759 Amfi Jobs - Page 2

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...

* To up sell products to Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets ...

Job Title: Financial Advisor / Client Servicing Executive Company: PGP Finance Location: Dhanori Pune (Onsite No work from home) Experience: 05 Years (Freshers and Experienced Both Welcome) Employment Type: Full-time About the Role: PGP Finance is looking for dynamic and customer-focused individuals to join our Wealth Management & Insurance Advisory team. This role involves client servicing, telecalling, and portfolio management across insurance and mutual fund products. For fresher trainning will be provided. Key Responsibilities: Interact with clients to understand their financial needs and recommend suitable investment or insurance products (Life, Health, SIPs, Mutual Funds, etc.). Handle...

Company Description- Bigul.co is dedicated to providing investors and traders with the right tools to achieve success in the stock market. We believe that matched with the right strategies, stocks, and tools, everyone has the potential to win in trading. Our mission is to empower every investor to attain their financial goals. Role Overview- We are seeking an experienced Business Analyst (BA) with strong domain knowledge in Capital Markets, BFSI, and Fintech Platforms. The BA will act as a bridge between business stakeholders and technology teams, gathering requirements, analyzing processes, and ensuring delivery of scalable, compliant, and innovative solutions. Key Responsibilities: Work cl...

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 ...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible for providing Financialsolutions to meet the requirements of the existing Mappedcustomers and ensure value added customer service as well asacquiring New to Bank CASA Customers. Responsiblefor handling the portfolio of existing Mapped CASA customers andgenerating revenue / book growth Responsiblefor increasing Liabilities book size of relationships viabalances in accounts of existing mapped CASA customers or throughTerm Deposits, Cross selling of MF / Insurance, Loan products,acquiring family accounts and retaining the relationship Toacquire pre-fixed New to Bank CASA customers through Open Marketreferrals / Referrals from ex...

Job Description: As a Training Specialist, your primary responsibility will be to deliver training to distributors and stakeholders, with a specific focus on providing Training (AMFI and domain) for agents and RMs within the designated zone. You will play a crucial role in establishing and executing training mechanisms for distributors and channel partners. Additionally, you will be conducting training programs at various locations in the assigned region and planning interventions to ensure alignment of organizational objectives with training delivery. Your contribution will also involve developing effective training material and modules to support the training initiatives efficiently. Key R...

Job description Role & responsibilities To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preferred candidate profile Any Gradu...

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 ...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

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 9082104424 Sanika 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

Responsibilities: *Only NISM V-A Certificate & Valid ARN holder can apply. *No fixed salary. It's a Trail Commision plus incentive Job. * Manage mutual fund portfolio * Collaborate with sales team on SIP strategies Work from home Sales incentives Annual bonus Performance bonus Referral bonus

You will be a Mutual Fund Representative at Arch Finance Ltd. (AFL) in Delhi, India. Your responsibilities will include managing investments and portfolios, working with mutual funds, providing customer service, and offering finance-related advice to clients. Your role will be crucial in helping clients achieve their financial goals while ensuring compliance with relevant financial regulations. Key Responsibilities - Manage investments and portfolios effectively - Work with mutual funds to maximize returns for clients - Provide exceptional customer service to clients - Offer finance-related advice to help clients make informed decisions - Ensure compliance with all relevant financial regulat...

Key Responsibilities: Client Acquisition & Relationship Management: Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group's product offerings. Ensure client contactability through regular weekly/monthly interactions. Sales & Revenue Generation: Generate business across: Liabilities: Current Accounts, Term Deposits. Assets: CC, OD, Term Loans, Export Finance. Fee Products: Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management: Conduct client portfolio reviews and recommend suitable products. Maintain complete relationship record...

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

Audits of compliance with the SEBI AIF Regulations. Internal controls and risk management processes. comprehensive audits of investment banking activities, including underwriting and advisory services. Identify any gaps or weaknesses in controls Required Candidate profile CA with 1+ years of post qualification experience in PMS Audits

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Conduct internal audits of PMS schemes and Investment Advisory services.Review investment processes, client onboarding, KYC/AML compliance.Verify that transactions.the client mandate and SEBI guidelines. Updates on SEBI regulations, PMS guidelines.

Job description: Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs *Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Responsible for building relationship with RMs/ Cluster heads of PSU/Private/MNC Banks & National Distributors and sourcing business for AMC funds Required Candidate profile Candidates working with AMC's

Job Description We are looking for a highly motivated and experienced Sales Head Mutual Fund & Fixed Income to lead our sales team and drive business growth. The candidate will be responsible for developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. Key Responsibilities 1) Lead and manage the sales team to achieve business targets. 2) Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. 3) Build strong client relationships and expand the client base. 4) Collaborate with product and research teams to design suitable investment solutions. 5) Monitor sales performan...

Branch Manager Deputy Branch Manager Platinum RM

Job Role: 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. . Exp...

. 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 assign...