Job Title: Sales Executive – Mutual Fund Distribution Location: Patna Department: Sales Reporting To: Sales Manager Job Summary: We are seeking a dynamic and results-driven Sales Executive to join our team at R Patel Wealth. The will be responsible for acquiring new clients, building strong relationships, and promoting mutual fund products. The role involves achieving sales targets, providing product description & ensuring client satisfaction & risk profiling. Key Responsibilities: Client Acquisition: Identify and approach potential clients to promote mutual fund investment opportunities. Generate leads through referrals, and networking. Sales & Business Development: Pitch appropriate mutual fund schemes based on client needs and risk appetite. Achieve monthly and quarterly sales targets. Client Relationship Management: Provide after-sales service and maintain regular contact with clients. Address client queries regarding fund performance, market trends, and investment strategies. Product Knowledge & Engagement: Stay updated on mutual fund products, NAVs, and market developments. Educate clients on financial planning, SIPs, SWPs, and other investment options. Compliance & Documentation: Ensure KYC compliance and accurate documentation of all transactions. Maintain detailed records of client interactions and sales activities. Code of conduct As prescribed by AMFI. Required Skills: Strong sales and negotiation skills. Excellent communication and interpersonal abilities. Ability to understand and explain financial products. Self-motivated with a target-driven mindset. Qualifications: Bachelor’s degree in Business, Finance, or a related field. NISM Series V-A certification . 1-3 years of experience in mutual fund sales or financial services * Benefits: Attractive incentives on achieving sales targets. Opportunity for career growth in . On-the-job training and skill development. Job Type: Full-time Pay: ₹9,616.39 - ₹27,240.21 per month Benefits: Paid time off Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person
Key Responsibilities Conduct face-to-face client meetings Generate leads through various channels Pitch products effectively to prospective clients Update Excel sheets with daily activity and data Manage relationships with existing clients About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.
About the job: Key responsibilities: 1. Conduct face-to-face client meetings 2. Generate leads through various channels 3. Pitch products effectively to prospective clients 4. Update Excel sheets with daily activity and data 5. Manage relationships with existing clients Who can apply: Only those candidates can apply who: Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-08-01 23:59:59 Skills required: English Proficiency (Spoken) and Hindi Proficiency (Spoken) Other Requirements: NISM VA About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.
7:00 am to 7:30 pm
Selected Intern's Day-to-day Responsibilities Include Handle bookkeeping tasks accurately and timely. Perform reconciliation of accounts and statements. Assist with taxation-related work and documentation. Enter financial data into Tally and maintain records. About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.
The JR Accountant position at our company is a full-time on-site role located in Patna. As a JR Accountant, you will be tasked with maintaining financial records, preparing reports, reconciling bank statements, and ensuring the accuracy of all financial documents. In addition, you will be responsible for assisting in budget preparation, monitoring expenses, and providing support during financial audits conducted by senior accountants. The ideal candidate for this role will demonstrate proficiency in accounting software and the MS Office Suite, including Excel and Word. A strong understanding of accounting principles and standards is essential, along with an analytical and detail-oriented mindset. The ability to effectively multitask, excellent organizational skills, and good written and verbal communication skills are also important for this position. The candidate should be able to work both independently and collaboratively as part of a team. Relevant experience or internships in the field of accounting would be considered a plus. A Bachelor's degree in Accounting, Finance, or a related field is required for this role. If you believe you meet the qualifications and are ready to take on this challenging and rewarding opportunity as a JR Accountant, we encourage you to apply for this position and become a valuable member of our team.,
Key Responsibilities Financial planning: Develop customized financial plans to help clients achieve specific goals, such as retirement planning, wealth accumulation, or charitable giving. Investment management: Create and manage client investment portfolios by analyzing market conditions, selecting appropriate investment products, and executing trades. Tax strategy: Provide expert advice and strategies to minimize clients' tax burdens and assist with tax return completion. Estate planning: Guide clients in planning for the transfer of their assets to heirs or charities, often involving the establishment of trusts and other legal structures. Risk management: Identify potential financial risks for clients and develop strategies to mitigate them, including managing insurance needs and protecting assets. Client relationship management: Build and maintain strong relationships with clients, acting as a trusted advisor and ensuring their evolving financial needs. About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.
Selected Intern's Day-to-day Responsibilities Include Generate lead Sales pitch Daily client visit Create and maintain database About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.
Company Description R Patel Wealth, established in 1990, is a distinguished and enduring Mutual Fund Distribution Firm. We focus on instilling a culture of saving and fostering wealth through consistent and long-term investments. Our goal is to simplify the intricacies of investing, making it accessible and comprehensible for everyone. Our team of seasoned professionals provides impartial, tailored guidance to meet the unique needs of each client, supported by a diligent client service team ensuring seamless administration and timely, accurate information. Role Description This is a full-time on-site role located in Gola for a Wealth Manager. The Wealth Manager will be responsible for developing comprehensive financial plans, managing investments, providing finance-related guidance, and offering insurance advice. Daily tasks include assessing clients' financial needs, offering personalized investment strategies, maintaining up-to-date knowledge on financial products, and ensuring prompt and accurate client service. Qualifications Financial Planning, Investment Management, and Investments skills Finance and Insurance skills Strong analytical and decision-making abilities Excellent interpersonal and communication skills Bachelor's degree in Finance, Economics, or a related field Relevant certifications such as CFP or CFA are a plus Proven experience in wealth management or a related field