Mutual Funds Job Vacancies in Navsari

Good Knowledge of terminal operator , Client base trading ,Good Knowledge of Equity mutual fund, client Meeting

Job Title: Equity Dealer Stock BrokingLocations: Surat, Ahmedabad, Rajkot, MumbaiJob Description:We are seeking a skilled and proactive Equity Dealer to join our team. The ideal candidate will be responsible for executing trades, providing investment recommendations, and ensuring seamless trading experiences for clients. This role demands strong market knowledge, client interaction skills, and the ability to perform under pressure.Key Responsibilities: Execute buy/sell orders for clients with accuracy and speed. Communicate trading calls and investment ideas effectively to clients. Achieve brokerage revenue targets and promote cross-selling of financial products. Maintain strong relationships with clients and provide ongoing support. Monitor market trends, stock movements, and trading activities to advise clients. Ensure compliance with regulatory guidelines and company policies.Required Candidate Profile: Must hold NISM Series 8 (Equity Derivatives) Certification. Minimum 1 year of experience as an Equity Dealer in the Stock Market. Ability to work efficiently in a high-pressure, fast-paced trading environment. Strong analytical skills and knowledge of financial markets. Excellent communication and client-handling abilities.Please Note Targets: 5 KYC (Know Your Customer): Acquire 5 new clients. Each client should have a trading margin (funds available for trading) of 50,000 to 1,00,000. 3x Revenue of Salary: Generate revenue that is three times your current salary. TPP (Third Party Products): Focus on selling the following Third Party Products:o Insurance, Term Plan, IAP (Investment Advisory Platform), PMS (Portfolio Management Services)

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

1. Acquire quality clients through networking, database, market intelligence and references from existing clients.2. Generate Cross Sell revenue through Financial Planning. 3. Promote Focus Product of the month. 4. Maintain records of business on internal software. 5. Induct new clients to the Central Dealing Desk for smooth interaction and services. 6. Liaison with Central Dealing Desk for revenue generation and query resolution. 7. Conduct activities for Client Acquisition and Financial Planning. 8. Ensure compliance as per various regulator and organization guidelines. 9. Maintain the brand image of the organization. 10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.