Sales Personnel Mutual Fund Distribution

Role & responsibilities Identify and acquire new clients for mutual fund investment solutions Understand client needs and recommend appropriate financial products Conduct regular client meetings and portfolio reviews Achieve sales targets through a consultative and relationship-based approach Maintain client records and support onboarding and documentation ...

About NJ Group:NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor...

**Job Title: Tele Sales Executive (Mutual Funds)** **Job Summary**: We are seeking a dynamic and results-oriented Tele Sales Executive to join our mutual fund distribution office. - As a Tele Sales Executive, you will be responsible for contacting potential clients, explaining mutual fund investment opportunities and persuading them to invest in mutual fund...

MUTUAL FUND TRAINER :: ZFUNDS Location: Gurugram (on-site) | Mon-Sat Experience: 3+ years in the Mutual Fund industry About the Role As a Mutual Fund Trainer , you will be a key leader in our mission to make mutual funds Sahi (Right) and Asaan (Easy) for India. Take full ownership of our Learning Management System (LMS) Designing, developing, and...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,General & Health Insurance. Maintaining existing/new clients for improving our marketshare. Required Candidate profileMust have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds &...

Job descriptionDear Candidate,We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.Interested Candidates, can share resume to whatsapp / in mail - Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C...

**Knowledge Required**: - Knowledge of platforms like Investwell Mint, CAMS edge 360, K-Fintech - Domain Knowledge - MS Office - Execute client proposals with precision and professionalism, ensuring a seamless and satisfactory client experience. - Collaborate closely with the team to support the continuous updating and enhancement of mutual fund processes...

Job role Back office person in a mutual fund distributor firm Execute mutual fund transactions on behalf of clients. Fill Mutual Fund forms Handle the mutual fund softwares Verify Various Transactions and report Excel Entries Make transaction reports for mutual funds, etc. Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift - Fixed...

Greetings from Avani ConsultingJob Title:IFA Channel Manager Mutual Funds B2B Sales (Mumbai)Job Location:Mumbai,MaharashtraExperience Required:3 to 8yearsCTC Offered:Up to 15LPAKey Responsibilities:Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you.Advise IFAs on suitable mutual fund products tailored to their clients'...

Job Responsibilities:- Revenue Management; Responsible for ensuring the revenue targets through Online and digital marketing are achieved, shared responsibility of overall MF revenue targets along with segments- Business Analytics; Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations. Identifying business...