Job Description for the Relationship Manager (Mutual Funds) role at Pushpgeet Financial Services (PGFS) : Job Title: Relationship Manager – Mutual Funds Location: Guwahati, Assam Company: Pushpgeet Financial Services (Regional Partner – Northeast for Motilal Oswal) Job Type: Full-Time Salary: Fixed Salary + Attractive Commission About Us: Pushpgeet Financial Services (PGFS) is the Regional Partner for Motilal Oswal in Northeast India. We specialize in providing investment solutions across mutual funds, PMS, AIFs, insurance, and more. As part of our growth strategy, we’re looking for passionate individuals who can help us expand our mutual fund and insurance client base in the region. Key Responsibilities: Conduct daily outbound calls and follow-ups with potential and existing clients. Schedule and attend client meetings to understand their financial needs and recommend suitable mutual fund or insurance products. Explain product features, market outlook, and Motilal Oswal offerings in a simplified manner. Onboard new investors and assist them through the complete KYC and investment process. Maintain long-term relationships with clients by providing regular updates, reviews, and portfolio insights. Achieve monthly sales and revenue targets across mutual fund and insurance products. Keep updated with latest AMFI guidelines, product knowledge, and market trends. Requirements: Minimum 1 year of experience in selling mutual funds or related financial products . Strong communication and interpersonal skills. Basic understanding of personal finance and investment principles. Ability to convince and build trust with clients. AMFI/NISM Mutual Fund Certification preferred (or willing to acquire shortly). Graduate degree required; candidates with finance/commerce background preferred. What We Offer: Fixed monthly salary + performance-based commission . Mentorship from senior advisors and access to Motilal Oswal’s premium tools and research . Opportunity to grow within the fastest-growing region in the investment space. Professional development in mutual funds, insurance, and wealth management services. Ready to grow with Northeast India’s premier financial partner? Send your resume to: [kishan@pushpgeetfinancial.com] Contact: [ +91 70990 20627 ] Job Type: Full-time Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Internet reimbursement Schedule: Day shift Monday to Friday Supplemental Pay: Commission pay Education: Bachelor's (Preferred) Experience: total work: 1 year (Required) Work Location: In person
We are seeking a dynamic and motivated Equity Market Advisor to join our team at Pushpgeet Financial Services (Regional Partner Of Motilal Oswal Financial Services Ltd). The primary responsibility will be to reactivate inactive clients by calling and engaging them with our financial services and investment offerings. Key Responsibilities: * Reach out to inactive clients via phone calls and re-engage them with our services. * Provide basic information about stock market investments and financial products. * Build rapport with clients and understand their financial needs. * Explain the benefits of various investment options to encourage active participation. * Maintain accurate records of client interactions and follow-ups. * Achieve daily, weekly, and monthly targets for client activation. Requirements: * Advance knowledge of stock market concepts and financial products. * Proficiency in multiple languages is a added advantage * Strong communication and interpersonal skills. * Ability to work in a fast-paced environment and meet targets. Why Join Us? * Master franchisee of Motilal Oswal Financial Services in the entire North East Region * 30 years in the industry. * 30,000+ Clients * Opportunity to grow within a leading financial services firm. * Training and development to enhance your knowledge of the financial market. * Supportive team and a positive work environment. If you're passionate about finance and customer engagement, we'd love to hear from you! Note - Freshers are also welcomed
Pushpgeet Financial Services is looking for energetic and self-motivated Marketing Executives to join our team. The role involves making calls to potential clients, fixing meetings, and selling a range of financial products including life insurance, ULIPs, annuity plans, mutual funds, and other equity-related investment options. No prior experience is required — just a basic understanding of the stock market and insurance is enough. You will receive full support and training. This is a great opportunity for freshers or individuals looking to start a career in the financial services sector. Candidates should have good communication skills, a positive attitude, and a willingness to learn. Attractive incentives will be paid based on performance along with a fixed monthly stipend. Pushpgeet Financial Services – Your Partner in Financial Growth