Array ( [0] => mutual-funds-sales [1] => mumbai ) Mutual Funds Sales Fresher Jobs in Mumbai | Latest Vacancies
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Mutual Funds Sales Fresher Jobs in Mumbai

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Hiring Freshers || Telecaller

Wishngain Financial Services Llp

  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Bhandup West Mumbai
Marketing Communication Sales Call Insurance Sales Executive Mutual Funds Sales
Sales through telecalling, business operation
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Looking For Wealth Manager

Analah Capital Pvt Ltd

Mutual Funds Sales Insurance Sales Private Equity
Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36
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Investment Counsellor

Expertia AI

Mutual Funds Sales Field Sales Investment Counsellor Walk in
Roles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggestschemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new clients and Increase engagement of existing client by providing complete financialplanning solutions. Establishing strong relationships and communication with clients.Desired Profile: Graduate or Above Preference to NISM Certified candidates with experience in managing Retail/HNI Should have a good understanding of wealth management products like Mutual funds, Insurance,Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc. Good communication & interpersonal skills are a must.
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Area Sales Manager

Epic JobsWright

Marketing Retail Sales Area Management FMCG Sales Mutual Funds Sales Insurance Sales Banking Sales Sales Executive Agency Sales Walk in
JD 1. Managing the existing agents and Recruitment of the New agents 2. Planing and devising the local scheme and engagement program for Agents 3. Ensuring the agent productivity and activation4. Training and agent life cycle management 5. Brand development by conducting road shows 6. Ensure Nil discrepancy and high customer service satisfaction 7. Ensuring meeting of the targets month on Month basis assigned to SM* Key relationship/ customers* External Customers - IMDs (Life Insurance, Health company, Mutual funds) Housing socities and retail customers * Internal Customers - Sales Team, Operations Team, Finance Team, HC Team, Underwriting Team, Claims Team
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Insurance Advisor

LIC Of India

  • 0 - 1 yrs
  • Fort Mumbai
Direct Marketing Life Insurance Insurance Sales Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home Walk in
An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%Make use of your marketing skills and earn more than your salary. Limited seats. Contact soon.
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LIC Agent

LIC OF INDIA

Communication Skills LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Walk in
JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets
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Insurance Executive (Female)

Marsonline Financial Securities

  • 0 - 2 yrs
  • 1.8 Lac/Yr
  • Vile Parle Mumbai
Marketing Communication Skills Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Follow up with Clients for renewal Follow up with clients for Health checkup benefit & OPD benefit Guide clients during claims & coordinating with appropriate authorities in the Company Issuing Policies Preparing quotes Understand existing products & keep updated about new products launched Generate leads Cross sell to existing clients Maintain & increase relationship with new and existing clients Corporate sales
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Sales Executive

computer age management services pvt ltd

Channel Sales Channel Management Direct Sales Mutual Funds Sales Customer Care Agent Customer Service Advisor Financial Advisor Investment Advisor Sales Advisor Sales Associate Sales Assistant Sales Marketing Executive Business Development Executive Sales Executive Business Development Associate
Job Location :- Navi Mumbai_BelapurJob Role :- 1. Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance, suggesting better investment options. helping them to expand their portfolios.2. Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.3. Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc. 4. Give information regarding current market trend and guide investors for investment procedure. 5. Connect to investors through Inbound & Outbound calls.Professional Skills, Criteria & Benefits :- Excellent command on English is must.Both Freshers & experience can applyTelecalling experience in Mutual Fund Domain is a added advantage.Opportunity to work with Corporate Clients.Get product training & Soft skill training, etc.Reference Code :- Ankita CAMS HRInterested candidates can Walk-in with their updated resume on below mentioned details. Contact details :-Feel free to contact if any query Regards,Ankita SoniCAMS HRD
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Insurance Executive

National Institute of Investment Learning

Communication Skills Marketing Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Promotion and marketing of Insurance Products of Kotak Life Insurance in Mumbai & Region .The Selection process involves Personal Interview, KYC Verification, Undergoing Insurance Training and Clearing the IRDA Exam
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Life Insurance Advisor

LIC

Direct Marketing Sales Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
Hiring for 25 Life Insurance Advisor Jobs in Mumbai,Navi Mumbai,Dadar Mumbai,Thane,Andheri Mumbai,Borivali Mumbai,Kurla Mumbai,Palghar for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Direct Marketing,Sales,Communication Skills,Life Insurance etc.
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Insurance Advisor

Team FALCON Financial Services

Good Communication Skill Insurance Broker Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Life Insurance Advisor Life Insurance Agent
Insurance advisors represent insurance companies and sell the insurance products offered by such companies to their clients. ... As such, insurance advisors sell insurance policies and, as a compensation for their services they earn a commission on each policy that they sell.
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LIC Agent

LIC OF INDIA

Communication Skills Sales Marketing LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Walk in
JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets
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LIC Agent

LIC OF INDIA

LIC Agent LIC Advisor Insurance Sales Insurance Agent Life Insurance Advisor Life Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
JOIN US PART TIME/FREE TIME Work with Number 1 insurance companyCommission basis Job available as well as salary base job is available Do visit us on
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Insurance Agent

LIC Of India

Direct Marketing Sales Insurance Agent Insurance Advisor Mutual Funds Sales Financial Advisor Insurance Consultant Work From Home
An opportunity to work as per your own choice.. Get additional benefits like Mediclaim, Group Insurance, 2 and 4 wheeler Free Loan (interest free), Housing loan at 5%
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