Don’t have an account? Sign Up Free!
Forgot password?
I agree to the privacy policy and terms of service.
Fill in your e-mail address below and we will send you an email with further instructions.
We are looking for an Investment Coach with working knowledge of mutual funds and investment fundamentals to engage clients, analyze their portfolios, and guide them towards suitable investment opportunities. This role is suited for candidates who already understand core investment concepts and can hold informed conversations with clients about the...
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...
1. Broker Appointment -Empanellment of Channel Partners across India in major cities. 2. Transactions- Manage transactions on behalf of Clients including Buy, Sell and Rental Transaction. 3. Investment Advisory: Always be updated about various markets and opportunities available there. Should have thorough knowledge about products and markets. 4. C...
Jul 18, 2026
Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client infor...
May 21, 2026
1 Operations & Trade Settlement Oversee the end-to-end trade lifecycle — order management, trade execution coordination, settlement, and reconciliation. Ensure T+1 settlement discipline, monitor trade confirmations, and resolve breaks with custodians and brokers. Execution and tracking of Mutual fund transaction including non-financial on...
May 20, 2026
Hi! Simply click below and type your query.
Our experts will reply you very soon.
