Financial Services Sales Executive(Mutual Funds,Marine

Lead and mentor a team of mutual fund advisors, ensuring targets are met and fostering a collaborative environment. - Develop strategies to expand the client base, generate leads, and convert them into long-term clients while achieving sales targets. - Advise clients on mutual funds, SIPs, and investment decisions, building long-term relationships for repeat...

Role & responsibilitiesThis is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and...

Job Description Mutual Fund Operations ExecutiveRole & Responsibilities:* Manage and oversee the day-to-day operational aspects of mutual fund transactions.* Ensure accurate and timely processing of purchase, redemptions, switches, etc.* Maintain compliance with regulatory guidelines and internal policies.* Reconcile and verify data to ensure accuracy of...

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...

**We have an urgent opening for Relationship Manager (Mutual Fund Advisor into Sales) Position for Vile Parle, Mumbai location** Company Details: Renowned Stock Broking Company Relevant Job Experience : 4+ Years **Relationship Manager -** - Any Graduate with minimum experience of 3-4+ years experience in distribution knowledge in sales of Mutual Fund. -...

Key Responsibilities: 1. Sales and Business Development**:Identify and target potential clients (individuals, financial advisors, institutions).** Generate new business by promoting and selling mutual fund products. **Meet sales targets and performance metrics set by the organization.** Develop and execute sales strategies to increase market share. **Client...

We have an excellent opportunity for the profile Mutual Fund Executive **Qualification**: Graduate Experience : Proven experience 1-2year in the mutual fund industry, with a strong understanding of different fund types, investment strategies, and risk management practices. **Location**: Mumbai (Mulund) Excel Data Analysis: Utilize advanced Excel...

We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

Job Title: Research Analyst – Mutual FundsLocation:AhmedabadDepartment:Wealth ManagementReports To:Senior Vice PresidentJob Summary:We are seeking a detail-oriented and analyticalResearch Analystto support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes...

**PROSPERi5** is a next-generation, multi-asset wealth platform catering to individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and innovative new-age investment products - all delivered through a seamless,...