Mutual Fund Advisor

Company DescriptionMF Utilities (MFUI) is a shared services initiative by SEBI-registered AMCs under the aegis of AMFI, aimed at streamlining and enhancing mutual fund industry operations. MFUI consolidates transaction requests from various sources and transmits them to Transfer Agents, driving operational efficiency and reducing duplication. At the core of...

Dear Candidates,We have a vacancy with our esteemed client in AMC, Location - Thane. Ram Maruti RoadRole & responsibilitiesTo generate business from the mapped customer base and building relationship with existing customers.Risk Profiling of investors & then build financial plan accordinglyIncrease the AUM book by 25% in a year.Acquisition of new investors...

Urgent Hiring for Service Advisor 4 Wheeler*Opportunity to work with an Indian multinational company*Role- Service Advisor 4 WheelerLocation: Thane , MumbaiEducation: Graduation.Experience: 3 yrs +Shift: Day ShiftsSalary - Best in industry.Job Description:-1) Handling vehicle drop-offs, diagnosing needs, explaining repairs/costs.2) Coordinating with...

DescriptionPrincipal Duties/ResponsibilitiesSound understanding of the business model, the full transactional process, and role interfaces / dependencies within the own business unit and related functions.Ensure adherence to Group policies and procedures.Adherence and manage assigned team fundamental activities in accordance with compliance...

DescriptionPrincipal Duties/ResponsibilitiesSound understanding of the business model, the full transactional process, and role interfaces / dependencies within the own business unit and related functions. Ensure adherence to Group policies and procedures.Adherence and manage assigned team fundamental activities in accordance with compliance...

Now Hiring: Sales Executive – Stock Broking & Mutual FundsLocation:ThaneExperience:2–4 YearsIndustry:Financial Services (Mutual Funds, Stock Broking, Unlisted Shares)Are you a driven sales professional with a passion for financial markets? We are looking for a dynamicSales Executiveto join our team This role involves office-based work in Thane with...

Job Title: Career AdvisorLocation: Thane West, MaharashtraInterested candidates can share their resume at: About FPA Edutech:FPA Edutech is one of India's leading edtech institutes in Accounting and Finance, offering globally recognized programs like ACCA, CMA (USA), CFP, CFA, and Investment Banking. With 17+ years of expertise and 6,00,000+ learners,...

Job Role : Relationship Manager (Wealth Management)Job Description :Managing Existing MNI, NRI Investor's Portfolios.Conduct calendarized Portfolio Reviews for Existing Investors.Taking care of ongoing Product/Service requirements of the Investors.Upsell & Cross sale from mapped client's/portfolio.Timely referral generation from mapped investors & conversion...

Company Description Sudhaansh Enterprise is looking for Interns, Full Time & Part Time professionals in various categories like Sales, Marketing, Finance, Technology, Operations, Human Resource, Branding, Public Relations, Website Maintainence, Content Management, Customer Service Executives globally in Industries like Finance and Investment, Health and...

Role & responsibilitiesAct as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options. Maintain proactive communication with clients through calls, emails and virtual...