Company Description Plutus Fintech Pvt. Ltd. is a leading Financial Advisor and Mutual Fund distributor with over 50 years of combined experience. We specialize in a variety of financial services, including Mutual Fund Investments (SIPs), Wealth Management, Portfolio Management Services, and various types of insurance. Our expert team helps clients make smart financial decisions tailored to their personal needs, focusing on investments, timing, and amounts. At Plutus Fintech, we believe in taking a holistic approach to personal finance, ensuring your financial dreams are in good hands. Role Description This is a full-time on-site role for an Investment Advisor located in Indore. The Investment Advisor will be responsible for providing clients with financial planning services, developing investment strategies, evaluating financial situations, and making recommendations for investments. Day-to-day tasks will include advising clients on their investment portfolios, conducting financial research, managing client relationships, and staying up-to-date with financial market trends. Qualifications Financial Planning, Investments, and Investment Strategies skills Proficiency in Finance and Customer Service skills Strong analytical and research skills Excellent written and verbal communication abilities Ability to build and maintain strong relationships with clients Bachelor's degree in Finance, Economics, or a related field Professional certification such as CFP (Certified Financial Planner) is a plus Experience in the fintech industry is an advantage Show more Show less
Here's a job description for Wealth Manager/ Relationship Manager Job Title: Wealth Manager/ Financial Advisor (Field: Sales and Marketing) Job Summary: We are seeking a highly motivated and results-driven Sales Representative to join our team in Wealth Management department of our company. The successful candidate will be responsible for generating new business leads, building relationships with clients, and selling wealth management products and mutual funds to high net-worth individuals and institutional clients. Key Responsibilities: - Identify and acquire new clients through various channels, including networking, referrals, marketing and cold calling - Build and maintain strong relationships with existing clients to increase business opportunities and retain their trust - Conduct financial needs analysis and provide tailored wealth management solutions to clients (Under the guidance of your superiors) - Sell mutual funds and other wealth management products to clients. Meeting or exceeding sales targets - Stay up-to-date with market trends, regulatory changes, and industry developments to provide expert advice to clients. - Responsible for all client operations starting from sales login to final execution and investment. - Record keeping and developing systems for process for seamless execution. Requirements: - Bachelor's degree in Finance, Business, or related field - Proven experience in sales, preferably in wealth management or mutual fund sales - Strong understanding of financial markets, products, and regulations - Excellent communication, interpersonal, and relationship-building skills ( English and Hindi compulsary) - Ability to work independently and meet sales targets - Strong analytical and problem-solving skills - Relevant certifications (e.g., CFP, CFA) are an asset What We Offer: - Competitive salary and commission structure - Opportunities for career growth and professional development - Collaborative and dynamic work environment - Access to training and support to stay up-to-date with industry developments If you're a motivated and sales-driven individual with a passion for wealth management and mutual fund sales, we'd love to hear from you!
Company Description Plutus Fintech Pvt. Ltd. is a financial advisory and mutual fund distribution company with a combined experience of over 50 years. We offer a range of financial services, including mutual fund investments, wealth management, portfolio management services, and insurance. Our team of experts is dedicated to helping clients make informed financial decisions to achieve their personal finance goals. At Plutus Fintech, we focus on providing a holistic approach to personal finance with a commitment to understanding what matters most to our clients. Role Description This is a full-time on-site role for an Equity Sales Specialist located in Indore. The Equity Sales Specialist will be responsible for equity sales, trading, and managing client relationships. The role involves analyzing market trends, facilitating equity transactions, and providing clients with in-depth financial advice. The specialist will also be expected to develop and execute sales strategies to meet revenue targets and enhance client portfolios. Qualifications Equity Sales and Sales skills Knowledge of Equities and Trading and mutual fund Finance expertise and analytical abilities Excellent communication and interpersonal skills Strong understanding of financial markets and investment strategies Ability to work independently and collaboratively in a team Bachelor's degree in Finance, Business Administration, or a related field Experience in the financial services industry is a plus
Role Overview As an Equity Sales Specialist at Plutus Fintech Pvt. Ltd., your primary responsibility will be to handle equity sales, trading, and managing client relationships. You will play a crucial role in analyzing market trends, executing equity transactions, and providing clients with comprehensive financial advice. Additionally, you will be expected to devise and implement sales strategies to achieve revenue targets and improve client portfolios. Key Responsibilities - Conduct equity sales and trading activities - Manage client relationships effectively - Analyze market trends to provide valuable financial advice - Develop and implement sales strategies to meet revenue targets - Enhance client portfolios through strategic financial planning Qualifications - Proficiency in Equity Sales and Sales skills - Sound knowledge of Equities, Trading, and mutual funds - Strong finance expertise and analytical abilities - Excellent communication and interpersonal skills - Comprehensive understanding of financial markets and investment strategies - Ability to work independently and collaboratively in a team - Bachelor's degree in Finance, Business Administration, or a related field - Experience in the financial services industry is a plus,
Company Description Plutus Fintech Pvt. Ltd. is a financial advisory and mutual fund distribution company with a combined experience of over 50 years. We offer a range of financial services, including mutual fund investments, wealth management, portfolio management services, and insurance. Our team of experts is dedicated to helping clients make informed financial decisions to achieve their personal finance goals. At Plutus Fintech, we focus on providing a holistic approach to personal finance with a commitment to understanding what matters most to our clients. Role Description This is a full-time on-site role for an Equity Sales Specialist located in Indore. The Equity Sales Specialist will be responsible for equity sales, trading, and managing client relationships. The role involves analyzing market trends, facilitating equity transactions, and providing clients with in-depth financial advice. The specialist will also be expected to develop and execute sales strategies to meet revenue targets and enhance client portfolios. Qualifications Equity Sales and Sales skills Knowledge of Equities and Trading and mutual fund Finance expertise and analytical abilities Excellent communication and interpersonal skills Strong understanding of financial markets and investment strategies Ability to work independently and collaboratively in a team Bachelor's degree in Finance, Business Administration, or a related field Experience in the financial services industry is a plus
Company Description Plutus Fintech Pvt. Ltd. is a Financial Advisor and Mutual Fund distributor company with over 50 years of combined experience. We offer diverse financial services including Mutual Fund Investments, Wealth Management, Portfolio Management Services, various Insurance types, and Demat Accounts. Our expert team provides guidance on investment decisions and strategies tailored to individual needs. With a holistic approach to personal finance, we focus on what is important to our clients, helping them achieve a financially secure future. Role Description This is a full-time on-site role located in Indore for an Equity Sales Specialist. The Equity Sales Specialist will be responsible for managing equity sales, developing and maintaining client relationships, executing trades, and providing insights on market trends. The role requires daily interactions with clients, analysis of equity markets, and collaboration with the trading and finance teams to ensure optimal client solutions. Qualifications Equity Sales skills and experience Proficiency in Equities and Sales Knowledge and skills in Trading and Finance Strong interpersonal and communication skills Ability to work effectively in a team environment Bachelor's degree in Finance, Economics, Business, or related field