Mutual Funds Fresher Jobs in Mumbai

Sales through telecalling, business operation

As a mutual fund distributor you have to advice people to invest in mutual fund and based on that you get commision.

Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36

Explain (over the phone) the various types of investment product features and financial services to potential clients.Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goalsDevelop and deepen client relationships.Educate clients and answer questions about investment options and potential risks.Recommend investments to clients or select investments on their behalf.Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.If needed, Meeting with clients to understand their needs and demands.Preparing financial plans with a mix of short and long term investmentsProviding periodic updates on the performance of investment portfolios.Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes,

Roles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggestschemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new clients and Increase engagement of existing client by providing complete financialplanning solutions. Establishing strong relationships and communication with clients.Desired Profile: Graduate or Above Preference to NISM Certified candidates with experience in managing Retail/HNI Should have a good understanding of wealth management products like Mutual funds, Insurance,Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc. Good communication & interpersonal skills are a must.

Company Name: Purva InvestmentsAbout the Company: Purva Investments is a company based in distribution of financial products. With a team of 8 people, we have been in existence in the business for more than 30 years now. Office is based out of Charni Road.Position: Mutual Fund OperationsJob Description: Solely responsible for maintaining completed back-end database of clients and transactions on a daily basis Online processing of various transactions related to mutual fund Interaction with key stakeholders like client/mutual fund companies and RTA MIS -Requirements: A graduate having done Bcom or related course Experience of 1-2 years or a fresher Diligence and right attitude will be a keySoftware Skills Needed: Basics of excel and word Basic knowledge of transacting online Should be proficient in speaking to stakeholders and drafting mails A know how of mutual fund industry and the back-end processing would be preferable but not necessarySalary: For the right candidate and skill set would be as per industry standards

Profile is for Tele calling .They need Freshers (With excellent communication skills & basic understanding about terms like ,Mutual Fund ,Stock Market ,Shares )Location: MumbaiExperience: 0-1 yearScreening & Sourcing Guidelines:- Excellent communication skills.- Should be comfortable with voice process.Job Description:- Providing Demo of all trading platforms of the company to clients.- Providing technical support on calls to clients.- Resolving technical queries of clients.- Providing technical support to staff as well.- Adaptive and supportive.- Finance Domain knowledge will be an add on.- Excellent communication skills.Must have:- Good communication skills.- From finance background- Should be comfortable with calling process.

Our company name is CAGR funds and we are mutual fund distributors. Looking for someone who can run entire operations and can be support for all financial planning work .

To identify investors for mutual fund and alternate investment products by prospecting through various initiatives and client acquisition strategies To service existing investors by meeting, sending regular market & portfolio updates etc. Educate existing and new clients regarding the range of applicable investment options available to them. Follow through on the investment actions approved by clients. Maintain an up-to-date knowledge of investment products. Managing and updating client portfolios. Maintain the existing relationships and leading in the development of new client relationships. To identify HNI customers for selling various alternate investment products. (Angel investing, Invoice Discounting, Lease Finance etc.) Tie up and co-ordinate with product providers for investment deal closure.

Job descriptionTeam report analysisTour plan monitoringGood in power point and Excel and word formatFluent English written & verbal communicationHandling customer calls and QuotationOutstanding payment follow upSupport functions on my absence of traveling

JD 1. Managing the existing agents and Recruitment of the New agents 2. Planing and devising the local scheme and engagement program for Agents 3. Ensuring the agent productivity and activation4. Training and agent life cycle management 5. Brand development by conducting road shows 6. Ensure Nil discrepancy and high customer service satisfaction 7. Ensuring meeting of the targets month on Month basis assigned to SM* Key relationship/ customers* External Customers - IMDs (Life Insurance, Health company, Mutual funds) Housing socities and retail customers * Internal Customers - Sales Team, Operations Team, Finance Team, HC Team, Underwriting Team, Claims Team

An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%Make use of your marketing skills and earn more than your salary. Limited seats. Contact soon.

JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets

Follow up with Clients for renewal Follow up with clients for Health checkup benefit & OPD benefit Guide clients during claims & coordinating with appropriate authorities in the Company Issuing Policies Preparing quotes Understand existing products & keep updated about new products launched Generate leads Cross sell to existing clients Maintain & increase relationship with new and existing clients Corporate sales

Job Location :- Navi Mumbai_BelapurJob Role :- 1. Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance, suggesting better investment options. helping them to expand their portfolios.2. Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.3. Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc. 4. Give information regarding current market trend and guide investors for investment procedure. 5. Connect to investors through Inbound & Outbound calls.Professional Skills, Criteria & Benefits :- Excellent command on English is must.Both Freshers & experience can applyTelecalling experience in Mutual Fund Domain is a added advantage.Opportunity to work with Corporate Clients.Get product training & Soft skill training, etc.Reference Code :- Ankita CAMS HRInterested candidates can Walk-in with their updated resume on below mentioned details. Contact details :-Feel free to contact if any query Regards,Ankita SoniCAMS HRD

Promotion and marketing of Insurance Products of Kotak Life Insurance in Mumbai & Region .The Selection process involves Personal Interview, KYC Verification, Undergoing Insurance Training and Clearing the IRDA Exam

Hiring for 25 Life Insurance Advisor Jobs in Mumbai,Navi Mumbai,Dadar Mumbai,Thane,Andheri Mumbai,Borivali Mumbai,Kurla Mumbai,Palghar for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Direct Marketing,Sales,Communication Skills,Life Insurance etc.

Insurance advisors represent insurance companies and sell the insurance products offered by such companies to their clients. ... As such, insurance advisors sell insurance policies and, as a compensation for their services they earn a commission on each policy that they sell.

JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets

JOIN US PART TIME/FREE TIME Work with Number 1 insurance companyCommission basis Job available as well as salary base job is available Do visit us on

An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%