Mutual Funds Jobs in India

This role offers an excellent opportunity for freshers in customer support for candidates fluent in Telugu, Malayalam, or Kannada, located in Chennai. You will engage with customers, helping them with inquiries and delivering exceptional service.Key Responsibilities include communicating effectively with customers in their preferred language, addressing their questions or issues promptly, and ensuring customer satisfaction. You will assist with inquiries, provide necessary information, and escalate issues when required, all while maintaining a positive attitude and ensuring a smooth customer experience.Required skills for this role include a strong command of either Telugu, Malayalam, or Kannada, along with good spoken and written English. Basic computer knowledge is essential as you will be using various software and tools to support customers. You should possess excellent communication skills, patience, and a problem-solving mindset to resolve issues effectively.The role is a full-time position based in an office environment, requiring a minimum educational qualification of 12th pass. Candidates with 0 to 1 years of experience are welcome to apply. You will work with fixed Sunday holidays and may be eligible for incentives up to 20,000. The organization also provides PF and ESI benefits to its employees. If you have the desire to start your career in customer support and can work in Chennai, apply for this vibrant role today!

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.

As a Stock Broker, you will be responsible for facilitating transactions in the stock market while ensuring client satisfaction. This is a full-time position based in Indore, India, suitable for women with 1 to 7 years of experience.Key responsibilities include managing client accounts and executing trades in a timely manner, offering personalized investment advice based on market conditions, and maintaining up-to-date knowledge of financial products and services. You will also be responsible for reporting market trends and analyzing stock performance to inform clients about potential investment opportunities.To excel in this role, you will need strong analytical skills to interpret market data and make sound investment decisions. Excellent communication skills are essential to effectively interact with clients and explain complex financial concepts. Additionally, having a solid understanding of the stock market and investment strategies will be critical for success. Expectations include working from the office with a fixed salary structure and attractive incentives. You are required to have a graduate degree and possess the necessary documentation for account management. A laptop and mobile device will be provided for work purposes. You will work within a structured schedule without specific targets, allowing you to focus on client relationships and market analysis. This role provides a great opportunity for growth in the financial sector while maintaining a work-life balance.

We are looking for a motivated and experienced Sales Manager to join our team in Delhi. This role requires a dynamic individual with strong leadership skills and a passion for driving sales. Key responsibilities:- Develop Sales Strategies: Create effective sales plans to meet revenue targets and expand market presence. This involves understanding market trends and customer needs. - Manage the Sales Team: Lead and mentor the sales team, providing training and support to enhance their performance and achieve sales goals.- Build Client Relationships: Establish and maintain strong relationships with clients to understand their needs and promote our products, ensuring customer satisfaction and loyalty.- Monitor Sales Performance: Analyze sales data to track progress and identify areas for improvement. Regularly report on sales metrics to senior management.- Collaborate with Other Departments: Work closely with marketing and product teams to align sales strategies and ensure consistent messaging.Required skills and expectations:- Proven Sales Experience: Candidates should have 2 to 8 years of experience in sales, preferably in a managerial role.- Educational Background: A degree in B.A, B.B.A, B.Com, or B.Sc is required.- Leadership Skills: The ideal candidate should demonstrate strong leadership abilities and the ability to motivate a team.- Communication Skills: Excellent verbal and written communication skills are essential for interacting with clients and team members.- Analytical Skills: Must possess the ability to analyze sales data to make informed decisions and develop effective strategies. This is a full-time position requiring the candidate to work from the office.

The Wealth Manager will be responsible for the promotion,development and handling of client relationships related to financialplanning, wealth management, tax planning.The capacity utilization of an SRM will be as follows:1. Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%KRA:-1. Manage Client Portfolio2. Create Leads Pipeline3. Arrange Participants for Events with the support of his Team4. Acquire Clients from Leads provided by System5. Stay Updated of Financial Market Events6. Understand Financial Planning, Wealth Management, Tax Planning

As a Wealth Manager intern, you will play a key role in assisting individuals with managing their financial assets and investments. Your focus will be on helping clients achieve their financial goals through effective planning and advice.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients. Understand their financial needs and goals to provide tailored investment advice.- Investment Analysis: Assist in analyzing different investment options. Gather information about market trends and financial products to recommend suitable choices for clients.- Portfolio Management: Help manage client portfolios by monitoring performance and making adjustments as needed. Ensure that investment strategies align with clients' risk tolerance and objectives.- Financial Planning: Support in developing comprehensive financial plans for clients. This includes budgeting, savings strategies, and retirement planning.- Market Research: Conduct thorough research on financial products and market conditions. Keep informed about trends and news that might affect clients' investments.- Reporting: Prepare regular reports on client investments and market analysis. Communicate findings clearly to help clients understand their financial status.Required Skills and Expectations:You should be a recent 12th-grade graduate with a keen interest in finance and investment. Strong communication skills are essential for explaining complex concepts to clients. A proactive attitude and willingness to learn are highly valued. Basic knowledge of Microsoft Office applications and an eagerness to engage with clients will contribute to your success in this role. Freshers are welcome; this internship provides an excellent opportunity to gain hands-on experience in wealth management.

We are looking for a motivated Sales Manager with 3 to 9 years of sales experience to join our team in Noida Sector 63. The ideal candidate will lead the sales team and drive revenue growth while ensuring customer satisfaction.Key Responsibilities:- Lead Sales Team: Manage and guide a team of sales representatives to achieve sales targets and maximize performance.- Develop Strategies: Create and implement effective sales strategies to meet company goals and improve market penetration.- Client Relationship Management: Build and maintain strong relationships with clients to understand their needs and ensure satisfaction.- Sales Forecasting: Analyze sales data and market trends to provide accurate sales forecasts to senior management.- Training and Development: Provide training and support to team members to enhance their skills and knowledge in sales techniques.Required Skills and Expectations:The successful candidate will possess strong leadership and communication skills, with a proven ability to motivate and inspire a team. Experience in developing sales strategies is essential. The candidate should demonstrate analytical thinking to assess sales data effectively and possess excellent problem-solving skills. A customer-focused attitude and the ability to build relationships are crucial. As a male candidate, a commitment to achieving high standards is expected, along with a proactive approach to driving sales results. The ability to work full time from the office is required for this role.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

Job descriptionThe Mutual Fund Operations Executive will be responsible for handling day-to-dayoperational processes related to mutual fund transactions, documentation, and clientinstructions.Required Candidate profileThe role requires strong attention to detail,effective communication,a client-centric approach to ensure smooth and timely service deliverycapitalplacement02@gmail.comP- 9891750342 W- 7895263093

Key Responsibilities:1. Trade Execution & Client DealingExecute buy/sell orders for clients across NSE/BSE terminals, manage pre-trade and post-trade confirmations, and ensure accurate execution in line with client instructions and compliance standards. 2. Market Advisory & Client ServicingProvide clients with market updates, research-backed trading ideas, and advisory support on market movements while resolving client queries and maintaining strong relationships. 3. Portfolio Monitoring & Risk ManagementMonitor client portfolios, margin positions, and exposure limits, while supporting clients on risk-related actions including margin calls and portfolio reviews. 4. Revenue Enhancement & Product AdvisorySupport growth in client engagement and trading activity while identifying opportunities to advise clients on relevant financial products such as Mutual Funds, IPOs, PMS, Insurance, and Fixed Income solutions. 5. Client Relationship Management & Account ActivationStrengthen and expand the active client base through new account onboarding, reactivation of dormant clients, regular engagement, and relationship-driven service focused on long-term client retention. 6. Compliance & Operational ExcellenceEnsure all trading, advisory, and client servicing activities adhere to regulatory guidelines, internal compliance frameworks, and operational best practices.

We are looking for a Customer Relationship Manager to join our team in Surat. In this role, you will be responsible for building and maintaining strong relationships with our customers. Your experience in customer service and relationship management will be crucial to our success.Key Responsibilities:- Manage Customer Accounts: Maintain detailed knowledge of customer needs and preferences to ensure that we meet their expectations and build loyalty.- Respond to Inquiries: Address customer questions and concerns promptly, providing clear and helpful solutions to enhance their experience.- Develop Strategies: Create and implement strategies to improve customer satisfaction and engagement, ensuring that our services meet their evolving needs.- Monitor Feedback: Collect and analyze customer feedback regularly to identify areas for improvement and to gauge customer satisfaction levels.- Collaboration with Teams: Work closely with sales, marketing, and product teams to ensure a seamless experience for customers and to communicate their needs effectively.Required Skills and Expectations:The ideal candidate should have a Bachelors degree in Business Administration or Commerce. You should possess strong communication and interpersonal skills, enabling you to build rapport with clients effectively. A minimum of 1 to 3 years of experience in customer relationship management or a related field is expected. You should be proficient in using CRM software and comfortable analyzing customer data. Additionally, a problem-solving attitude and the ability to work independently are essential for success in this role.

We are looking for a Wealth Manager in Ahmedabad who will assist clients in managing their financial resources to achieve their financial goals. This role requires a proactive approach to client relationships and a strong understanding of investment strategies.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial needs and providing tailored advice and support.- Portfolio Management: Analyze clients investment portfolios and suggest strategies to optimize returns while aligning with their risk tolerance.- Market Research: Conduct regular research on market trends and investment opportunities to keep clients informed and make sound recommendations.- Financial Planning: Develop comprehensive financial plans based on clients' goals, including retirement planning, tax strategies, and estate planning.- Compliance Management: Ensure all financial advice and transactions follow the legal regulations and internal policies to protect clients' interests.Required Skills and Expectations:Candidates should have 1 to 2 years of relevant experience in wealth management or financial advisory roles. Strong analytical skills are essential for assessing investment opportunities. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. The ideal candidate must be client-focused, demonstrating a commitment to helping clients achieve their financial objectives. Familiarity with financial software and investment tools will be advantageous. A proactive attitude and a passion for the finance industry are crucial for success in this position.

We are seeking a Telesales Executive to join our team in Chennai. The ideal candidate will have 1 to 3 years of relevant experience and will be responsible for engaging with prospective customers over the phone to drive sales.Key Responsibilities:- Conduct Outbound Calls: Make regular calls to potential clients, introducing our products or services and explaining their benefits to stimulate interest.- Qualify Leads: Identify the needs and preferences of potential customers to determine if they are suitable leads for our offerings.- Achieve Sales Targets: Meet targeted sales numbers by efficiently closing deals and following up on leads, demonstrating strong persuasive skills.- Maintain Customer Relationships: Build and maintain a good rapport with clients through excellent communication and service, ensuring customer satisfaction and loyalty.- Update CRM Systems: Accurately record customer interactions and sales activities in the Customer Relationship Management system for tracking and reporting purposes.- Collaborate with Team Members: Work closely with the sales team and management to refine sales strategies and share insights on customer feedback and market trends.Required Skills and Expectations:The successful candidate should have strong communication and interpersonal skills, enabling effective conversations with diverse clients. A proven ability to handle objections and persuade customers is essential, as is a self-motivated attitude with a focus on achieving sales goals. Familiarity with CRM software and basic computer skills are also necessary. You should be adaptable, open to feedback, and ready to learn in a fast-paced environment.

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.Key Responsibilities:- Client Consultation: Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- Portfolio Management: Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- Market Analysis: Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- Investment Recommendations: Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- Relationship Building: Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.Required Skills and Expectations:Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

As a Relationship Manager in Wealth, you will play a crucial role in managing and growing client relationships in the investment sector. Your primary aim will be to deliver personalized financial solutions that meet the unique needs of each client.Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients, ensuring regular communication and support to understand their financial goals.- Investment Advisory: Provide expert advice on investment opportunities and strategies tailored to clients' risk profiles and financial objectives.- Portfolio Management: Monitor clients' investment portfolios regularly, making adjustments as needed to optimize returns and achieve agreed-upon goals.- Market Research: Conduct thorough research on market trends and economic conditions to inform clients about potential investment strategies.- Sales and Business Development: Proactively identify new business opportunities to expand the client base, using networking and referrals to drive growth.- Compliance and Documentation: Ensure all client interactions and transactions comply with regulatory requirements, maintaining accurate records of your activities.Required Skills and Expectations:You should have strong interpersonal and communication skills to effectively engage with clients and build rapport. A background in finance, economics, or a related field is preferred, but not mandatory for candidates with a strong interest in wealth management. You need to display good analytical and problem-solving abilities to help clients make informed investment decisions. A proactive attitude towards learning and a willingness to adapt to market changes are essential to succeed in this role.

Job Description: Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG. Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis. Weekly & Monthly Review of business and meetings with HOD & other Business Heads. Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation.

outbound calling for lead generation

Responsibilities1. Managing existing clients & Inactive clients .2. You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.3. Support clients in dealing with Mutual fund software.4. Collection of necessary documents from clients.5. Calling clients and ensuring product sale as well as delivery to client.6. We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.7. New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:1. Excellent communication2. Familiar with Mutual fund & Insurance procedures3. Knowledge of Indian Mutual Fund & Insurance industry4. Interacting in a friendly and professional manner with customers.5. Have basic knowledge of general insurance policies6. Ability to work with computers and understand7. Goal and target oriented8. Excellent skills in communication and presentation9. Experience in delivering client-focused solutions and in creating long-lasting relationships

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge

As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.The capacity utilization of a WM will be as follow1. Marketing activities including moving into the market 60%2. Handling of portfolio including doing technical analysis- 30%3. Tax planning 10%

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key Responsibilities and requirements :Acquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.

The role involves acquiring new customers, promoting financial products, and building long-term client relationships.Key ResponsibilitiesAcquire customers for demat accounts through direct/field sales.Drive sales of third-party products including Insurance, Mutual Funds, SIPs, and Loans.Engage with prospective customers to promote wealth management products.Leverage marketing campaigns to build and manage a strong prospect funnel.Minimum 1-10 years of sales experience from Banks, Fintechs, Broking, Financial Services, or Insurance industries.Strong understanding of financial markets and investment products.Comfortable with new client acquisition and field sales activities.Excellent communication, interpersonal, and negotiation skills.Target-driven, self-motivated, and able to work independently as well as in a team.