Talent.com
Partner - Mutual Fund Distributor
Partner - Mutual Fund DistributorVALUETE • Kolhapur, IN
No longer accepting applications
Partner - Mutual Fund Distributor

Partner - Mutual Fund Distributor

VALUETE • Kolhapur, IN
1 day ago
Job description

Role Description

This is a part-time remote role for a Partner - Mutual Fund Distributor. The Partner will be responsible for managing client relationships, assisting clients in investments, researching market opportunities, maintaining records of transactions, and keeping up-to-date with market trends. The role also requires providing clients with investment advice to align with their financial goals and ensuring compliance with relevant policies and regulations.

Introducing a Secure High-Yield Lending Opportunity

An exclusive lending product designed to deliver 12–16% annual returns with robust downside protection through asset-backed structures.

Risk Management & Security

  • Overcollateralized Lending : Capital is always protected by collateral worth 2x the loan.
  • Multisig Custody : Collateral is secured in multi-signature wallets, ensuring absolute safety of pledged assets with lenders as part of shared custody
  • Legal Safeguards : Structured via an LLP with arbitration clauses, making agreements enforceable under Indian contract law.

Here's a product video https : / / www.youtube.com / watch?v=A9reLUtTIco ( must watch before hitting apply )

What we offer : Salary + Competitive commissions

Location Preference : Remote

Employment Type : Part-time

Qualifications

  • Experience with mutual fund distribution, investment advisory, and financial product knowledge
  • Proficiency in understanding market trends, conducting research, and identifying investment opportunities
  • Ability to build and maintain strong client relationships and offer personalized investment solutions
  • Excellent organizational and time-management skills for managing client portfolios and records
  • Effective communication and presentation skills to convey financial plans and strategies
  • Relevant certifications such as AMFI / NISM certification, or a willingness to obtain them, is an advantage
  • Prior experience in financial services, wealth management, or a related domain is preferred
  • Create a job alert for this search

    Partner • Kolhapur, IN

    Related jobs
    Virtual Relationship Manager – Mutual Fund Distributors

    Virtual Relationship Manager – Mutual Fund Distributors

    Helios Mutual Fund • Kolhāpur, Republic Of India, IN
    Job Title : Virtual Relationship Manager – Mutual Fund Distributors (MFDs).Experience Level : 0–3 years (Graduates welcome. .About the Role : We are seeking a dynamic and driven individuals to join our...Show more
    Last updated: 1 day ago • Promoted
    Virtual Relationship Manager – Mutual Fund Distributors (MFDs)

    Virtual Relationship Manager – Mutual Fund Distributors (MFDs)

    Helios Mutual Fund • kolhapur, maharashtra, in
    Job Title : Virtual Relationship Manager – Mutual Fund Distributors (MFDs).Experience Level : 0–3 years (Graduates welcome. Freshers encouraged to.About the Role : We are seeking a dynamic and driven ...Show more
    Last updated: 1 day ago • Promoted
    Derivatives Trader

    Derivatives Trader

    MA CAPITAL U.S. LLC • sangli, maharashtra, in
    MA Capital is a proprietary trading firm specializing in both systematic and high-performing discretionary strategies across multiple asset classes. Leveraging cutting-edge technology, quantitative ...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager- Trade Finance

    Relationship Manager- Trade Finance

    The Premier Consultants ( Recruitment Company ) • sangli, maharashtra, in
    Job Opportunity with a Leading Bank.Business Development Manager- Trade Products.NTB (New-to-Bank) business, expanding product penetration, and driving transaction closures through active coordinat...Show more
    Last updated: 7 hours ago • Promoted • New!
    Senior Associate – B2C Investment Sales

    Senior Associate – B2C Investment Sales

    Valarr.io • sangli, maharashtra, in
    Fundraising & Investor Relations : .Lead the capital-raising strategy for AIF, targeting UHNI investors, family offices, and institutional investors. Develop and maintain strong, long-term investor r...Show more
    Last updated: 7 hours ago • Promoted • New!
    Wealth Manager

    Wealth Manager

    D. R. Share & Stock Brokers pvt. Ltd. • sangli, maharashtra, in
    We’re Hiring : Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management).Location : Chandigarh (On-Site). Zoom meetings, portfolio reviews, and long-term relationship buil...Show more
    Last updated: 3 hours ago • Promoted • New!
    Associate Director – Third Party Risk Management (Cybersecurity)

    Associate Director – Third Party Risk Management (Cybersecurity)

    Cubical Operations LLP • sangli, maharashtra, in
    Job Title : Associate Director – Third Party Risk Management (TPRM).Big 4 experience; GCC experience highly desirable.Third-Party Risk Management practice. The ideal candidate will bring strong exper...Show more
    Last updated: 7 hours ago • Promoted • New!
    Senior Equities & Derivatives Dealer

    Senior Equities & Derivatives Dealer

    Permanent Solution • kolhapur, maharashtra, in
    Seeking a seasoned Senior Equities & Derivatives Dealer for our esteemed client, a SEBI-registered Stock Broking firm established in 1997. It is a Member of various Stock Exchanges, namely, BSE, NSE...Show more
    Last updated: 7 hours ago • Promoted • New!
    Investor Relations Specialist

    Investor Relations Specialist

    Marquee Equity • Kolhapur, IN
    As a Senior Associate at Marquee Equity, you will play a key role in managing and converting leads, running product demos, and closing new clients. You’ll also support the broader business strategy,...Show more
    Last updated: 1 day ago • Promoted
    Analyst (Investment Banking / Buy-Side Experience Required)

    Analyst (Investment Banking / Buy-Side Experience Required)

    Arcana • Kolhapur, IN
    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director - Advanced Analytics

    Associate Director - Advanced Analytics

    KMK Consulting Inc. • Kolhapur, IN
    KMK is a global data analytics and technology consulting company empowering leaders across the Life Sciences industries to make better data-driven decisions. Our data analytics and software platform...Show more
    Last updated: 30+ days ago • Promoted
    Associate Transaction Services

    Associate Transaction Services

    CohnReznick • Kolhapur, IN
    The Transaction Advisory Services team, part of Cohn Reznick Professional Services’ Advisory (“CRPS Advisory”), manage and supports buy-side and sell-side transaction advisory engagements, providin...Show more
    Last updated: 5 days ago • Promoted
    Investment Analyst - Structured Credit Team (Buy Side role)

    Investment Analyst - Structured Credit Team (Buy Side role)

    Avendus • kolhapur, maharashtra, in
    Support towards Due Diligence, Sector Coverage and Business Development.Support the team in financial and commercial due diligence of the clients including analysis and interpretation of financial ...Show more
    Last updated: 7 hours ago • Promoted • New!
    Portfolio Manager

    Portfolio Manager

    iRage • kolhapur, maharashtra, in
    The Principal Officer (or Wealth Manager) will oversee the overall activities of the Fund Management Entity (FME) including but not limited to fund management, risk management and compliance at GIF...Show more
    Last updated: 7 hours ago • Promoted • New!
    Sales Director | Founding Member - AI Powered Global Talent Cloud

    Sales Director | Founding Member - AI Powered Global Talent Cloud

    SkillsCapital • Kolhapur, IN
    Are you a high-performing sales leader ready to take full ownership of revenue growth in a fast-scaling global tech startup? Do you want to be part of a founding team, build something from the grou...Show more
    Last updated: 4 days ago • Promoted
    Business Analyst (Finance) - 33806

    Business Analyst (Finance) - 33806

    Turing • Kolhapur, IN
    Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems. Turing helps customers in two ways : Working with the world’s leading AI...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate Credit

    Senior Associate Credit

    Castellan Real Estate Partners • Kolhapur, IN
    Job Description : Senior Associate Credit.We are seeking a motivated and detail-oriented.The successful candidate will have 7-8 years of relevant credit experience and will work closely with the US ...Show more
    Last updated: 30+ days ago • Promoted
    Fundraising & Investor Relations Lead

    Fundraising & Investor Relations Lead

    EngageReel • sangli, maharashtra, in
    We are looking for a strategic, sharp, and entrepreneurial professional who can drive our fundraising efforts end-to-end. This role requires someone who deeply understands our business, can articula...Show more
    Last updated: 7 hours ago • Promoted • New!