Array ( [0] => mutual-funds [1] => janakpuri-delhi ) Mutual Funds Jobs in Janakpuri,Mutual Funds Job Vacancies in Janakpuri Delhi
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Mutual Funds Job Vacancies in Janakpuri

Opening For Financial Planning Advisor

Angel One

  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Janakpuri Delhi
Equity Analysis Stock Market Share Trading Mutual Funds Mutual Funds Sales Insurance Good Communication Skills
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Insurance Consultant

Kotak Life

  • 1 - 6 yrs
  • 9.0 Lac/Yr
  • Janakpuri Delhi
Team Management Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Urgent required Insurance advisor for Kotak Life with hight commission and income , friendly atmosphere
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Urgent Requirement For Financial Advisor

Angel One

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Janakpuri Delhi
Financial Services Financial Planning Corporate Finance Financial Consultancy Stock Market Equity Advisor Mutual Funds Sales Stock Analysis Finance
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Relationship Manager For Mutual Fund Distribution

Prime Capital Services Private Limited

  • 1 - 3 yrs
  • Hauz Khas Delhi
MS Office Powerpoint Microsoft Excel Relationship Manager Customer Relationship Client Relationship Customer Care Banking Sales Casa Insurance Sales Customer Service
We are among the leading mutual fund distributors in India, managing 850 cr of mutual Fund AUMThe requirement is as follows1. Graduate/MBA/CFP2. At least 2 year experience of working with Mutual Fund distributor as a relationship manager3. Excellent command over Excel/Word/PowerPoint4. Good command on EnglishSalary: As per industry norms. Location: Hauz Khas, New Delhi
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Operations Executive - Mutual Fund - Sector 47,Gurgaon

Capital Placement Services

  • 1 - 6 yrs
  • 4.5 Lac/Yr
  • Gurgaon
Mutual Funds Banking Operations Operation Executive Insurance
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
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Hiring For Mutual Fund Sales/client Relationship Manager

JOB24by7 Recruitment Consultancy Services

  • 2 - 5 yrs
  • Female
  • Delhi
Mutual Funds CRM Sales Tracking Lead Management Pipeline Regulatory Framework MS Excel Communications Negotiation Networking Skills Time Management Adaptability
We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.
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Mutual Fund Back Office Executive

Money Compound

Zoho CRM zOHO Mutual Funds Microsoft Excel English Verification Process Back Office Processing
Position: Mutual Fund Back Office Executive Location: Noida, Sector 62 Employment Type: Full-timeJob Summary: The Back Office Operations Executive will be responsible for overseeing and managing mutual fund operations and processes. This role involves accurate and timely processing, record-keeping, and reporting of mutual fund transactions. The candidate will ensure that all operations comply with regulatory requirements and company policies.Key Responsibilities:Transaction Processing: Handle the accurate and timely processing of mutual fund applications, redemptions, transfers, and other related transactions.Record Maintenance: Maintain and update client data and transaction records in the companys database with high attention to detail.Compliance: Ensure that all operations comply with applicable regulatory standards (e.g., SEBI regulations) and internal company policies.Reporting: Prepare daily, weekly, and monthly reports related to mutual fund operations for management and compliance purposes.Reconciliation: Conduct regular reconciliation of fund transactions and balances with custodian records and other relevant data sources.Client Support: Assist with back-office support by addressing inquiries related to mutual fund operations, ensuring timely responses to client or internal stakeholder requests.Process Optimization: Identify areas of improvement in operational processes and assist in implementing enhancements to increase efficiency and accuracy.Collaboration: Coordinate with other departments (e.g., front office, IT, compliance) to ensure seamless operations and effective communication.Audit Preparation: Assist in preparing for internal and external audits by maintaining accurate records and documentation.Qualifications:Education: Bachelor/ Master degree in Commerce, Finance, Business Administration, or a related field.Experience: 2-4 years of experience in mutual fund operations or a similar back-office role within the financial services industry.Skills:oStrong knowledge of mutual fund processes and regulatory requirements.oProficiency in MS Office applications, particularly Excel/ Google Sheet/ CRM.oFamiliarity with financial software and database management.oExcellent analytical and problem-solving skills.oAttention to detail and ability to manage multiple tasks simultaneously.oEffective communication and interpersonal skills.Compensation: Competitive salary and benefits package, commensurate with experience and qualifications.This role is ideal for candidates looking to leverage their expertise in mutual fund operations and enhance their career within a reputable financial institution in Noida.
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Hiring For Mutual Fund Sales/Client Relationship Manager

JOB24by7 Recruitment Consultancy Services

  • 2 - 5 yrs
  • Delhi
Sales & Business Development Client Relationship Management Mutual Fund Product Knowledge Negotiation Skills Interpersonal Skills CRM Software Proficiency Regulatory Knowledge Presentations Presentation Skills
We're seeking a results-driven Mutual Fund Sales to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.
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Jobs by Popular Location

Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
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
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Relationship Manager For Mutual Fund Distribution Firm in Gurgaon

Capital Placement Services

  • 2 - 8 yrs
  • 3.5 Lac/Yr
  • Gurgaon
Product Selling Selling SIP Mutual Fund Financial Marketing Walk in
Key Responsibilities:The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied and adequately taken care of while making a purchase. This way, they can establish new accounts for their employer.The candidate should be able to Understand the financial products of the company.Go and sell the products.Having knowledge of Mutual Fund , SIP.Good Communication Skills, basic knowledge of Financial Market.Salary- 25-30K monthlyAddition Benefits- Incentives & Fuel
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