Insurance and Mutual Fund Advisor

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

Relationship Manager – Mutual Fund SalesLocation: Bhawanipur (Kolkata Department: Sales | Industry: Financial Services / Investment AdvisoryExperience: 06-Months to 3 YearsEmployment Type: Full-timeAbout the Role:We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate...

Here's a simple, professional JD version with all the key skills included (no emojis, no extra formatting):DKP Recruiter team is hiring for the job Title: Insurance and Mutual Fund Advisor I Location: CC2 (Newtown)Job Summary:We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills....

DKP 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...

Role of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...

**Key Responsibilities**: - **Client Operations Management**: Proactively assist clients with the completion and submission of mutual fund forms, both through digital platforms and physical documentation, ensuring accuracy and regulatory compliance. - **Issue Resolution**: Identify, diagnose, and resolve client-facing operational and technical issues...

Company DescriptionWelcome to Kotak Life Careers This page is created for job posting purposes and provides information for the Recruitment and Development Manager – Tied Agency Channel role. The page streamlines the hiring process and helps candidates understand the role requirements for similar positions within Kotak Life.Role DescriptionThis is a...

**Mutual Funds Sales** **Duties & Responsibilities** - Develop and implement sales strategies to achieve revenue targets - Identify and pursue new business opportunities through prospecting and networking - Build and maintain strong relationships with key clients - Provide expert advice and guidance to clients on investment opportunities - Monitor market...

**Roles and Responsibilities** **Responsibilities**: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms...

Bajaj Allianz Life Insurance Co Ltd. is looking to hire an **Insurance Advisor** responsible for developing sales strategies that match customer requirements by promoting products and services. **Skills**: - a commitment to excellent customer service - excellent communication skills (English, Bengali, Hindi preferred) - should have team leading qualities -...