Urgent opening in Stock Market- Mutual Fund Sales, SIP, insurance

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields.Opening of Dmat Accounts Required Candidate profileManaging portfolio of clients and mutual fund sales Contact Anitha on or Email on

Job Roles & Responsibilities: 1. New Clients: Existing Funds & Insurance Analysis. Data Collection for Income, Expenses, Assets and Liabilities. 2. Create Investment Proposals and Enter Data in to Software and Excel 3. Track Goals, Asset Allocation, SIP & STP Reconciliations 4. Create Review Reports and Portfolio Analysis and Product Notes 5. Share...

JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E-mail Communication: at each process: on-boarding, Cash Account Updates, Execution REPORTING: Track & Maintain: Monthly...

JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E-mail Communication: at each process: on-boarding, Cash Account Updates, Execution REPORTING: Track & Maintain: Monthly...

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below.Role: Executive/Sr. ExecutiveLocation: Bangalore ( Koramangala)Salary : 2.25 to 3lpaWork Schedule(# of Working Days): 6 Days working and 1 day fixed offWork Timing: Day shifts (Should be flexible for Rotational shifts if...

We are looking for a HNI sales Manager and IP mutual funds sales individual performers to source from market. Salary range can be matched and negotiated. First round Telephonic At least 2 yrs exp in sales of mutual funds mandate Attractive incentives with no Cap. Contact on 9606674521 ASAP **Salary**: ₹30,000.00 - ₹100,000.00 per...

Role Overview:We are seeking a dynamic Mutual Funds Trainer to design and deliver cutting-edge training programs that drive distributor, partner, and sales team success. This role goes beyond classroom delivery - it integrates strategic coaching, performance analytics, technology adoption, and knowledge management to empower financial intermediaries and...

**Job Summary**: **Key Responsibilities**: - **Training Delivery**: Conduct training sessions for employees, agents, and clients on mutual fund products, market trends, investment strategies, and regulatory requirements. - **Training Material Creation**: Develop and update training materials, presentations, and manuals to reflect the latest industry trends...

JOB ROLES & RESPONSIBILITIESOPERATIONS:Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc.Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, ProspectsE-mail Communication: at each process: on-boarding, Cash Account Updates, ExecutionREPORTING:Track & Maintain: Monthly Revenues,...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...