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We are looking for an experienced Investment Coach with strong, well-rounded mutual fund and portfolio advisory knowledge to manage high-value client relationships, conduct in-depth portfolio reviews, and drive significant investment growth. This role requires the ability to profile clients accurately, analyze portfolios and fund factsheets, and ad...
Sep 28, 2026
We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales to acquire, manage, and grow relationships with retail and HNI clients. The role involves promoting mutual fund products, achieving sales targets, and delivering superior customer service while ensuring regulatory compliance. Key Responsibilities1. Client Acqu...
To assist customers with queries related to their investments, products , features etc via calls and chats and deal with multiple customers Acquire required product and process knowledge and keep a track of all the changes Maintaining a positive, empathetic and professional attitude toward customers at all times. Identify and assess customers...
Sep 03, 2026
We are looking for a Semi-Sales Executive who will support client acquisition, relationship management, and sales operations. This role bridges sales and client servicing — ideal for someone who enjoys interacting with investors, explaining financial products, and ensuring smooth execution of investments.Key Responsibilities● Assist in onboarding n...
Apr 20, 2026
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