14 Amfi Certified Jobs

We're hiring a Sales Executive Mutual Fund in Mumbai. Promote MF products to individuals & HNIs, meet sales targets, provide tailored advice, ensure compliance, and offer post-sales support & reviews. Strong MF knowledge & valid ARN number required.

Role & responsibilities This role is primarily responsible for imparting training on Mutual Fund, for NISM 5 skills. Knowledge of Mutual Fund is desirable Having Good communication and interaction skills Good orator Candidate with Teaching/Training experience is desirable Interact with teams in scheduling training activities Designing of Training schedule and programs Good team player Travelling may require as per requirement. Preferred candidate profile A male graduate or diploma candidate with knowledge of Mutual Funds and relevant regulations is desirable. Prior experience in teaching, training, or facilitation is preferred. Regards, Sandipa 7980475998

Role & responsibilities The primary responsibility of this role is to deliver effective training sessions on Mutual Funds, specifically aligned with NISM Series V-A (Mutual Fund Distributors) certification Develop and deliver training to our prospective Mutual Fund distributors Preferred candidate profile A male graduate or diploma candidate with knowledge of Mutual Funds and relevant regulations is desirable. Prior experience in teaching, training, or facilitation is preferred.

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Experience & Qualification: Years of work experience required : more then 2 years. Qualification : Graduate Job Location - Thane Role of Responsibilities: Manage end-to-end mutual fund transaction son BSE STAR MF platform. Place financial and non-financial transaction order CAMS, KFintech, and respective AMC websites. Monitor and track mutual fund transactions for discrepancies or issues. Coordinating with AMCs for resolving business-related queries and issues. Respond to queries from Investors, Branches, RMs, Sub-Brokers , and Clients via email and phone. Importing transactions (RTA Feeds) into ACEMF BackOffice System(Accord). Verifying and filing offline mutual fund forms(Financial/Non-Financial). Track change of broker transactions and maintain related MIS reports . Co-ordination with the software developer and supporters of Mutual fund System for system- related issues or developments. Preparing and maintaining MIS and activity reports like: Monthly new registered SIPs Collection reports Stopped SIPs Daily Transactions

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills – Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills – Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture Required Candidate profile Qualification : MBA/PGDM Freshers or Graduates with minimum 2 years of Relevant Experience Area of Expertise : FINANCE, SALES & MARKETING Please find Youtube link of Job profile:- https://www.youtube.com/watch?v=E0KdpsGQiE8 CTC Offered : We will offer an annual Cost to Company (CTC) worth Rs. 6 ,10,200/- P.A . ( Fix CTC of Rs. 3,66,120/- P.A. + Variable CTC up to Rs. 2,44,080/- P.A. subject to performance) including all the perks and other benefits. And the other perks and reimbursement attached to your employment are: Rs 15,00,000/- Sum Assured Life Insurance Rs 5,00,000/- Sum Assured Personal Accident Rs 1,00,000/- Sum Assured Mediclaim Policy (If ESI not applicable) Mobile Expense Rs. 1500/- and Petrol Reimbursement at 3.5/- per Km. for Business Development Location: Nagpur

About The Role Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios About The Role Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

acquisition of direct sales relationship with -- HNI, Micro/ SME Corporate, Charitable Trust , Co-operative and Commercial Banks and other specific segments selling Mutual fund as the core product along with PMS, PE, and debt Responsible for Target.

We have job openings for RM/Sr. RMs for Mutual Fund Sales for several locations as mentioned below: Ajmer, Allahabad, Amravati, Amritsar, Aurangabad, Bhubaneswar, Bhuj, Bikaner, Cochin, Dehradun, Dhule, Fatehpur, Firozpur, Gorakhpur, Gwalior, Jabalpur, Jalandar, Jalgaon, Jhansi, Jodhpur, Kolhapur, Lucknow, Panaji, Patna, Satara and Shimla. Role & responsibilities Promote and sell mutual fund products to Individuals, HNI, MFD's (B2B) Conduct client meetings and investment presentations. Analyze clients financial goals and recommend suitable mutual fund schemes. Ensure compliance with SEBI and AMFI regulations. Achieve monthly/quarterly sales targets. Maintain strong relationships with existing clients for upselling/cross-selling. Regularly update knowledge on mutual fund products and market trends. Preferred candidate profile Graduate/Postgraduate in Finance/Marketing or related field. AMFI Registration (mandatory). 1 to 3 years of experience in financial product sales preferred Strong communication, analytical, and interpersonal skills.