Array ( [0] => mutual-funds [1] => kolkata ) Mutual Funds Jobs in Kolkata,Mutual Funds Job Vacancies in Kolkata West Bengal
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Mutual Funds Job Vacancies in Kolkata

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Looking For Investment Counsellor

Money Beans Services Pvt Ltd

  • 3 yrs
  • Kolkata
Investment Planning Investment Analysis Investment Strategies Mutual Funds Sales AIF PMS Portfolio Analyst Relationship Manager
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.
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Wealth Manager - Kolkata

Eureka stock & brokerage

  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Kolkata
Marketing Stock Broking Mutual Funds Sales
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.
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Equity Advisor

Omega Wealth Management

  • 2 yrs
  • 9.5 Lac/Yr
  • Kolkata
Asset Allocation Industry Knowledge Performance Evaluation Risk Assessment Financial Modeling Financial Analysis Investment Strategies Communication Skills Equity Broking Equity Dealer Equity Trader Share Trading Share Broker Mutual Funds Sales Market Trends Analysis Stock Selection Risk Management Portfolio Management Client Relationship Management Regulatory Compliance
Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.
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Walk-in Customer Care Associate

Starlite Consultancy

  • Fresher
  • 2.8 Lac/Yr
  • Kolkata South Kolkata
Outbound Sales Customer Relationship Good Communication Health Insurance Mutual Funds Sales General Insurance
Job Role:- Sales Officer (SO) / Customer Care Associate (CCA)- Field work involves promoting and selling Axis Bank's products, including:- Savings and Current Accounts- PG Products (Life Insurance, Health Insurance, General Insurance, Mutual Funds, etc.)- Term Deposits- Debit/Credit CardsEligibility Criteria:- Education: Graduation degree mandatory- Age: 20-27 years- Male/Female Candidates: Both can apply- Driving License: Mandatory for male candidates, not required for female candidatesSalary:- 18,000 - 22,000 per month (CTC)Interview Details:- Date: August 14, 2025- Location: Various Axis Bank branches in Kolkata (listed below)Preferred Locations:- GAP Tollygunge- CIT Road, Kolkata- New Alipore- Sarat Bose Road, PB Branch- Survey Park, Kolkata- Boral Paddapukur- Jadavpur- Maniktala- Thakurpukur- Akra Fatak Metiabruz, Kolkata- Narkeldanga Charu Market- Park Street- Pallisree- Madurdaha- Ultadanga- Ballygunj Phari- Kudghat- Baghajatin- Silpara- Behala- Elliot Road- Jodhpur Park- Manoharpukur- Bhawanipur- Bakultala- B L Saha Road- AJC Bose Road- Mahatma Gandhi Road- Gurusaday Road- Mukundapur- Kolkata BarishaHow to Apply:- Send your updated resume via WhatsApp with Axis Bankmentioned.
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Customer Support Executive

Globiva Services Pvt Ltd

  • 1 - 5 yrs
  • 1.3 Lac/Yr
  • Kolkata
Customer Communication Customer Relationship Customer Support Loan Officer Mutual Funds Stock Market Collections Recovery Data Collection
Good communication in english.Having experience in customer service.Any experience in bank domain.Knowledge of stock market is additional
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Urgent Requirement For Relationship Manager Wealth Management

Seven Sages Consultancy and HR Services

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kolkata
Mutual Funds Sales
Job Title: Relationship Manager Location:Dalhousie,KolkataIndustry: Mutual Fund Distribution and wealth managementSalary: 15k 20k Monthly (Negotiable)Experience: 06 Months 1 Year Experience Responsibilities:1.Follow up with existing clients and creating new clients 2.Meeting prospects 3.Meeting with corporate clients4.Arrange investor education session5.Development and presentation of the financial analysis to the clientQualification: 1.Excellent written and verbal communication skills2.12th pass or Minimum Bachelor's Degree in any discipline.3.Hands-on experience with MS Office, specially Microsoft Excel.Interested candidates may share their updated resume throughEmail id: soumadeep@sevensagesconsultancy.com / info@sevensagesconsultancy.com or WhatsApp: 9007526401/9123856117
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Opening For Relationship Manager

Bwise Solutions

HNI Acquisition Portfolio Management HNI Client Handling Mutual Funds
Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products
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Equity Dealer / Kolkata

Lead Management Consultancy

  • 1 - 7 yrs
  • 7.0 Lac/Yr
  • Kolkata
Equity Dealer Stock Broker Equity Advisor Stock Market Mutual Funds Advisor
Job descriptionGreeting from LMCDesignation - Deputy Manager, Manager and Sr. Manager.Role Type - Individual ContributorEligibilityMinimum of 2 years of experience as a Equity Dealer/trader in a broking firm.Certified in NISM/NCFM VIII certificate is Mandatory.Must have a sound understanding/knowledge of capital markets.ResponsibilitiesManaging financial portfolios of and on boarding High net-worth individuals and Corporate ClienteleResponsible for identifying customer needs, assessing their risk appetite and providing them investment options.Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioAttain maximum reach of investment ideas/stock calls initiatedAchieve healthy revenues without compromising on clients profitabilityEnsure active management of clients & achieve the target active AUMHave clear focus on client miningAssist in new client acquisition, building new relationships and increasing depth in existing relationshipsConduct regular Client Meetings & update the same in the meeting trackerKeep abreast of the market news, financial trends and current affairs
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Urgent Requirement For Corporate Banking

BANKING MANAGEMENT Service

  • 0 - 1 yrs
  • 5.5 Lac/Yr
  • Kolkata
Corporate Finance Stock Broking Business Banking Private Banking Mutual Funds
Hiring for 10 Corporate Banking Jobs in Kolkata, for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Corporate Finance,Stock Broking,Business Banking,Private Banking,Mutual Funds etc.
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Sales Executive

Hire Career Maker

Corporate Sales Insurance Sales Banking Executive Stock Exchange Loan Officer Mutual Funds Sales Work From Home
Job Position: Part-Time Business Development/ Sales Executives Requirements : 1. Must be 25 years of Age 2. Must have Business Development/Sales experience in BFSI ( Banking / Financial Services ) 3. Should know cold calling 4. Should be available to spend 4-5 Hours /day ( 10 AM to 7 PM ) Job type: Part Time ( Work from Home ), 5 Hours/Day Salary: Rs 8,000 / Monthly ( incentives on achieving Targets ) Leads: To be provided by the Company & self-referrals are preferred Location: Anywhere in India
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Mutual Fund Sales

shine capital advisors pvt ltd

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Kolkata
Mutual Funds Sales Financial Sales
We are Looking for Candidates Having Experience in Sales & Distribution of Mutual Funds.
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Mutual Fund Sale - Kolkata

shine capital advisors pvt ltd

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Kolkata
Mutual Fund Sale Financial Sales
we are urgently looking for Mutual Fund Sales Executive. mobilizing fixed income products by meeting with corporate and HNI clients.
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Mutual Fund Office Job- Finance Executive

Mutual Fund

  • 1 - 2 yrs
  • 4.3 Lac/Yr
  • Kolkata
Mutual Fund Knowledge Finance Executive
BNP ParibasDepartment - Mutual fundLocation - Kolkata (6), Purnea(1)Qualification - Graduate or above Salary - 25k to 35k NTHExperience - NISM certified, Mutual fund knowledgeMale and Female both can applyInterview round - Telephonic and f2f
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DM/RM- Sales

Augmented Resourcing Pvt Ltd

Sales Insurance Mutual Funds Casa Real Estate Sales Executive
Greetings From Augmented Resourcing!We are actively Hiring for Sales Professional for No.1 company India's Life insurance industry in the private sector. Designation - DM/RMExperience - 6 months to 3 yrsLocation - pan indiaCTC - As per Industry ( Fixed + Attractive Incentives)KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationships with the allocated customer base.Ensure retention of in his/her allocated Book of Relations (existing customer database).Act as a single point of contact for customers for any customer query/complaint.Identify financial goals of customers and provide financial planning assistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per the campaign SalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsSalesFocus on cross-sell & up-sell opportunities in allocated customers.Ensure successful completion of licensingBasic Computer Knowledge.Desired Qualifications:1 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life InsuranceMust own a conveyanceIn case you are interested please revert with your updated resume and other basic information.Current CTC-Expected CTC-Notice Period-Total Years of Experience -Note: If in case you are not available or interested, please feel free to refer your friend or colleague who might be interested in the same.
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Senior / Relationship Manager For Broking Sector

Job Revolution

Equity Sales Lead Generation Equity Broking Mutual Funds Sales PMS Relationship Manager
Job Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect.Providing clients with advices 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 expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds and all the products promoted by the company
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B2B Mutual Fund Client Portfolio Acquisition (Manager)

Waytogo Consultants Pvt Ltd

  • 3 - 6 yrs
  • 10.0 Lac/Yr
  • Kolkata
Mutual Funds Sales Banca Sales Mutual Funds Banca Channel B2B Sales Mutual Fund Adviser
Managing Relationship with Bank Branch.Providing sales support to assigned banks and complain handlingCoordinating with BMs for maximum allocation in Mutual Fund Products.Promoting Portfolio Management Services in Wealth segment of the banks.Build relation with the RM's in the bank & push them them to cross sell MFResolving customers complaints & ensuring customer satisfaction and providing counter sales services to customers as per customers requirements.
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Field Sales Officer - (Bancassurance/Agency/Direct - Life Insurance)

ConnectIN Jobs Global

Sales Insurance Agent Mutual Funds Nbfc Loan Executive Microfinance Financial Services Sales Consultant Field Executive Walk in
Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender
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Equity Relationship Manager

Bhansali Value Creations Pvt Ltd

  • 1 - 5 yrs
  • 1.8 Lac/Yr
  • Park Street Kolkata
Equity Relationship Manager Equity Mutual Fund Relationship Insurance Sales Insurance Agent
Job Openings for 05 Equity Relationship Manager Jobs with minimum 1 Year Experience in Park Street, having Educational qualification of : Diploma,Professional Degree,Other Bachelor Degree,B.C.A,B.B.A,B.Com with Good knowledge in equity relationship manager, equity, mutual fund, insurance experienced preferred. etc.
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Relationship Manager

Ethic Corporate Solutions

  • 2 - 8 yrs
  • 4.0 Lac/Yr
  • Kolkata
Stock Broking Mutual Fund Investment Plan Financial Advisor Walk in
To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.
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Bancassurance Managers - Life Insurance

ConnectIN Jobs Global

Banking Insurance Insurance Sales Financial Services Casa Mutual Funds Sales Incharge Loans NBFC Microfinance Walk in
Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.
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Branch Manager

GIPS Consultancy Services

Retail Branch Banking Branch Administration Portfolio Analyst Current Account Saving Account Life Insurance General Insurance Retail Sales Branch Banking CASA Mutual Funds
To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.
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Acquisition Wealth Manager (Associate/SR. Associate)

Waytogo Consultants Pvt Ltd

  • 3 - 9 yrs
  • 20.0 Lac/Yr
  • Kolkata
Cross Selling Aquisition Mutual Fund Sale Third Party Product
Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that product suite is in line with (or ahead of) competing banks.These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand.Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.
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