850 Amfi Jobs

Role & responsibilities Job Description of Relationship Manager CEC Responsibilities: To promote all the product line of Prudential Mutual Fund To up sell Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for t...

An ICICI AMC Branch Manager leads branch operations, focusing on growing the mutual fund business by acquiring clients, managing/training a team (Financial Advisors/IFAs), driving sales targets, ensuring regulatory compliance Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...

Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

To ensure strict compliance to billing policy / tariffs & SOPs. To continuously check the interim bills of admitted patients. To ensure compliance to IRDA guidelines while preparing Non-payables in TPA cases. To help maintain Billing & Discharge TAT by timely & accurate bill preparation. Help in creating SOPs & HIS improvement for IP Billing. Coordinating / Liaoning with other departments’ i.e marketing, IPS, IT, Pricing cell for better & smooth billing practices. To check PSU / Corporate patients' documentations / valid AL while crediting the bill. To lead by example in exhibiting high levels of service orientation and proactive customer handling. To ensure total familiarity with all instru...

Designation: Relationship Manager Grade: Manager/ Sr. Manager Location: Hyderabad, Nellore, Vijayawada, Guntur, Vizag Industry: Banking Education : Graduate/ MBA CTC: Up to 9.5 LPA Exp. CASA Sales, HNI Portfolio/ Relationship Management from banks/NBFCs. Role: -Develop New and Existing HNI Customer relationships in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided bank. -Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. -Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. -Us...

The Company Secretary will be responsible for driving governance excellence and ensuring full compliance for Mutual Funds business of the company This role will serve as the key link between the Board, regulators, trustees, and senior management, providing legal and secretarial expertise to uphold statutory obligations under SEBI, AMFI, and the Companies Act By enabling effective Board functioning, ensuring timely regulatory filings, and embedding governance best practices, the incumbent will play a pivotal role in safeguarding stakeholder confidence, strengthening compliance culture, and supporting the long-term integrity and growth of the Mutual Funds business of the company

Role & responsibilities Develop customized financial solutions based on client requirements and long-term financial goals Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates. Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies. Drive AUM growth by maintaining and deepening relationships with existing investors. Periodically review and rebalance portfolios in line with market trends and client objectives. Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance. Share market insights, research papers, and product updates with cl...

Role Overview: As a Team Leader, you will be responsible for leading a team of Virtual Relationship Managers (VRM) to ensure service, sales, and profitability from the assigned portfolio. You will collaborate with fulfilment teams to achieve best in class conversion ratios and ensure availability of trained manpower to maintain production at 100% capacity. Meeting cost to income ratios, adherence to Standards of Performance, and achieving Customer Satisfaction index as measured through NPS surveys will be key aspects of your role. Key Responsibilities: - Lead a team of Virtual Relationship Managers to drive service, sales, and profitability - Collaborate with fulfilment teams to ensure best ...

Work Schedule Working Days: 6 days a week 1st, 3rd, 5th Saturdays: Off 2nd & 4th Saturdays: Working Working Hours: 9:30 AM to 6:30 PM Key Responsibilities Develop a strong network and maintain high-quality exposure within the local market. Acquire new financial advisors/distributors and manage relationships with existing ones. Ensure AMFI certification (must be AMFI/NISM certified or willing to complete the certification within 6 months of joining). Build and maintain strong, long-term relationships with advisors. Lead, motivate, and support a team of financial advisors to achieve business targets. Required Skills & Qualifications Minimum Graduation required. Strong communication skills (ver...

Job description Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, 2.as per the assigned database, generation of fresh leads through reference to shore up the clientele ,3 Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers ...

Job Title: Team Leader Mutual Funds Location: Bangalore Department: Operations Key Responsibilities: Candidate should have knowledge on mutual funds. Ensure adherence to SLAs, KPIs, and quality benchmarks. Lead, mentor, and manage a team of agents to achieve individual and team goals. • Collaborate with clients to understand business requirements and ensure service delivery expectations are met. • Drive continuous improvement initiatives focused on productivity, efficiency, and customer experience. Generate and present operational performance reports to senior management and clients. Ensure strict compliance with company policies, data protection protocols, and industry regulations. Qualific...

Role - Digital Banking-Digital Journey Manager Location - Kolkata Profile - Senior Manager / AVP Looking for candidates with atleast 5 years of financial industry domain experience and Digital Banking Experience. Job Purpose: Prepare a Product Development enhancement plan for various existing products on Digital Application Platform (DAP)/Adobe/Auto Circle/Healthcare/EVA ,Whatsapp or any other platform Deliver effective solution to simplify customer acquisition by improving UI/UX, integrating various API/solutions available in the market with the platform to provide smooth onboarding. Co ordinate with stakeholders for approval on the development journey. Benchmark journey with other competit...

Role - Digital Banking-Digital Journey Manager Location - Mumbai Profile - Senior Manager / AVP Looking for candidates with atleast 5 years of financial industry domain experience and Digital Banking Experience. Job Purpose: Prepare a Product Development enhancement plan for various existing products on Digital Application Platform (DAP)/Adobe/Auto Circle/Healthcare/EVA ,Whatsapp or any other platform Deliver effective solution to simplify customer acquisition by improving UI/UX, integrating various API/solutions available in the market with the platform to provide smooth onboarding. Co ordinate with stakeholders for approval on the development journey. Benchmark journey with other competiti...

Hiring Relationship Manager | Leading Bank Chennai 5 11 LPA CASA / Banking sales experience mandatory Key Responsibilities: CASA acquisition & cross-selling banking products Manage existing customer portfolio Onboarding new customers and building long-term relationships Achieve monthly CASA & revenue targets Ensure high customer service standards Generate leads through market visits & references What Were Looking For: Strong sales background in Banking Good market knowledge & customer handling skills Excellent communication Ability to work with targets and field work Send CV: Please share & refer within your network!

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserve Asset Management

Payroll-Bank Des-PBO Loc-Andheri Answer inbound calls and assist customer with their Queries/Request/Complain Raise Request & Complaints on behalf of the customer in the CRM tool Generate leads and educate customers about new products & their benefit Required Candidate profile We need candidates with excellent English communication skills Both Graduates and PG can apply Age Limit - 32yrs Rotational shifts and rotational week offs with 5 days working call 8169642494 Yogesh Perks and benefits Medical Allowance + Performance based Incentives

AVC:SKY - Virtual RM INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SKY - Unit Manager - Tele Is a Team leaderNoTeam Size:NA Grade:DM/Mgr/SM Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Mumbai, Gurgaon, Pune, Bangalore, Mumbai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party ...

AVC:SKY - Virtual RM INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SKY - Unit Manager - Tele Is a Team leaderNoTeam Size:NA Grade:DM/Mgr/SM Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Mumbai, Gurgaon, Pune, Bangalore, Mumbai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party ...

AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SYK - Unit Manger - Wealth Is a Team leaderNoTeam Size:NA Grade: Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products...

Contact person: Priyanka Chandra Role: Unit Manager Tele (AVC: SKY) Grade: Manager / Senior Manager Location: Gurgaon Business: Retail Banking | Department: Axis Virtual Centre About Axis Virtual Centre Axis Virtual Centre (AVC) is Axis Banks digital engagement hub, connecting with customers virtually to deliver superior service and drive financial solutions through cross-sell and upsell. AVC ensures seamless customer experience while optimizing business growth. Role Overview The Unit Manager – Tele is responsible for leading a team of Virtual Relationship Managers (VRMs) to achieve business targets through effective portfolio management, cross-selling, and customer engagement. The role focu...

Contact Person: Risha Jain If you're interested kindly share your cv : Anjali3.Shukla@axisbank.com Virtual Relationship Manager (AVC: SKY) Grade: DM / Manager / SM Location: Gurgaon, Vacancies: 05 Business: Retail Banking | Department: Axis Virtual Centre About Axis Virtual Centre Axis Virtual Centre connects with customers virtually through digital channels, delivering seamless service and leveraging opportunities for cross-sell and upsell of financial solutions. Role Overview The Virtual Relationship Manager (VRM) manages a portfolio of clients, driving balance sheet growth and cross-selling third-party products. The role focuses on deepening ETB (Existing to Bank) and acquiring NTB (New t...

Role: . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy . Cross sells bank products to existing set of Customers . Informs customers of new products or product enhancements to further expand the banking relationship . Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for ...

Job description Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, 2.as per the assigned database, generation of fresh leads through reference to shore up the clientele ,3 Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers ...