Mutual Fund Specialist
2 days ago
Company Overview
Manu Stock Broking Pvt. Ltd. is a prominent financial services company headquartered in Kolkata, West Bengal. We specialize in facilitating trading across equities, futures, and currency on major exchanges like the Bombay Stock Exchange and National Stock Exchange. Our firm is committed to offering fast, reliable trading services and real-time support throughout trading hours. With a team of 11-50 dedicated employees, we are an integral part of the Financial Services industry.
Job Overview
We are seeking a Senior Mutual Fund Specialist to join our team in Kolkata. As a full-time employee, you will play a crucial role in advising clients on mutual fund investments, managing portfolios, and ensuring compliance with industry regulations. This position requires a minimum of 7 to 10 years of experience in the financial sector, with a specific focus on mutual fund advisory services.
Qualifications and Skills
- In-depth knowledge of mutual fund advisory practices and their application in client portfolios (Mandatory skill).
- Proven expertise in portfolio management strategies to optimize client wealth.
- Strong client relationship management skills to ensure long-term client satisfaction and retention.
- Comprehensive understanding of regulatory compliance within the financial services sector.
- Excellent customer support abilities to address client queries and provide exceptional service.
- Proficiency in wealth management, focusing on personalized financial planning and advisement.
- Analytical skills to assess market trends and make informed investment recommendations.
- Strong communication and presentation skills to effectively convey complex information to clients.
Roles and Responsibilities
- Provide expert advisory services on mutual fund investments to clients, tailoring strategies to meet specific financial goals.
- Manage and optimize client portfolios to maximize returns while minimizing risks.
- Develop and maintain strong relationships with clients to ensure trust and satisfaction.
- Ensure all client interactions and transactions comply with regulatory standards and company policies.
- Offer superior customer support by resolving client inquiries and fostering a positive service experience.
- Engage in continuous learning and professional development to stay abreast of industry trends and regulatory changes.
- Collaborate with the research team to gather data and insights to support investment recommendations.
- Prepare and deliver presentations and reports to clients, keeping them informed and educated about their investment options.
-
Insurance Advisor
3 days ago
Kolkata, West Bengal, India Duas Knowledge Potli Full time ₹ 3,00,000 - ₹ 3,60,000 per yearDKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund AdvisorLocation: City center 2, Newtown,KolkataJob Summary:We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving...
-
Finance Officer
1 week ago
Kolkata, West Bengal, India Vinsan Financial Services Pvt Ltd Full time ₹ 11,000 - ₹ 1,32,000 per yearPosition: Back Office ExecutiveExperience Required: Minimum 1 Year (Mutual Fund Operations)Location: B.B.D.BAGHCompany: Vinsan Financial Services Pvt. Ltd.About the Role:We are looking for a detail-oriented Back Office Executive with hands-on experience in Mutual Fund operations. If you have the drive to grow in the financial services sector and bring...
-
SVP / VP / AVP/ Relationship Managers - PCG
1 week ago
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per yearThe main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio...
-
Chief Fun Officer
2 days ago
Kolkata, West Bengal, India SubhShanti Wealth Full time ₹ 19,000 - ₹ 3,00,000 per yearChief Fun Officer (CFO) – Mutual Fund / Finance IndustryThe Chief Fun Officer (CFO) delivers creative and strategic leadership in cultivating a vibrant, engaging, and high-morale workplace within a highly regulated finance environment such as a mutual fund company. This role ensures that policies, compliance, and performance excellence coexist with...
-
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
-
Telesales Executive – Wealth Management
1 week ago
Kolkata, West Bengal, India JRK Group - Financial Services Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe are seeking an energetic and persuasive Telesales Executive to join our team. The candidate will be responsible for cold calling prospects from our database to either onboard them as channel partners or convince them to invest in our financial products such as bonds and mutual funds.This role is ideal for someone with strong communication skills and a...
-
Kolkata, West Bengal, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...
-
Relationship Manager
2 days ago
Kolkata, West Bengal, India Ashika Stock Services Limited Full time ₹ 5,00,000 - ₹ 10,00,000 per yearResponsibilities:* Manage client relationships through regular communication and service delivery.* Meet sales targets by selling insurance products, bonds, mutual funds, etc.
-
HNI Sales Manager- Female
2 weeks ago
Kolkata, West Bengal, India Bwise Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per yearNew client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients. Generating leads Selling/advising third-party products like Health Insurance, SIPs, life insurance, and Mutual funds
-
Senior Wealth Manager
2 days ago
Kolkata, West Bengal, India SMC Investments Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole Overview:Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities:New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.Sell in-house...