Fresher Mutual Funds Jobs

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.

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

About the CompanyWe are a growing financial services and broking firm specializing in equity trading, derivatives, commodities, and investment advisory services. Our mission is to provide data-driven insights and seamless trading experiences to our clients while maintaining compliance and operational excellence.Role OverviewWe are seeking a detail-oriented and analytical Business Analyst to support business operations, trading performance analysis, revenue tracking, and process improvement within our broking firm. The ideal candidate should have strong analytical skills, financial market understanding, and the ability to convert data into actionable insights.Key ResponsibilitiesAnalyze trading data, brokerage revenue, and client performance metricsPrepare daily, weekly, and monthly MIS reportsTrack client acquisition, activation, and retention metricsCoordinate with Sales, Operations, and Compliance teamsIdentify process gaps and recommend operational improvementsMonitor margin requirements, risk exposure, and trading limitsSupport management with financial and performance analysisWork with CRM and trading platforms for data extraction and reportingRequired Skills & QualificationsBachelors degree in Finance, Business Administration, Economics, or related field03 years of experience (Freshers with strong analytical skills can apply)Knowledge of stock market operations, equity & derivatives preferredStrong proficiency in MS Excel (Pivot Tables, VLOOKUP/XLOOKUP, basic formulas)Basic understanding of financial statements and brokerage revenue modelsStrong analytical and problem-solving skillsGood communication and reporting skillsSalary: 23,000 45,000 CTC per month (Based on experience & skills)Performance-based incentivesCareer growth in financial markets domainTraining & certification support

We are looking for a motivated and detail-oriented Job Analyst to join our team. The candidate will be responsible for analyzing market data, identifying opportunities, and assisting in trading-related research and reporting.Responsibilities:* Analyze basic market trends and data* Maintain records and prepare reports* Assist in identifying potential opportunities* Work with computer software and trading platforms* Support team with daily analytical tasksBenefits:* Training will be provided* Friendly work environment* Growth opportunities* Performance-based incentivesHow to Apply:Send your Name and Resume on WhatsApp: [+91 95012 04148]

Position : Financial Service AssociateRole and Responsibility: To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing theentire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint customer ownership at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of variousproducts (insurance, mutual funds etc)Always be well-groomed, and ensure your sales kit is organized and completeMaintain a company-first attitude and be respectful toward fellow colleagues, seniors , partners etcNote: Must have your own two-wheeler.Must be a graduate with experience in Insurance/FD/MF. Freshers Can also apply

As a Business Analyst, you will be responsible for analyzing business processes, identifying areas for improvement, and developing strategies to enhance operational efficiency. You will collaborate with stakeholders to gather requirements, conduct research, and generate reports to support decision-making.Key responsibilities include conducting data analysis to identify trends and insights, developing business cases to support strategic initiatives, and facilitating communication between different teams to ensure project success. You will also be expected to participate in meetings, workshops, and presentations to share findings and recommendations.The ideal candidate will have strong analytical skills, excellent communication abilities, and a keen eye for detail. A post-graduate degree in a relevant field is required, along with up to 4 years of experience in a similar role. You should also be proficient in data visualization tools, project management software, and have a solid understanding of business processes and technology. Confidence, adaptability, and a proactive approach to problem-solving are essential for success in this role.

Develop and strengthen relationships with both existing and potentialclients within the financial services sector.Assess client requirements and deliver customized financial solutions.Drive sales and meet business development goals through the promotionof financial products and services.Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns.Coordinate with internal departments to guarantee smooth and efficientexecution of client requests.Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings.Stay informed about industry trends, market dynamics, and competitoractivities.Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.

Key Responsibilities: Develop and strengthen relationships with both existing and potentialclients within the financial services sector. Assess client requirements and deliver customized financial solutions. Drive sales and meet business development goals through the promotionof financial products and services. Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns. Coordinate with internal departments to guarantee smooth and efficientexecution of client requests. Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings. Stay informed about industry trends, market dynamics, and competitoractivities. Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.Requirements: Excellent verbal and written communication skills with a confidentand professional attitude Strong interpersonal skills to build and maintain lasting clientrelationships Analytical thinking to understand client financial needs and suggestsuitable solutions

Job Title: Relationship Manager Stock Broking/Equity MarketsLocation: JodhpurExperienced Required: 0 - 2 years ( Freshers may apply)Department: Sales / Client RelationshipReports to: Sales Head / Branch ManagerSalary Bracket: 1.8 2.4 LPA (Fixed) + Performance-Based IncentivesJob Type: Full-TimeJob Summary:We are looking for a proactive and client-focused Relationship Manager to join our stock broking team. The ideal candidate will be responsible for acquiring new clients, managing relationships with existing clients, and helping them with their investments in equity, derivatives, mutual funds, and other financial products. A strong understanding of capital markets and a passion for client service are essential.Key Responsibilities: Client Acquisition: Identify and acquire new retail and HNI clients. Generate leads through cold calling, networking, and referrals. Conduct product presentations and demos to prospective clients. Client Servicing & Relationship Management: Act as the primary point of contact for assigned clients. Understand clients investment needs and risk profiles. Provide market insights, trading recommendations, and portfolio advice. Ensure high levels of client satisfaction and retention. Sales & Revenue Generation: Achieve monthly and quarterly sales and revenue targets. Cross-sell a range of investment products such as mutual funds, IPOs, bonds, insurance, etc. Promote usage of digital trading platforms and mobile apps. Market Knowledge & Compliance: Keep up to date with market trends, news, and regulatory changes. Ensure adherence to all compliance and regulatory guidelines of SEBI, exchanges, and internalpolicies. Maintain proper documentation of client onboarding and transactions.Requirements: Bachelors degree in Finance, Commerce, Economics, or related field. Some experience in stock broking, financial services, or wealth management. Freshers with a strong interest in stock markets and a willingness to learn are most welcome to apply.Comprehensive training and mentorship will be provided. NISM Certification (Series VIII: Equity Derivatives) Mandatory. Strong understanding of equity markets, technical and fundamental analysis. Excellent communication, interpersonal, and client servicing skills. Goal-oriented, self-motivated, and proactive.Key Skills: Client Relationship Management Equity and Derivatives Market Knowledge Sales and Business Development Financial Product Knowledge Communication and Presentation SkillsPerks and Benefits: Competitive salary with performance-linked incentives Exposure to capital markets and investment products Training and development opportunities Fast-track career growth for high performersAbout Company:Finsense Securities is a trusted franchisee of Motilal Oswal Financial Services Ltd., based in Jodhpur. With a strong focus on client-centric solutions, the firm provides a wide range of financial products and services to cater to diverse investment needs.The offerings include equity trading, commodities, derivatives, mutual funds, portfolio management services (PMS), insurance, and wealth management solutions. Backed by the robust research and technology platform of Motilal Oswal, Finsense Securities empowers investors with expert guidance, real-time insights, and advanced tools to make informed financial decisions.With a team of qualified advisors and years of experience in the industry, Finsense Securities is committed todelivering long-term value, transparency, and personalized financial strategies for individuals and businesses alike.If you're looking for a rewarding career opportunity with immense growth potential in the stock market industry, share your resume with us at hr.finsense@gmail.com.We're excited to connect with driven individuals like you!

Distribution of mutual funds in LIC

Job Title: Virtual Relationship Manager Location: ThaneCertification: NISM Series V-A (Mutual Fund Distributors) or NISM Series VIII (Equity Derivatives) is mandatoryRole Overview:This role is responsible for managing the retail channel (MFD/IFA segment) of the mutual fund business through virtual/telephonic engagement. The candidate will drive business growth by managing distributor relationships remotely and providing support and product guidance via digital channels.Key Responsibilities:Manage and engage a portfolio of MFDs/IFAs through calls, emails, and virtual meetings.Drive mutual fund sales by providing product recommendations and market updates.Conduct virtual presentations and training sessions for distributors as needed.Track business performance, ensure follow-ups, and maintain relationship health.Stay informed about local market trends to guide distributor conversations.Take ownership of assigned partners and ensure consistent engagement and growth.Requirements:Minimum 1 year of experience in a VRM or tele-based role within BFSI.Must hold NISM 5A or NISM 8 certification.Strong communication, persuasion, and relationship management skills.Comfortable working in a fast-paced, target-driven environment.

Mutual Funds

Sales through telecalling, business operation

Punching orders on terminal, selling mutual funds

Recruitment of Mutual Fund Distributor (Advisor), Business Development (Sales) of Insurance, Mutual Funds

We are hiring for 0-3 Years of experience candidates who is ready for Customer Service executive role for Belapur, Navi Mumbai location.A Customer Service Representative (CSR) is the first point of contact for any customer who has a question or an issue with a product or service the company sells. They have many responsibilities like answering inbound phone calls, addressing customers questions about products and services, and processing payments or returns.

Sales is an integral part of the bank's front line sales force.The Job involves extensive travelling within the assigned area and conducting market/customer mapping with the primary responsibilities mentioned below.1) To acquire New to Bank customers and pursue new business relationships by selling: Savings Accounts. Current Accounts. Term Deposits. Debit / Credit Cards. PG Products (Life Insurance / General Insurance / Mutual Fund / Retail Asset Products / Online Trading).2) Responsible for achieving monthly sales targets3) To fulfil KYC & Compliance norms.4) To reach out to High Net-worth Individuals.5) To increase the customer base by developing business relationships with current customers.Skills High Sales orientation for achieving numbers good convincing and Nego.

Punching of orders in terminal. Selling of mutual funds

Develop and strengthen relationships with both existing and potentialclients within the financial services sector.Assess client requirements and deliver customized financial solutions.Drive sales and meet business development goals through the promotionof financial products and services.Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns.Coordinate with internal departments to guarantee smooth and efficientexecution of client requests.Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings.Stay informed about industry trends, market dynamics, and competitoractivities.Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.

The Tellecaller will be responsible for maintaining effective communication with clients and supporting internal teams to ensure smooth operations. A client list will be provided, and the executive will be required to reach out to clients through calls, provide information about our financial services, and coordinate with the Debt and Back Office departments for client-related matters.Key Responsibilities:Contact clients from the provided list to share details about financial services.Maintain follow-ups and build client relationships.Coordinate with the Debt and Back Office teams for updates and issue resolution.Record client interactions and feedback for reporting purposes.Ensure timely communication and professional client handling.