Fresher Mutual Funds Sales Jobs

As a Relationship Manager in Wealth, you will play a crucial role in managing and growing client relationships in the investment sector. Your primary aim will be to deliver personalized financial solutions that meet the unique needs of each client.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients, ensuring regular communication and support to understand their financial goals.- **Investment Advisory:** Provide expert advice on investment opportunities and strategies tailored to clients' risk profiles and financial objectives.- **Portfolio Management:** Monitor clients' investment portfolios regularly, making adjustments as needed to optimize returns and achieve agreed-upon goals.- **Market Research:** Conduct thorough research on market trends and economic conditions to inform clients about potential investment strategies.- **Sales and Business Development:** Proactively identify new business opportunities to expand the client base, using networking and referrals to drive growth.- **Compliance and Documentation:** Ensure all client interactions and transactions comply with regulatory requirements, maintaining accurate records of your activities.**Required Skills and Expectations:**You should have strong interpersonal and communication skills to effectively engage with clients and build rapport. A background in finance, economics, or a related field is preferred, but not mandatory for candidates with a strong interest in wealth management. You need to display good analytical and problem-solving abilities to help clients make informed investment decisions. A proactive attitude towards learning and a willingness to adapt to market changes are essential to succeed in this role.

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

Position : Financial Service AssociateRole and Responsibility: To monitor closely the HL data and cross sell insurance (HDFC Life and Non Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing theentire account of customer. FSA to ensure to source customers family details, other general insurance details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint customer ownership at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of variousproducts (insurance, mutual funds etc)Always be well-groomed, and ensure your sales kit is organized and completeMaintain a company-first attitude and be respectful toward fellow colleagues, seniors , partners etcNote: Must have your own two-wheeler.Must be a graduate with experience in Insurance/FD/MF. Freshers Can also apply

Develop and strengthen relationships with both existing and potentialclients within the financial services sector.Assess client requirements and deliver customized financial solutions.Drive sales and meet business development goals through the promotionof financial products and services.Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns.Coordinate with internal departments to guarantee smooth and efficientexecution of client requests.Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings.Stay informed about industry trends, market dynamics, and competitoractivities.Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.

Key Responsibilities: Develop and strengthen relationships with both existing and potentialclients within the financial services sector. Assess client requirements and deliver customized financial solutions. Drive sales and meet business development goals through the promotionof financial products and services. Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns. Coordinate with internal departments to guarantee smooth and efficientexecution of client requests. Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings. Stay informed about industry trends, market dynamics, and competitoractivities. Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.Requirements: Excellent verbal and written communication skills with a confidentand professional attitude Strong interpersonal skills to build and maintain lasting clientrelationships Analytical thinking to understand client financial needs and suggestsuitable solutions

Job Title: Relationship Manager Stock Broking/Equity MarketsLocation: JodhpurExperienced Required: 0 - 2 years ( Freshers may apply)Department: Sales / Client RelationshipReports to: Sales Head / Branch ManagerSalary Bracket: 1.8 2.4 LPA (Fixed) + Performance-Based IncentivesJob Type: Full-TimeJob Summary:We are looking for a proactive and client-focused Relationship Manager to join our stock broking team. The ideal candidate will be responsible for acquiring new clients, managing relationships with existing clients, and helping them with their investments in equity, derivatives, mutual funds, and other financial products. A strong understanding of capital markets and a passion for client service are essential.Key Responsibilities: Client Acquisition: Identify and acquire new retail and HNI clients. Generate leads through cold calling, networking, and referrals. Conduct product presentations and demos to prospective clients. Client Servicing & Relationship Management: Act as the primary point of contact for assigned clients. Understand clients investment needs and risk profiles. Provide market insights, trading recommendations, and portfolio advice. Ensure high levels of client satisfaction and retention. Sales & Revenue Generation: Achieve monthly and quarterly sales and revenue targets. Cross-sell a range of investment products such as mutual funds, IPOs, bonds, insurance, etc. Promote usage of digital trading platforms and mobile apps. Market Knowledge & Compliance: Keep up to date with market trends, news, and regulatory changes. Ensure adherence to all compliance and regulatory guidelines of SEBI, exchanges, and internalpolicies. Maintain proper documentation of client onboarding and transactions.Requirements: Bachelors degree in Finance, Commerce, Economics, or related field. Some experience in stock broking, financial services, or wealth management. Freshers with a strong interest in stock markets and a willingness to learn are most welcome to apply.Comprehensive training and mentorship will be provided. NISM Certification (Series VIII: Equity Derivatives) Mandatory. Strong understanding of equity markets, technical and fundamental analysis. Excellent communication, interpersonal, and client servicing skills. Goal-oriented, self-motivated, and proactive.Key Skills: Client Relationship Management Equity and Derivatives Market Knowledge Sales and Business Development Financial Product Knowledge Communication and Presentation SkillsPerks and Benefits: Competitive salary with performance-linked incentives Exposure to capital markets and investment products Training and development opportunities Fast-track career growth for high performersAbout Company:Finsense Securities is a trusted franchisee of Motilal Oswal Financial Services Ltd., based in Jodhpur. With a strong focus on client-centric solutions, the firm provides a wide range of financial products and services to cater to diverse investment needs.The offerings include equity trading, commodities, derivatives, mutual funds, portfolio management services (PMS), insurance, and wealth management solutions. Backed by the robust research and technology platform of Motilal Oswal, Finsense Securities empowers investors with expert guidance, real-time insights, and advanced tools to make informed financial decisions.With a team of qualified advisors and years of experience in the industry, Finsense Securities is committed todelivering long-term value, transparency, and personalized financial strategies for individuals and businesses alike.If you're looking for a rewarding career opportunity with immense growth potential in the stock market industry, share your resume with us at hr.finsense@gmail.com.We're excited to connect with driven individuals like you!

Job Title: Virtual Relationship Manager Location: ThaneCertification: NISM Series V-A (Mutual Fund Distributors) or NISM Series VIII (Equity Derivatives) is mandatoryRole Overview:This role is responsible for managing the retail channel (MFD/IFA segment) of the mutual fund business through virtual/telephonic engagement. The candidate will drive business growth by managing distributor relationships remotely and providing support and product guidance via digital channels.Key Responsibilities:Manage and engage a portfolio of MFDs/IFAs through calls, emails, and virtual meetings.Drive mutual fund sales by providing product recommendations and market updates.Conduct virtual presentations and training sessions for distributors as needed.Track business performance, ensure follow-ups, and maintain relationship health.Stay informed about local market trends to guide distributor conversations.Take ownership of assigned partners and ensure consistent engagement and growth.Requirements:Minimum 1 year of experience in a VRM or tele-based role within BFSI.Must hold NISM 5A or NISM 8 certification.Strong communication, persuasion, and relationship management skills.Comfortable working in a fast-paced, target-driven environment.

Distribution of mutual funds in LIC

Sales through telecalling, business operation

Recruitment of Mutual Fund Distributor (Advisor), Business Development (Sales) of Insurance, Mutual Funds

We are hiring for 0-3 Years of experience candidates who is ready for Customer Service executive role for Belapur, Navi Mumbai location.A Customer Service Representative (CSR) is the first point of contact for any customer who has a question or an issue with a product or service the company sells. They have many responsibilities like answering inbound phone calls, addressing customers questions about products and services, and processing payments or returns.

Sales is an integral part of the bank's front line sales force.The Job involves extensive travelling within the assigned area and conducting market/customer mapping with the primary responsibilities mentioned below.1) To acquire New to Bank customers and pursue new business relationships by selling: Savings Accounts. Current Accounts. Term Deposits. Debit / Credit Cards. PG Products (Life Insurance / General Insurance / Mutual Fund / Retail Asset Products / Online Trading).2) Responsible for achieving monthly sales targets3) To fulfil KYC & Compliance norms.4) To reach out to High Net-worth Individuals.5) To increase the customer base by developing business relationships with current customers.Skills High Sales orientation for achieving numbers good convincing and Nego.

Dear Candidates We are hiring for Insurance interested Candidates Jobs. Company Axis Max life insurance Ltd Positions Team Leaders, Leads Generations Executive, Advisors Qualification 12th to Graduate Age limit No bar Earning Salary + Incentives Candidates who may be fresher & any sectors. Candidates can be directly call or submitted resumes on whatsApp 9319654238Thank you Kaushal singhContact 9319654238Company Axis Max Life Insurance Ltd

Position: Marketing ProfessionalCompany: RB Integrated Solutions LLPLocation: Remote (Work from Home)Employment Type: Full-timeExperience: Freshers or candidates with 1 to 2 year of experienceJob Overview: We are looking for a young ,Dynamic and self motivated people who are responsible to generate business for online training programs, insurance , Mutual funds and other and other financial services. This is an excellent opportunity for freshers or those with 1 to 2 year of experience preferably insurance background looking to advance their career in a remote, work-from-home environment.Skills and Qualifications:Goal orientedSelf MotivatedAbility to Close sales.Strong organizational and time management skills to handle multiple projects simultaneously in a remote work setting.Ability to work collaboratively with a remote team and adapt to feedback constructively.Good Communication SkillsPreferred Qualifications:Knowledge of financial markets, investment strategies, or related topics is a strong plus.Experience with Insurance, Mutual fund Background will be preferred.Why Join RB Integrated Solutions LLP?Work remotely from the comfort of your home.Collaborate with a passionate and innovative team in the financial education sector.Be a part of RB Integrated Solutions LLP and help us empower individuals to achieve their financial goals through impactful and educational content!Job Type: Full-timePay: 8,000.00 - 15,000.00 per monthSchedule:Day shiftSupplemental Pay:Commission payPerformance bonusYearly bonusExperience:total work: 1 year (Preferred)Marketing: 1 year (Required)Willingness to travel:25% (Required)Work Location: In person

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

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

We have vacant of 5 Calling Executive Jobs in Delhi for Freshers Educational Qualification : Higher Secondary Skill telecommunication,Convincing Power, Share Market,Equity Analyst,Mutual Funds Sales etc.

Direct Responsibilities Acquire customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects

Experiance in sales of trading and demat account, mutual funds and client acquisition

Develop and strengthen relationships with both existing and potentialclients within the financial services sector.Assess client requirements and deliver customized financial solutions.Drive sales and meet business development goals through the promotionof financial products and services.Serve as the primary liaison for clients, ensuring timely resolution oftheir queries and concerns.Coordinate with internal departments to guarantee smooth and efficientexecution of client requests.Identify and capitalize on opportunities for cross-selling and up-sellingrelevant financial offerings.Stay informed about industry trends, market dynamics, and competitoractivities.Participate in client meetings and coordinate effectively to maintainstrong engagement and trust.

The Tellecaller will be responsible for maintaining effective communication with clients and supporting internal teams to ensure smooth operations. A client list will be provided, and the executive will be required to reach out to clients through calls, provide information about our financial services, and coordinate with the Debt and Back Office departments for client-related matters.Key Responsibilities:Contact clients from the provided list to share details about financial services.Maintain follow-ups and build client relationships.Coordinate with the Debt and Back Office teams for updates and issue resolution.Record client interactions and feedback for reporting purposes.Ensure timely communication and professional client handling.