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Portfolio management Jobs

Explore top Portfolio management Job opportunities for Top Companies & Startups. All jobs are added by verified employees who can be contacted directly below.

Senior Investment Advisor/Group Team Leader - Mutual Fund
Senior Investment Advisor/Group Team Leader - Mutual Fund

Founded 2016
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Noida, NCR (Delhi | Gurgaon | Noida)
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2 - 7 years
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Best in industry2 - 7 lacs/annum

Senior Investment Advisor/ Group Team Leader- Mutual FundsWe are immediately hiring a Group Team Leader for Mutual Funds.JOB PROFILE : Group Team Leader - Mutual FundsAbout the Company:Wishfin is Indias premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $600 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.KEY RESPONSIBILITIES : - To achieve mutual fund sales targets assigned- Motivate, train & lead the team towards successful outcomes- Increase lead conversions from all team members - Organize & participate in investor programs/camps for fresh lead generation & conversion - Managing & monitoring client portfolios and advising them on a regular basis - Ensure no losses or errors occurred while assisting customers - Work towards ensuring zero cases of mis-selling / fraud in the processes - Responding in a timely and effective manner to all internal communication- Adheres to and supports company policies and practices. KEY EXPERIENCES REQUIRED : - 2+ years of experience in Sales of Investment- Preferably for online customers- High-energy, positive attitude & passion for Sales- Excellent Communication Skills- NISM Certified

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Investment Advisor - Sales
Investment Advisor - Sales

Founded 2016
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Noida, NCR (Delhi | Gurgaon | Noida)
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0 - 5 years
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Best in industry2 - 3 lacs/annum

We are hiring for Investment Advisors in Noida.About the Company :Wishfin is India's premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $600 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.Key Responsibilities :- To provide service to the client's changing investment needs by selling the best investment products on the phone- To work with customers and meet their long-term investment needs- Handle customer inquiry with a speedy resolution- Achieves sales target as per the company's mandateSumit KumarSenior Executive - Human ResourcesWishfin

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Senior Investment Advisor/Group Team Leader - Mutual Funds Sales
Senior Investment Advisor/Group Team Leader - Mutual Funds Sales

Founded 2016
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Noida, NCR (Delhi | Gurgaon | Noida)
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2 - 7 years
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Best in industry3 - 4 lacs/annum

We are hiring for Investment Advisors in Noida.About the Company :Wishfin is India's premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $650 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.Key Responsibilities :- To provide service to the client's changing investment needs by selling the best investment products on the phone- To work with customers and meet their long-term investment needs- Handle customer inquiry with a speedy resolution- Achieves sales target as per the company's mandateSumit KumarHuman ResourcesWishfin

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Certified Chartered Accountant
Certified Chartered Accountant

Founded 2018
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Nagpur
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0 - 3 years
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Best in industry20000 - 70000 /month

Greetings, We are legalfin advisors, a group of professionals working under one roof. We provide services regarding Company Incorporation, GST registration, GST filing, Agreement drafting, RERA registration, Annual filing, Tax Audit, Trademark registration and copyright. Currently we are looking for a Tax and Accounting Consultant who has particular skills regarding 1.Accounting 2.Filling of Income Tax and GST Returns 3.Maintain Accounting records and Preparation of Accounts and Management Information. 4.Preparation of Financial Statements including monthly and Annual Accounts. 5.Manage Financial Systems and Budget 6.Advise clients on Tax Planning and Tax management. 7.Advice clients on Business transactions 8.Counsel Clients on areas of Business Improvement, Development 9. Proficient Communication skills 10. Financial Forecasting and Risk analysis Experience :-1-2 years Location :- Nagpur Eligibility :- Tax and Accounting Consultant Interested candidates please send CV at: legalfinadvisors@gmail.com Thanks

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