Mutual Fund Advisor - Navi Mumbai

We are looking for a Mutual Fund Financial Advisor to join our Advisory Team at Enrichwise Financial Services. · Engage inbound HNI/upper-middle-class prospects (₹50L–₹1Cr+ ticket size). · Profile clients (Age, Income, Assets, Liabilities, Investments, Goals). · ...

At Enrichwise Financial Services, we've spent 25+ years helping HNIs & families build wealth through our proprietary frameworks — JBP, PRAG, RetireMax, Old Money/New Money, and more. With 7,000+ clients and a strong inbound HNI pipeline, we're now scaling our Advisory Team. · Ope ...

We're scaling our Advisory Team at Enrichwise Financial Services. · As a Mutual Fund Financial Advisor, you will build trust quickly, convert inbound HNI prospects, and guide them into structured financial frameworks. · ...

+Job summary · We're now scaling our Advisory Team at Enrichwise Financial Services. · +ResponsibilitiesEngage inbound HNI/upper-middle-class prospects. · Profile clients. · Build trust and convert prospects within short decision cycles. · ...

The Financial Advisor - Mutual Fund is responsible for offering tailored financial advice to clients, · Responsibilities · Provide expert financial advice on mutual fund investments. · Conduct client consultations to assess financial goals and risk tolerance. · ...

We're seeking a proactive professional to manage Mutual Fund and Insurance sales , client servicing , and investment execution . · The role involves handling client portfolios , assisting in new business generation , and ensuring seamless operations . ...

We are looking for a driven and result-oriented Mutual Fund Sales professional (B2C) to grow our retail distribution business to expand Wealth Management vertical. · Drive Mutual Fund sales (B2C) with a strong focus on increasing Assets Under Management (AUM) · Actively distribut ...

The job involves working as a Customer Relationship Manager in the Mutual Fund Co. It requires processing inbound voice calls and managing customer relationships. · ...

As a Mutual Fund Financial Advisor, you will be the face of Enrichwise for new HNI clients. Your core responsibility is building trust quickly, converting inbound HNI prospects, and guiding them into structured financial frameworks. · ...

We are seeking a highly skilled and motivated Manager – Finance to join our Finance team in a listed company environment. · ...

We are looking for a Sales Manager/Sourcing Manager for our commercial projects based full-time at our Nerul Navi Mumbai site office. · ...

We are seeking a highly skilled and motivated Finance Manager to join our Finance team in a listed company environment.The incumbent will play a pivotal role in supporting strategic initiatives, investor relations, Capital markets & fund-raising initiatives, valuation and financi ...

This Corporate Finance Manager role involves overseeing financial strategy, modelling, capital raising, lender materials, strategic projects, executive communication, and cross-functional collaboration. · ...

We are looking for a Sales Manager/Sourcing Manager for our commercial projects. · The ideal candidate will manage the end-to-end sales closing process,including coordinating documentation, funding, and client communication. · ...

Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. · ...

The Account Manager is responsible for managing client financial accounts and delivering end-to-end financial support across payables,capital raising,and costing functions. · ...

We are looking for a Senior Closing Manager for our commercial projects based full-time at our Nerul Navi Mumbai site office. · ...

We are looking for a financial leader who can manage the company's accounts and compliance. · The role requires strong knowledge of Indian accounting standards taxation regulatory compliance and ability to support management with financial insights and decision-making. · ...

This role is an exciting opportunity to join our fast growing team as we further expand our footprint across Asia. · A relevant University degree in Computer Science, Information Technology, or related field, or equivalent experience. · At least 5 years of experience in cybersecu ...

+Job summary · NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. · +ResponsibilitiesIdentify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and conv ...