Array ( [0] => mutual-funds [1] => surat ) Mutual Funds Jobs in Surat,Mutual Funds Job Vacancies in Surat Gujarat
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Mutual Funds Job Vacancies in Surat

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Opening For Customer Relationship Manager

Torin Wealth Management

  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Surat
Customer Relationship Customer Service Customer Handling Mutual Funds Sales Mutual Funds Insurance
We are looking for a Customer Relationship Manager to join our team in Surat. In this role, you will be responsible for building and maintaining strong relationships with our customers. Your experience in customer service and relationship management will be crucial to our success.**Key Responsibilities:**- **Manage Customer Accounts:** Maintain detailed knowledge of customer needs and preferences to ensure that we meet their expectations and build loyalty.- **Respond to Inquiries:** Address customer questions and concerns promptly, providing clear and helpful solutions to enhance their experience.- **Develop Strategies:** Create and implement strategies to improve customer satisfaction and engagement, ensuring that our services meet their evolving needs.- **Monitor Feedback:** Collect and analyze customer feedback regularly to identify areas for improvement and to gauge customer satisfaction levels.- **Collaboration with Teams:** Work closely with sales, marketing, and product teams to ensure a seamless experience for customers and to communicate their needs effectively.**Required Skills and Expectations:**The ideal candidate should have a Bachelors degree in Business Administration or Commerce. You should possess strong communication and interpersonal skills, enabling you to build rapport with clients effectively. A minimum of 1 to 3 years of experience in customer relationship management or a related field is expected. You should be proficient in using CRM software and comfortable analyzing customer data. Additionally, a problem-solving attitude and the ability to work independently are essential for success in this role.
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Hiring Fresher Business Development Executive (Male)

KA Group of Companies

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Surat
Good Communication Skills Team Work Sales Equity Sales Mutual Funds Sales Insurance Sales
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
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Urgent Requirement For Wealth Manager

Mehta Wealth

  • 1 - 7 yrs
  • Surat
Mutual Funds Communication Skills Investment Products Financial Products Stock Broking Problem Analysis
Key Responsibilities1. Build and manage a portfolio of HNI and UHNI clients.2. Understand client financial goals and provide suitable investment solutions.3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.4. Regularly review client portfolios and recommend rebalancing as per market conditions.5.Acquire new clients through referrals, networking, and business development activities.6. Ensure compliance with regulatory requirements and internal policies.7. Maintain strong relationships with product partners and internal teams.8. Prepare reports, presentations, and investment proposals for clients.9. Stay updated with market trends, economic developments, and new financial products.Required Skills & Competencies1. Excellent communication and relationship management skills.2. Strong knowledge of financial markets and investment products.3. Strong analytical and problem-solving abilities.4. Client-centric approach with a sales and advisory mindset.5. Ability to work independently and meet targets.
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Business Development Executive (1-2 Years)

Prolegion Private Limited

  • 1 - 2 yrs
  • Surat
Communication Skills Sales Skills Mutual Fund Sales Equity Sales
Job Title: Business Development Executive (BDE)Experience: 1-2 YearsLocation: SuratEmployment Type: Full-timeAbout the jobResponsibilitiesManaging existing clients & Inactive clients .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.Support clients in dealing with Mutual fund software.Collection of necessary documents from clients.Calling clients and ensuring product sale as well as delivery to client.We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:Excellent communicationFamiliar with Mutual fund & Insurance proceduresKnowledge of Indian Mutual Fund & Insurance industryInteracting in a friendly and professional manner with customers.Have basic knowledge of general insurance policiesAbility to work with computers and understandGoal and target orientedExcellent skills in communication and presentationExperience in delivering client-focused solutions and in creating long-lasting relationships
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Jobs by Related Category

Business Development Executive [BFSI]

Sunshine Manpower Solution And Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Surat
Loan Operations Mutual Funds Sales Insurance Sales Wealth Management Financial Inclusion Project Finance Good Communication Skills Negotiation Skills
Job Title: Business Development Executive (BFSI)Location: Surat, GujaratExperience : 13 years of experience in BFSI sales preferred .Key Responsibilities:Identify, acquire, and manage clients for financial products such as:Loans (Personal, Home, Business, etc.)Mutual Funds & SIPsInsurance (Life, Health, General)Retirement Planning solutionsWealth Management servicesBuild and maintain strong client relationships through regular follow-ups and financial advisory.Understand customer financial needs and provide appropriate product solutions.Achieve monthly/quarterly business targets as per company goals.Conduct financial planning discussions and guide clients with suitable investment options.Stay updated with market trends, regulatory changes, and BFSI industry developments.Maintain proper documentation and ensure compliance with company and regulatory guidelines.Qualifications & Skills:Graduate / Postgraduate in Finance, Commerce, Business, or related field.Good knowledge of financial products, investment planning, and wealth management.
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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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Opening For Equity Dealer

Anvtech

Stock Broking Stock Market Mutual Funds Share Trading Equity Sales
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)
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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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Jobs by Popular Location

Bancassurance Executive ( Life Insurance)

ConnectIN Jobs Global

Life Insurance BFSI Banking Insurance Life Insurance Sales Banca Sales Bancassurance Manager Agency Development Manager Mutual Funds Sales Loan Sales Executive Agency Sales Credit Cards Field Sales Sales 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.Bancassurance JD :Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
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Relationship Manager - Mutual Fund

Market - Hub stock broking pvt.ltd

  • 2 - 4 yrs
  • Majura Gate Surat
Sales Advisor Relationship Manager Customer Relationship Customer Care Client Relationship Management Customer Service Customer Support
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.
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Share Broker

Agarwal Job Placement

  • 2 - 4 yrs
  • 3.5 Lac/Yr
  • Surat
TYPING SKILLS Mutual Funds IPO Management Share Broker Stock Broker Walk in
Buying and selling shares, stocks, and other securities on behalf of investors.Analyzing and interpreting financial reports. ...Advising clients on investment strategies. ...Managing the investment portfolio of investors.Following the latest trends and news in the stock market.
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Enrollment Councilor (Female)

Growthinvesting Pvt. Ltd.

Educational Sales Equity Sales Online Sales Tele Sales Manager Tele Sales Officer Tele Caller Tele Counselor Tele Marketing Executive Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Management Customer Manager Customer Relationship Market Analysis Market Forecasting Derivative Market Investment Planning Investment Strategies Investment Analysis Investment Management
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.
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