Mutual Fund Advisor (Lower Parel)

Equentis Wealth Advisory Services
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 days ago
0-4 years
All India
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 9 Jan 2027
Posted: 2 days ago
Let Jobaaj One apply for you

An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.

Job Description
Similar Jobs
Please verify your account first! Send OTP

Job Description

  • Mutual Fund Advisor (Lower Parel)
  • Company: Equentis Wealth Advisory Services
  • Job Location: India
  • Employment Type: Full-time
  • Salary: 8,40,000 per year
  • Acquire and manage individual retail customers for insurance, MF, bonds, and Fixed Income.
  • Source leads through references, field activity, digital channels, and customer outreach.
  • Conduct need-analysis, product presentations, and convert prospects into sales.
  • Recommend suitable products based on customer risk profile and financial goals.
  • Offer comprehensive investment and protection solutions to increase wallet share.
  • Build long-term customer relationships for repeat business.
  • Compensation: Up to 70,000.00 per month
  • Advantages:
  • Provident Fund
  • Work Location: In person .

Skills

Mutual FundProduct PresentationsNeedanalysis

If a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.

Similar Jobs

View all
Bag Logo
Jobaaj
Get jobs like this by email

New Stock Market Trading Asset & Wealth Management roles in All India.

Job Alert
Google hiring for Specific Roles Apply Now!
1 min ago
New Opportunity
Amazon is hiring freshers Apply Now!
5 min ago
Featured Jobs
Microsoft opening 50+ positions Apply Now!
10 min ago

One email a day. Unsubscribe any time.