Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: We are seeking a NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified candidate to help us distribute mutual funds, interact with clients and help in clients acquisition, plan their investments and to review their portfolios at regular intervals and manage other operational requirements. As a mutual fund distributor, you will play a crucial role in managing the day-to-day operations of our firm, ensuring smooth workflow, and maintaining high-quality service standards. Job Responsibilities: Client Service: - Help us distribute mutual funds, provide exceptional client service by addressing client inquiries and issues promptly and professionally. - Act as a trusted mutual fund distributor to clients, understanding their investment objectives and providing suitable recommendations. - Develop personalized investment strategies for clients. - Manage client reporting and communication, ensuring accurate and timely delivery of information. Qualifications and Skills: - NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified - Bachelor's degree in Finance, Business Administration, or a related field. - Proven experience in operations management within the financial services industry(preferred though not necessary). Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Compensation Package: Performance bonus Schedule: Day shift Work Location: In person Expected Start Date: 15/07/2025
Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: We are seeking a NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified candidate to help us distribute mutual funds, interact with clients and help in clients acquisition, plan their investments and to review their portfolios at regular intervals and manage other operational requirements. As a mutual fund distributor, you will play a crucial role in managing the day-to-day operations of our firm, ensuring smooth workflow, and maintaining high-quality service standards. Job Responsibilities: Client Service: - Help us distribute mutual funds, provide exceptional client service by addressing client inquiries and issues promptly and professionally. - Act as a trusted mutual fund distributor to clients, understanding their investment objectives and providing suitable recommendations. - Develop personalized investment strategies for clients. - Manage client reporting and communication, ensuring accurate and timely delivery of information. Qualifications and Skills: - NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified - Bachelor's degree in Finance, Business Administration, or a related field. - Proven experience in operations management within the financial services industry(preferred though not necessary). Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Compensation Package: Performance bonus Schedule: Day shift Work Location: In person Expected Start Date: 15/07/2025
Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: We are seeking sales executive to help us in selling mutual funds, interact with clients and help in clients acquisition, plan their investments and to review their portfolios at regular intervals and manage other operational requirements. Individual should be NISM-Series-VA Mutual Fund Distributors Certification Examination qualified candidate. Job Responsibilities: Client Service: - Help us distribute mutual funds, provide exceptional client service by addressing client inquiries and issues promptly and professionally. - Act as a trusted mutual fund distributor to clients, understanding their investment objectives and providing suitable recommendations. - Develop personalized investment strategies for clients. - Manage client reporting and communication, ensuring accurate and timely delivery of information. Qualifications and Skills: - NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified - Bachelor's degree in Finance, Business Administration, or a related field. - Proven experience in operations management within the financial services industry(preferred, though not necessary). Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Compensation Package: Commission pay Schedule: Day shift Work Location: In person Expected Start Date: 01/08/2025
Company Overview: Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retirement planning, tax strategies, and estate planning. Job Summary: We are seeking sales executive to help us in selling mutual funds, interact with clients and help in clients acquisition, plan their investments and to review their portfolios at regular intervals and manage other operational requirements. Individual should be NISM-Series-VA Mutual Fund Distributors Certification Examination qualified candidate. Job Responsibilities: Client Service: - Help us distribute mutual funds, provide exceptional client service by addressing client inquiries and issues promptly and professionally. - Act as a trusted mutual fund distributor to clients, understanding their investment objectives and providing suitable recommendations. - Develop personalized investment strategies for clients. - Manage client reporting and communication, ensuring accurate and timely delivery of information. Qualifications and Skills: - NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified - Bachelor's degree in Finance, Business Administration, or a related field. - Proven experience in operations management within the financial services industry(preferred, though not necessary). Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Compensation Package: Commission pay Schedule: Day shift Work Location: In person Expected Start Date: 01/08/2025
You will be joining a fast-growing personal investment company dedicated to assisting individuals and families in achieving their financial objectives through personalized investment strategies. The company offers comprehensive financial planning services encompassing investment management, retirement planning, tax strategies, and estate planning. As a NISM-Series-V-A: Mutual Fund Distribators Certification Examination qualified candidate, your primary responsibility will be to distribute mutual funds, engage with clients, assist in client acquisition, plan investments, review portfolios regularly, and manage operational tasks. Your role as a mutual fund distributor will be pivotal in overseeing the day-to-day operations of the firm, ensuring seamless workflows, and upholding high service standards. Your duties will include providing exceptional client service by promptly and professionally addressing client inquiries and concerns. You will serve as a trusted mutual fund distributor to clients, grasp their investment goals, and offer suitable recommendations. Developing personalized investment strategies for clients and managing client reporting and communication to ensure the accurate and timely delivery of information will also be part of your responsibilities. Requirements for this position include being NISM-Series-V-A: Mutual Fund Distributors Certification Examination qualified, holding a Bachelor's degree in Finance, Business Administration, or a related field. Previous experience in operations management within the financial services industry is preferred but not mandatory. This is a full-time position that offers a performance bonus as part of the compensation package. The working schedule is during day shift hours, and the work location is in person. The expected start date for this role is 15/07/2025.,