Mutual Funds Sales Job Vacancies in Delhi NCR

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

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

We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.

Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.

Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Job Summary:We are looking for an enthusiastic Mutual Fund Sales Executive to drive sales of our investment products. You will be responsible for building and managing client relationships, converting sales leads into sales opportunities, and ensuring high levels of customer satisfaction. This is a client-facing role that requires both product knowledge and strong interpersonal skills.Key Responsibilities:Sales & Business Development: Generate new business by promoting mutual fund products to prospective clients.Client Relationship Management: Build and maintain relationships with retail clients.Product Knowledge: Stay updated on various mutual fund products, market trends, and financial planning strategies to provide relevant solutions.Target Achievement: Meet monthly and quarterly sales targets, contributing to the overall growth of the business.Cross-Selling: Offer other financial products like SIPs, STP etc., alongside mutual fund investments.Reporting & Documentation: Maintain accurate client records, reports, and updates on sales activities.Requirements:Experience: 1-3 years of experience in financial products sales (preferably in mutual funds, insurance, or banking).Education: Graduation (B.Com/BBA/Finance preferred). MBA/PGDM is a plus.Skills:Strong communication and negotiation skills.In-depth knowledge of mutual fund products and financial markets.Ability to build and maintain client relationships.Self-motivated with a target-driven mindset.Ability to work in a fast-paced, competitive environment.Certifications: NISM-Series V-A (Mutual Fund Distributor) certification is preferred.Benefits:Competitive Salary with performance-based incentives.Training & Development programs.Growth Opportunities in a fast-growing organization.

Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills

Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsGrade: M3 / M4Years of Exp: 3 to 9 yrsRoles:1. Work closely with the branch team to reach out to high priority and affluent clients.2. Understand client needs and offer comprehensive wealth management solutions,including investments, insurance, PMS/AIF and structured products.3. Achieve AUM and revenue targets through cross-selling investment products to exitingclients4. Ensure high standards of client servicing and compliance with internal and regulatoryguidelines.5. Keep updated on market trends, investment products, and global financial news.6. Proactively identify new business opportunities within existing and potential clients.7. Participate in marketing and client engagement events.

Looking for Experienced Real estate Sales Executives for my Real estate Company

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

Required Private Wealth Banking,Experience required in Wealth RM,MF,PMS,AIFCandidate should be catchment area,proper knowledge in wealth products,handling HNI & Ultra HNI clientsExperience required min 8 years in same wealth segmentsLocation - Gurgaon,Delhi/NCRInterested candidate share your cv this email id amandeepkaur@bharticonsultants.inor Whatsapp 7888603008

Must have in casa , mutual fund, portfolio

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

Conduct outbound calls to potential clients to promote our financial advisory services. Provide detailed information about various financial products and services like Insurance, Mutual funds etc Achieve daily and monthly targets for calls and conversions Maintain a database of client interactions and follow up on leads. Collaborate with the sales & operations team to ensure seamless client onboarding.Experience & qualification: Graduate / Post Graduate in Finance with a minimum of 6 months of experience in tele calling or outbound sales. Required Skills Candidates with Excellent communication and interpersonal skills. Good Understanding of financial instruments such as Insurance or mutual funds. Pleasing Personality and well behaved. Ability to work in a target-driven environment. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Collaborative and dynamic work environment, with a team of experienced professionals passionate about wealth management.

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

We are looking for an experienced professional to lead and manage the IFA, ND, & Banking Channel Sales division. The ideal candidate should have a proven track record of driving sales through these channels and developing strong partnerships with key stakeholders in the banking and financial services ecosystem.

Key Responsibilities: Stay informed about market trends, competitor offerings, and client demands to ensure services remain competitive and innovative. Proactively identify and onboard potential investors interested in mutual funds, stock, and forex trading opportunities. Communicate the features and benefits of financial products effectively, tailoring solutions to meet individual client needs. Build and maintain lasting relationships with investors by providing regular updates and addressing inquiries promptly. Collaborate closely with the financial advisory team to ensure a seamless client experience and align strategies for growth. Achieve and exceed monthly and quarterly sales goals, contributing to the companys overall success.Job Requirements: A Bachelors Degree in Finance, Business Administration, Marketing, or equivalent. Proven sales experience, preferably in financial services, investments, or related industries, with knowledge of mutual funds, stock markets, and forex trading considered an advantage. Strong communication and presentation skills, with exceptional negotiation and relationship-building abilities. Self-motivated, target-oriented, and able to work independently. Fluency in English and at least Hindi is highly desirable.Why Join Us? Competitive salary with an attractive performance-based commission. Ongoing training in financial products and sales strategies. Clear career progression pathways within a fast-growing and innovative company. Supportive team culture with regular mentorship

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

The Equity Research Associate will work closely with Portfolio Managers and Research Analysts to conduct deep-dive research on potential investment opportunities. The candidate will support industry/stock analyses, financial modelling, primary research, and monitoring of companies and sectors to feed ideas into the investment process.Key ResponsibilitiesPerform industry analysis: assess key trends, competitive strategies of major players, market structure, growth drivers and risks.Benchmark operational & financial performance metrics of major industry players (e.g., margins, growth rates, asset turns, returns).Conduct detailed financial-statement analyses and valuation work: build and maintain financial models (income statements / balance sheets / cash flows), compute valuation (DCF, multiples, residual income, etc.).Monitor continuously: track news flow, business-model changes, quarterly/annual results of companies under coverage and their peers/suppliers/customers.Conduct primary research: meet with companies, competitors, suppliers, customers; listen to quarterly conference calls; prepare summary meeting/call notes.Produce research deliverables: draft write-ups, investment memos, note key findings and investment implications for the team.Assist in the preparation of presentations/reports for internal investment discussions and for the portfolio team.Work with senior team members to identify new ideas, update models and databases, maintain coverage universe.Stay abreast of macro-economic, regulatory and sector developments which may impact company/industry dynamics.Qualifications & SkillsCA with a graduate degree in Economics, Accounts, Business, or Mathematics (or equivalent).13 years of relevant experience in equity research or related field; CFA Level 1 (or prepared) will be an advantage.Outstanding analytical and problem-solving skills; ability to dig into data, ask the right questions, form logical investment insights.Strong written and spoken communication skills; ability to clearly articulate research findings and investment theses.Demonstrated keen interest in equity markets and investments, with good understanding of company financials.Excellent modelling capabilities with MS Excel and strong comfort with numbers/financial statements.Ability to work under pressure and manage multiple tasks simultaneously, with good time-management skills.A self-starter, curious / proactive, with attention to detail and willingness to learn.Preferred AttributesStrong quantitative skills, good comfort with valuation techniques and financial modelling.Good business acumen & commercial mindset: understanding how industries work, business models evolve, competitive dynamics matter.Ability to synthesize large amounts of information into actionable investment ideas.Teamoriented but able to work independently on defined assignments.Comfortable meeting management, industry participants, attending calls, summarising key points for the investment team.

Asst. Manager - Compliance and Operations will be responsible for the end-to-end ownership of operational workflow of Category III AIF to cover the following deliverables:Periodically review exposure, drawdowns, and investor commitments against fund documents and regulatory limits.Conduct pre- and post-trade compliance checks (investment concentration limits, sector restrictions, leverage, etc.). Ensure transactions are within regulatory and fund-specific boundaries.Assist in drafting and updating internal compliance checklists, SOPs, and dashboards.Assist in preparation and filing of regulatory reports including SEBI AIF reports (monthly/quarterly), RBI/FEMA filings if applicable.Monitor compliance with SEBI AIF Regulations, PPM (Private Placement Memorandum), and internal investment guidelines.Validate accruals, expenses, performance fees and management fee computations as per PPM and agreements.Support audits and inspections (SEBI, statutory, internal) by providing required data and explanations.Coordinate daily/periodic NAV computation with fund administrator; review trial balance, valuations, and reconciliation reports.Ensure timely and accurate recording of fund transactions.Support investor queries related to capital statements, tax workings, and portfolio performance.Prepare financial statements, investor reports, and quarterly performance reports.Work closely with auditors for annual audits, tax filings, and statutory reporting.QUALIFICATIONS:1. CA / MBA (Finance) or equivalent professional qualification.2. 35 years of relevant experience in AIF/PMS/Mutual Funds or compliance.3. Working knowledge of SEBI AIF Regulations, Companies Act, and taxation aspects relevant to AIFs.4. Ability to comprehend financial reports5. Excellent working knowledge of excel6. Attention to detail is a MUST7. Strong written and verbal communication skills will be an added advantage in this role

We're seeking a results-driven Mutual Fund Sales to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you!Key Responsibilities:1. Identify and acquire new clients for mutual fund products.2. Build and maintain strong relationships with existing clients.3. Provide exceptional customer service and support.4. Meet and exceed sales targets.5. Stay updated on market trends and competitor activity.6. Collaborate with internal teams to ensure seamless client onboarding and service.Requirements:1. 2+ years of experience in mutual fund sales, client relationship management, or a similar field.2. Strong understanding of mutual fund products and the financial services industry.3. Excellent communication, negotiation, and interpersonal skills.4. Proven track record of meeting sales targets and building strong client relationships.5. Strong analytical and problem-solving skills.

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.

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.

Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge

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.