Finance Job

Mutual Fund Relationship Executive

WealthBridge Advisory - Delhi, Delhi - Full-time - Fresher

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Job Description

Assist clients with mutual fund onboarding, SIP follow-up, and product documentation.

Responsibilities

Call prospects and existing clients.
Explain SIP and mutual fund basics.
Coordinate documentation.

Skills Required

NISM V-A preferred.
Hindi/English communication.
Sales orientation.

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