4+ Mutual funds Jobs in Chandigarh | Mutual funds Job openings in Chandigarh

The Equity Advisor is primarily responsible for :

•Acquiring Large Trader Clients with high margin

•Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities

•Ensuring efficient and prompt management of orders based on customer request

•Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds

•Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.

•Day to day approvals w.r.t to limits, commercials

•Shifting offline customers to online.

Key Responsibilities:

 Identify and engage potential clients through proactive outreach, networking, and

relationship-building.

 Conduct product demonstrations and presentations that highlight the benefits of our

Company.

 Negotiate contracts and close deals while ensuring client satisfaction throughout the

process.

 Collaborate with the marketing team to develop targeted campaigns that align with sales

objectives.

 Stay updated on industry trends, competitor offerings, and emerging technologies to

effectively position our products in the market.

 Provide ongoing support to clients post-sale, ensuring they are maximizing the value of our

organization .

 Maintain accurate records of sales activities in our CRM system, tracking progress against

targets.

Key Responsibilities:

 Identify and engage potential clients through proactive outreach, networking, and

relationship-building.

 Understand client needs and present tailored HKKR Finserv that drive value and meet their

specific goals.

 Conduct product demonstrations and presentations that highlight the benefits of our

Company.

 Negotiate contracts and close deals while ensuring client satisfaction throughout the

process.

 Collaborate with the marketing team to develop targeted campaigns that align with sales

objectives.

 Stay updated on industry trends, competitor offerings, and emerging technologies to

effectively position our products in the market.

 Provide ongoing support to clients post-sale, ensuring they are maximizing the value of our

organization .

 Maintain accurate records of sales activities in our CRM system, tracking progress against

targets.

Qualifications:

 Bachelor’s degree in Business, Marketing, or a related field.

 A proven track record of meeting or exceeding sales targets.

 Strong communication skills—both written and verbal—with an ability to connect with

diverse stakeholders.

 An entrepreneurial spirit with a self-motivated attitude; you're ready to roll up your sleeves!

 A genuine interest in financial market trends, Stock market

 The ability to work collaboratively within a team environment while also being comfortable

working independently.

 If you’re ready to take your sales career to the next level while being part of an innovative

team, we want to hear from you!

Key Responsibilities:

 Identify and engage potential clients through proactive outreach, networking, and

relationship-building.

 Understand client needs and drive value and meet their

specific goals.

 Conduct product demonstrations and presentations that highlight the benefits of our

Company.

 Negotiate contracts and close deals while ensuring client satisfaction throughout the

process.

 Collaborate with the marketing team to develop targeted campaigns that align with sales

objectives.

 Stay updated on industry trends, competitor offerings, and emerging technologies to

effectively position our products in the market.

 Provide ongoing support to clients post-sale, ensuring they are maximizing the value of our

organization .

 Maintain accurate records of sales activities in our CRM system, tracking progress against

targets.

Qualifications:

 Bachelor’s degree in Business, Marketing, or a related field.

 A proven track record of meeting or exceeding sales targets.

 Strong communication skills—both written and verbal—with an ability to connect with

diverse stakeholders.

 An entrepreneurial spirit with a self-motivated attitude; you're ready to roll up your sleeves!

 A genuine interest in financial market trends, Stock market

 The ability to work collaboratively within a team environment while also being comfortable

working independently.