who we Are? Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India's largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities...

Job Title: Team Member - Zonal Training ManagerDepartment: Sales L&DPosition Grade Range: Basis eligibility and evaluationLocation: Lower Parel, MumbaiWho we Are?Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of India's largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost...

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...

Role & responsibilitiesIdentify and generate new sales opportunities through cold calling, networking, and referrals.Understand client needs and recommend suitable financial products (e.g. Mutual Fund)Develop and maintain long-term relationships with clients to drive customer loyalty.Meet or exceed monthly and quarterly sales targets.Maintain a strong...

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...