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3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a Mutual Fund Sales Manager at iPrudent, you will play a crucial role in promoting mutual fund products, establishing and nurturing client relationships, and ensuring high levels of customer satisfaction. Your responsibilities will include devising effective strategies to drive sales, conducting client consultations, managing investment plans, collaborating with marketing teams, and staying abreast of market trends and regulatory updates. Your success in this role will be measured by consistently achieving sales targets and your commitment to ongoing professional development. To excel in this position, you must possess a strong understanding of mutual funds and investment products, along ...
Posted 2 months ago
8.0 - 12.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Subject Matter Expert in Wealth Management, with over 12 years of experience, you will be based in Mahape, Navi Mumbai, and will play a crucial role in the successful execution of a Digital Wealth platform utilizing Comarch for our overseas client. Your primary responsibility will involve translating intricate wealth management requirements into functional and testable deliverables to ensure alignment with business objectives, regulatory standards, and customer experience expectations. Your key duties will include being the main domain expert for wealth management, digital advisory, and investment journeys. You will need to interpret and validate various business requirements related to...
Posted 3 months ago
8.0 - 12.0 years
0 Lacs
navi mumbai, maharashtra
On-site
We are looking for a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience to join our overseas client team in Mahape, Navi Mumbai. If you are someone who possesses profound knowledge in wealth management and digital advisory, and have hands-on experience with Comarch or similar platforms, we would like to hear from you. As a Wealth Management SME, you will play a crucial role in implementing a Digital Wealth platform using Comarch. Your responsibilities will include translating intricate wealth management requirements into functional and testable deliverables, ensuring they align with business objectives, regulatory standards, and customer expectations....
Posted 3 months ago
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