A Mutual Distribution Firm seeks Staff in Navi Mumbai Looking for sales & relationship management roles in areas like Vashi, CBD Belapur, Kharghar & Thane, leveraging their existing knowledge of mutual fund products & client interaction to build a new career within the region.
Job Titles | Mutual Fund Sales Executive, Relationship Manager, Wealth Advisor, Investment Consultant, Financial Advisor
Key Skills
1. Strong understanding of various Mutual Fund schemes (Equity, Debt, Hybrid)
2. Proven track record in client acquisition & relationship management
3. Excellent communication & sales skills
4. Knowledge of market trends & investment strategies
5. Proficiency in using CRM tools
Anyone interested pls contact on 7506265365
MonePlan Investory
MonePlan Investory
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Founded in 2020, MonePlan Investory was started with an endeavour to streamline the wealth of people & enable them to enjoy brighter side of life.
We, at MonePlan are driven by hunger to push boundaries & reinvent ourselves for the sake of our clients.
27/06/2024
Investory | Time to Stay with your Investments rather than Time your Investments
12/05/2024
| The best time to start a SIP was yesterday, the next best time is today! Every SIP counts, so be future-ready!
07/05/2024
Investory | In a changing world, success is a matter of time, Start investing in Mutual Funds with MonePlan Investory.
Corrections are temporary, Growth is Permanent.
Call Us Now: +91 75062 65365 or Email us at [email protected]
24/03/2024
Wishing you & your family a Holi that’s as sweet as Gujiyas, as bright as Rangolis & as joyful as Laughter.
08/03/2024
The of reminds us all that is the of the . He is the & we him to get or moksha.
!
🌟 Discover Financial Freedom with MonePlan Investory
Are your financial goals within reach? Let us help you take the first step towards Financial Success!
📈 Why Choose Us?
✅ Expert Financial Planners with 3+] years of experience
✅ Personalized Investment Strategies
✅ Proven Track Record of Delivering Results
✅ Transparent Structure
🔒 Your Financial Future, Our Priority! 🔒
💼 Services We Offer
💹 Equity Markets | Mutual Funds | Insurance -Life, Medical, General etc
💹 Wealth Management | Advisory Portfolios | PMS | AIF's
📊 Investment Planning via Mutual Funds, Fixed Deposits, Bonds & NCD's
🏡 Real Estate Investments | REIT's
📜 Retirement Planning via Mutual Funds | Fixed Instruments
💡 And More!
📞 Contact us today for a FREE Consultation & Start building your Wealth!
☎️ 7506265365 or 9422082313
📧 [email protected] or [email protected]
🤝 Join the many who have already secured their Financial Future with MonePlan Investory. Let's work together to achieve your Financial Dreams!
15/08/2023
“In the struggle for freedom, every drop of blood shed is a salute to the sky, a tribute to the generations yet unborn.” – Bhagat Singh
19/06/2023
.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
✅ Invest today for long-term goals with ICIIC Pru GIFT LT AI Guaranteed Income Plan
✅ ⭐⭐ Pay ₹ 2.5 Lakh for 10 years & get ₹ 2.83 Lakhs for 30 years with ₹ 27.5 Lakhs ROP (Return of Premium)⭐⭐
✅ Only days left as current rates are being revised after 30th June 2023!
👉 Interested to Invest or want know more or need help pls call out @ 7506265365 or mail me at [email protected]
14/05/2023
.me/MonePlan : Stock Markets & Investment Updates with MonePlan : Are you looking to grow your Wealth & secure your financial future?
Look no further than MonePlan Investory Your partner in investment success!
With our Expertise in Financial Products, we can help you achieve your Financial Goals | Whether you're looking to invest in Stocks, Mutual Funds, Bonds or Insurance etc we have the knowledge & expertise to guide you every step of the way.
Invest with confidence & watch your money grow with MonePlan Investory | Take control of your finances & start building your wealth today.
Connect @ 075062 65365 or mail ar [email protected]
25/04/2023
.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
New Public Issue of NCD | Issuer : Cholamandalam Investment & Finance Company Ltd.
◖Type Of Instrument: Secured, Rated, Listed, Redeemable NCD
◖Mode Of Issue: Public Issue
◖Rating: ICRA AA+/Stable by ICRA and IND AA+/Stable by India Ratings & Research Private Limited
◖Base Issue Size: ₹500 Cr
◖Option to over subscription: ₹ 500 Cr
◖Minimum Subscription: ₹ 375 Cr
◖Face Value: ₹ 1,000 Per/NCD
◖Minimum Application Size: ₹ 10,000
◖Frequency Of Interest Payment For all categories of Investors |
22 Months | Annual: 8.25% | Cumulative: 8.25% (₹1156.64)
37 Months | Annual: 8.30% | Cumulative: 8.30% (₹1279.15)
60 Months | Annual: 8.40% | Cumulative: 8.40% (₹1497.40)
◖Allocation Ratio | Institutional: 20% | Non-Institutional: 25% | HNI: 25% | Retail: 30%
◖Issue Opening Date: April 25, 2023
◖Issue Closing Date: May 09, 2023
👉 Interested to know more or want to start a investment review of investment please call back at 7506265365 or mail at [email protected]
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