Mutual Funds Job Vacancies in Indore

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

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.

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

Experiance in sales of trading and demat account, mutual funds and client acquisition

Roles and Responsibilities :* New client acquisition for Trading and Demat account* Revenue generation through brokerage* Cross selling of investment products, Equity and Advance brokerage product (as per clients needs)* Maintaining client relationship* Remain update about the latest investment products and market trend* To guide the client about the suitable investment / trading products as per clients profile* To ensure the achievement of Acquisition Targets of HNI clients, Retail clients* No Field workQualifications & Experience:* Any Graduate/Any Postgraduate* Age not more than 35 Years* Experience in Securities/Advisory/Broking will be an added advantageSkills :* Should have depth knowledge of all financial products* Should be target oriented* Should have good communication, presentation and interpersonal skills* Should have good telemarketing skills* Should be self-initiative* Remain updated about the present market scenario and financial market products and trends* Should have the zeal to help clients in achieving their financial goals

Working over Mutual Funds , Insurance , bonds , PMS & AIF Interacting with clients and portfolio designing Taking ownership of client deliverables from beginning to end Maintaining client relationship Back office operational work

We are looking for 25 Relationship Executive Posts in Patna, Bihar,Ranchi, Jharkhand,Bhopal, Madhya Pradesh,Jabalpur, Madhya Pradesh,Indore, Madhya Pradesh,Bhubaneswar, Odisha,nism,Mutual Funds Sales,Amcs, with deep knowledge in nism,Mutual Funds Sales,Amcs and Required Educational Qualification is : Other Bachelor Degree, M.B.A/PGDM, M.Com

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in