104 mutual funds job offers in Kolkata, West Bengal

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  • Retail Portfolio Advisor

    Chola Securities Kolkata, West Bengal  +3 locations

    ...funds, bonds and other approved securities products. Understand client financial goals, risk profile, and investment horizon before recommendations. Execute...
    2 days ago in Talent.com

    Report
  • Relationship Manager – Retail Advisory

    new Chola Securities Kolkata, West Bengal  +5 locations

    ...funds, bonds and other approved securities products. Understand client financial goals, risk profile, and investment horizon before recommendations. Execute...
    4 h 12 minutes ago in Talent.com

    Report
  • Relationship Manager-PCG-Sales

    new Chola Securities Kolkata, West Bengal  +3 locations

    ...funds, PMS, AIF and bonds. Build long-term client relationships through regular reviews and market updates. Ensure full compliance with regulatory, risk and...
    23 h 8 minutes ago in Talent.com

    Report
  • Branch: Branch Relationship Officer

    new Confidential Kolkata, West Bengal  +302 locations

    ...Funds, Loans etc) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers...
    1 day ago in Monster

    Report
  • Channel Manager – Partner Alliances

    Chola Securities Kolkata, West Bengal

    ...Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the...
    10 days ago in Adzuna

    Report
  • Purnartha Investment Advisers Pvt. Ltd - Assistant Manager /

    new Nexthire Kolkata, West Bengal  +6 locations

    ...funds, commodities, or derivatives. Candidates with Assets Under Management (AUM) of ₹20 Cr and above, along withstrong HNI connections, will have an added...
    1 day ago in Talent.com

    Report
  • Product Specialist - AMC/Wealth Management Sector

    new Workassist Kolkata, West Bengal

    ...Product Specialist to lead our Retail Sales product strategy within the Asset Management space. You will be responsible for driving the distribution of Mutual...
    4 h 10 minutes ago in Talent.com

    Report
  • Regional Head - Wealth Management

    new Workassist Kolkata, West Bengal

    ...Funds (AIF), Portfolio Management Services (PMS), and complex Structured Products. Regional Market Knowledge: Deep established network and understanding of...
    1 day ago in Talent.com

    Report
  • Chola securities - pcg equity advisor

    new Nexthire Kolkata, West Bengal  +5 locations

    ...growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual...
    1 day ago in Talent.com

    Report
  • Sales manager - casa-rl sales-

    Confidential Kolkata, West Bengal

    Job description job role. Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading...
    30+ days ago in Monster

    Report
  • Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Kolkata, West Bengal

    ...the right advice. Pre-Requisites: Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual...
    10 days ago in Adzuna

    Report
  • Chola Securities- PCG Advisory

    new Nexthire Kolkata, West Bengal  +2 locations

    ...growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual...
    1 day ago in Talent.com

    Report
  • Agency Debt Manager

    new Navi Technology Kolkata, West Bengal  +1 Location

    Agency Debt Manager About us: Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance...
    Gross/year: ₹ 6 lakhs
    10 h 50 minutes ago in Talent.com

    Report
  • Regional Sales Manager - BFSI

    new Workassist Kolkata, West Bengal

    ...engagements and large-ticket deal closures. Identify and execute regional expansion and new branch opportunities. Drive product penetration across Mutual...
    4 h 24 minutes ago in Talent.com

    Report
  • Investment Banking Analyst

    new Zetheta Algorithms Kolkata, West Bengal  +31 locations

    ...Debt Investment Strategies: Compare different investment options, including direct corporate bonds, non-convertible debentures (NCDs), and debt mutual...
    23 h 16 minutes ago in Talent.com

    Report
  • Private Wealth Advisor

    Confidential Kolkata, West Bengal

    ...effective financial guidance to ensure superior outcomes. Unien Financial Services specializes in distributing a range of financial products, including Mutual...
    30+ days ago in Monster

    Report
  • Officer - Sales - BFSI - East (0-1 yrs) Kolkata/West Bengal/

    Tekpillar Service Durgapur, Kolkata, West Bengal

    ...Funds, Fixed Deposits, and Loans. Build and maintain strong relationships with customers. Provide effective pre-sales and post-sales support. Ensure...
    29 days ago in Updazz

    Report
  • Client Relationship Manager - Wealth Management

    star union dai ichi life insurance company Kolkata, West Bengal  +1 Location

    ...regularly to ensure alignment with financial goals. Product Knowledge & Upselling Demonstrate deep understanding of financial instruments including mutual...
    2 days ago in Talent.com

    Report
  • Investment Solutions Advisor

    star union dai ichi life insurance company Kolkata, West Bengal  +1 Location

    ...regularly to ensure alignment with financial goals. Product Knowledge & Upselling Demonstrate deep understanding of financial instruments including mutual...
    2 days ago in Talent.com

    Report
  • Enterprise Risk Manager (ERM)

    new Paytm Money Kolkata, West Bengal  +105 locations

    ...Funds, and Wealth products. Solid working knowledge of SEBI, Exchanges, RIA, and broking regulations. Experience in risk frameworks, KRIs, RCSA, governance...
    23 h 14 minutes ago in Talent.com

    Report
  • Financial Portfolio Manager

    star union dai ichi life insurance company Kolkata, West Bengal  +1 Location

    ...regularly to ensure alignment with financial goals. Product Knowledge & Upselling Demonstrate deep understanding of financial instruments including mutual...
    2 days ago in Talent.com

    Report
  • Relationship Manager – Retail Advisory

    Chola Securities Kolkata, West Bengal

    ...funds, bonds and other approved securities products. Understand client financial goals, risk profile, and investment horizon before recommendations. Execute...
    7 days ago in Whatjobs

    Report
  • HNI Relationship Manager (4-8 yrs) Kolkata (BFSI Sales)

    Peoplemint Consultants Kolkata, West Bengal

    ...funds, insurance, loans, and other wealth solutions. Ensure compliance with regulatory and internal guidelines while maintaining the highest standards of...
    30+ days ago in Updazz

    Report
  • Globe Capital - Relationship Manager - Sales

    Globe Capital Market Kolkata, West Bengal  +10 locations

    ...as per the expectation. Give high priority service to the customers as per the company processes. Advise clients on a range of products viz. Equity, Mutual...
    22 days ago in Talent.com

    Report
  • SMIFS - Wealth Manager/Team Lead - Retail Sales

    Smifs Kolkata, West Bengal

    ...(Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual...
    22 days ago in Talent.com

    Report
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104 mutual funds job offers in Kolkata, West Bengal

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