Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Mutual Fund Sales Manager (Female)
Position Summary:
Designation: Mutual Fund Sales Manager(F)
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
Experience Required: 1 year (Preferred)
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Develop and maintain strong relationships with new and existing clients investing in mutual funds.
Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.
Provide personalized financial advice based on clients’ goals, risk appetite, and investment horizon.
Qualifications:
Bachelor's (Preferred)
AMFI/NISM certification (mandatory or to be obtained within 3 months of joining).
Strong knowledge of MF operations & platforms.
Proficient in MS Excel & documentation.
Previous experience in financial advisory, mutual funds, or wealth management.
Portfolio Management & Analysis:
Conduct periodic reviews of clients’ investment portfolios.
Analyze mutual fund performance and market trends to recommend adjustments.
Share regular performance reports and discuss portfolio strategies with clients.
Sales & Business Development:
Drive sales of mutual fund products by identifying upselling and cross-selling opportunities.
Collaborate with the sales team to expand the client base and achieve sales targets.
Assist in client acquisition through referrals, networking, and direct engagement.
Market Awareness & Client Education:
Stay updated on mutual fund schemes, market conditions, and regulatory guidelines.
Educate clients through presentations, workshops, and one-on-one sessions about investment strategies and product benefits.
Compliance & Documentation:
Ensure all sales activities and client interactions comply with SEBI/AMFI guidelines.
Manage and verify client documentation for account opening, transactions, and compliance.
Key Skills & Competencies:
Strong knowledge of mutual funds and financial markets.
Excellent communication and presentation skills.
Ability to understand client needs and provide personalized financial solutions.
Goal-oriented with proven sales and relationship management skills.
Strong analytical ability to interpret financial data and market trends.
Proficiency in MS Office and CRM tools.
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.
Position Summary:
Designation: Mutual Fund Sales Manager(F)
Location: 901 - 903, International Wealth Center, B/s C B Patel Health Club, VIP Road,Vesu,Surat, Gujarat 395007
Experience Required: 1 year (Preferred)
About Us:
Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.
We are looking for a detail-oriented and motivated individual to join our team as a Operations Executive. The ideal candidate will possess strong Excel skills (advanced level preferred), a proactive attitude toward learning new tools, and the ability to handle diverse back-office tasks. In this role, you will assist with service-related functions, perform routine calculations, and contribute to process improvement initiatives while ensuring smooth day-to-day operations.
Key Responsibilities:
Develop and maintain strong relationships with new and existing clients investing in mutual funds.
Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.
Provide personalized financial advice based on clients’ goals, risk appetite, and investment horizon.
Qualifications:
Bachelor's (Preferred)
AMFI/NISM certification (mandatory or to be obtained within 3 months of joining).
Strong knowledge of MF operations & platforms.
Proficient in MS Excel & documentation.
Previous experience in financial advisory, mutual funds, or wealth management.
Portfolio Management & Analysis:
Conduct periodic reviews of clients’ investment portfolios.
Analyze mutual fund performance and market trends to recommend adjustments.
Share regular performance reports and discuss portfolio strategies with clients.
Sales & Business Development:
Drive sales of mutual fund products by identifying upselling and cross-selling opportunities.
Collaborate with the sales team to expand the client base and achieve sales targets.
Assist in client acquisition through referrals, networking, and direct engagement.
Market Awareness & Client Education:
Stay updated on mutual fund schemes, market conditions, and regulatory guidelines.
Educate clients through presentations, workshops, and one-on-one sessions about investment strategies and product benefits.
Compliance & Documentation:
Ensure all sales activities and client interactions comply with SEBI/AMFI guidelines.
Manage and verify client documentation for account opening, transactions, and compliance.
Key Skills & Competencies:
Strong knowledge of mutual funds and financial markets.
Excellent communication and presentation skills.
Ability to understand client needs and provide personalized financial solutions.
Goal-oriented with proven sales and relationship management skills.
Strong analytical ability to interpret financial data and market trends.
Proficiency in MS Office and CRM tools.
Why Join Us?
Opportunity to work in a dynamic, growing company.
Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
A collaborative and supportive work environment where you can develop new skills and advance your career.
Two Saturdays off every month
How to Apply:
Please send your resume and cover letter to hardi.gandhi@ckredencewealth.com or call on +91 85110 81187 to take it forward. You Can Also click the "Apply Form" button at the top.