Mutual Fund Specialist

1 week ago


Greater Kolkata Area, India FRONTLINE COMMERCE PVT LTD Full time ₹ 6,00,000 - ₹ 12,00,000 per year

About Us

We are a growing financial services firm, currently expanding our
mutual fund distribution business
. Our goal is to deliver trusted investment solutions while scaling our reach across clients and partners.

Role Overview

We are seeking a motivated and experienced professional to help
scale our mutual fund distribution business
. The candidate should have a proven track record in
expanding client networks, building channel partnerships, and driving AUM (Assets Under Management) growth
.

Key Responsibilities

  • Develop and implement strategies to expand the mutual fund client base.
  • Build strong relationships with clients, distributors, and channel partners.
  • Drive consistent growth in AUM through effective distribution strategies.
  • Stay updated on mutual fund products, regulatory guidelines, and industry trends.
  • Create and manage business development plans to achieve targets.

Key Requirements

  • Strong experience in
    mutual fund distribution / financial product sales
    .
  • Proven ability to
    grow client networks
    and establish channel partnerships.
  • Good knowledge of
    mutual fund products, SEBI regulations, and distribution models
    .
  • Excellent communication and client relationship management skills.
  • Entrepreneurial mindset with focus on long-term growth.

Location
: Kolkata



  • Kolkata, India Manu Stock Broking Pvt. Ltd. Full time

    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...


  • Kolkata, West Bengal, India Manu Stock Broking Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Company OverviewManu 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...


  • Greater Bengaluru Area, India Islamicly App Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Job Title: Mutual Fund Distribution ManagerDepartment: Sales / Business DevelopmentLocation: BangaloreJob Summary:The Mutual Fund Distribution Manager will be responsible for expanding Islamicly's Shariah-compliant mutual fund distribution network by developing and nurturing relationships with distributors, IFAs (Individuals and corporates), and key clients....

  • Sales Associate

    3 weeks ago


    Kolkata, India SBI MUTUAL FUND Full time

    Company Description SBI Funds Management, with over 37 years of experience, consistently delivers value to our investors through various mutual fund schemes, including Equity Funds, Debt Funds, Hybrid Funds, and more. We manage assets not only in domestic mutual funds but also offer offshore funds and Alternative Investment Management Solutions. Based on our...

  • Sales Associate

    1 week ago


    Kolkata, West Bengal, India SBI MUTUAL FUND Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionSBI Funds Management, with over 37 years of experience, consistently delivers value to our investors through various mutual fund schemes, including Equity Funds, Debt Funds, Hybrid Funds, and more. We manage assets not only in domestic mutual funds but also offer offshore funds and Alternative Investment Management Solutions. Based on our...

  • Mutual Fund Advisor

    2 days ago


    Kolkata, West Bengal, India Panora Global Venture LLP Full time

    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:...


  • Rajarhat, Kolkata, West Bengal, India UPTALENT Full time

    Insurance and Mutual Fund Advisor *Job 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 business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...


  • Rajarhat, Kolkata, West Bengal, India Noah Healthcare Full time ₹ 2,50,000 - ₹ 3,00,000 per year

    Insurance and Mutual Fund Advisor*Job 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 business targets.*Key Responsibilities:** Advise clients on Life Insurance, General...


  • Salt Lake, Kolkata, West Bengal, India Eureka Stock & Share Broking Services Ltd. Full time

    Process mutual fund trades, including purchases, redemptions, and exchanges Verify and validate trade instructions for accuracy and completeness Coordinate with transfer agents, custodians, and other external parties Maintain accurate and up-to-date records, including trade logs and account statements Reconcile positions, cash, and trades with external...

  • Insurance Advisor

    6 days ago


    New Town, Kolkata, West Bengal, India Duas Knowledge Potli Full time

    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...