6112 Investment Products Jobs - Page 20

Job Title: Deputy Manager Mutual Fund /Alternative Investment Fund-Back office CAMS is a technology driven financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. As the market leading Registrar and Transfer Agency to the Indian Mutual Fund industry, CAMS serves ~68% of the average assets under management as of July 2024. We also provide technology enabled service solutions to Alternatives and Insurance Companies. Besides serving as a B2B service partner, CAMS also serves customers through a variety of touch points such as pan-India network of service centres, white label call centre, online, mobile app and chatbot. AIF-Alternative I...

Develop and maintain strong relationships with channel partners, understanding their financial aim, goals, and risk tolerance. Schedule and conduct regular channel partner meetings to review their financial vision, debt investment products or services. Ensure all channel partner interactions and transactions comply with regulatory requirements and company policies. Required qualifications, capabilities, and skills Bachelors degree is required. Minimum 1 years of experience in acquiring B2B Channel Partner. Experience from any Financial Product such as Mutual Fund and Insurance

Hi, Role & responsibilities To promote all the product line of Mutual Fund To up sell 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 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 the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure reg...

Job Description Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship manage...

Role & responsibilities To promote all the product line of Mutual Fund To up sell 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 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 the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...

Company Description mastertrust Group is a leading financial services provider in India with over two decades of impeccable client servicing. With a workforce of 1,000+ employees and over 300,000 client relationships, the organization focuses on cultivating an investment culture centered on value investing. As a one-stop destination for all investment needs, mastertrust is committed to delivering relationship-driven financial solutions tailored for retail customers. The company's mission is to consistently meet the diverse financial requirements of its valued clients. Role Description This is a full-time on-site role for Manager Sales/Manager Trading, Relationship Manager, Dealer, located in...

Responsibilities Independently execute complex transactions and resolve complex problems. Oversee the establishment of new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, collateral, margin exposure, reconciliation, settlement and/or the client reporting process. Identify and resolve complex issues associated with client data, trade breaks, 60% reconciliation breaks, and/or compliance breaches. Prepare reports and maintain controls in alignment with internal policies and clients needs. Act as escalation point and subject matter expert for investment operations activities. Participate in projects. Interface with internal and external personnel i...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Relationship Management of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet s...

Responsibilities: Make outbound calls to generate leads and sell insurance and mutual fund products. Understand customer needs and recommend suitable financial solutions. Achieve daily/weekly/monthly sales targets. Maintain call records and update CRM. Ensure compliance with IRDAI/SEBI guidelines. Requirements: Experience in outbound or telesales (financial services preferred). Excellent communication and convincing skills. (Must Have) Basic knowledge of insurance and mutual funds.. Interested candidate kindly share your resume at moni.singh@bajajcapital.com

Role & responsibilities Should be from AMC background managing Banks and Private wealth. This is a B2B position and candidates should be from AMC Industry only. Can be from any private wealth outfit or private banking department of the bank. With decent relevant industry experience, knowledgeable and presentable. Candidates residing in Pune are preferable, but no compulsion. Should have good knowledge about investment products and fair understanding of market outlook. Experience should be 7-9 years in relevant role as mentioned above. Candidate who is handling Private Wealth channel, Private banking or Largest MFDs in current role. Preferred candidate profile

Responsibilities: * Manage client relationships & Investment Planning & Review * Execute the investment planning and rebalancing the portfolio from time to time Female Candidates with CFP certificate completion should only apply

CLUSTER HEAD Roles and responsibilities: Act as the company`s brand ambassador within the assigned territory, demonstrating strong market understanding and exceptional channel management skills. Influence and motivate channel partners to consistently achieve revenue and business targets. Drive business growth by promoting and selling a range of investment products through the assigned bank channel. Support bank Relationship Managers (RMs) in acquiring new clients, strengthening existing relationships, and increasing product penetration. Conduct regular training sessions for channel teams on products, processes, and sales techniques to maximize productivity and performance.

Contact Person - Mr. Rubal Verma If you're interested, Kindly share your cv:Anjali3.Shukla@axisbank.com We are looking for a dynamic and customer-focused Virtual Relationship Manager to manage our NRI portfolio. The role involves premium service delivery, revenue generation through cross-sell and up-sell, and deepening customer relationships. Key Responsibilities: Achieve revenue targets (IPG and cross-sell) from mapped NRI customers. Provide premium customer service and manage client relationships. Drive CASA deepening, NTB lead generation, and NDIAS services. Cross-sell investment, asset, card, and liability products. Ensure compliance with internal controls and regulatory guidelines. Use ...

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...

About the role: This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA. We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big corporates, investment houses, CVCs, financial advisors etc. to support their investment decisions through financial modeling, investment research, and portfolio analysis. This role involves evaluating investment opportunities, monitoring financial performance, and providing recommendations to optimize returns. The ideal candidate will have...

Job Requirements Job Description: Private Banker - First Private - South Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location:- South IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South region. As a Private Banker/Partner, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions. Key Responsibilities Develop and maintain relationships with high net worth clients in the South region Understand clients f...

Job description Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities . Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. . Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. . Simplify complex financial concepts for easy understanding of new and e...

Role Overview: The Investment Reporting Analyst will manage client investment reporting, portfolios, and dashboards while ensuring accuracy and timely delivery. The role supports performance analysis, investor communication, and process improvements. Key Responsibilities: Manage client investment accounts and prepare regular updates for RMS of the client. Maintain, review, and update client reports accurately and on time. Track account margins and help in deployment of excess funds in line with company policies. Assist in fee calculations, quarterly performance reports, and investor communications. Prepare and format pitch decks for client and internal presentations. Coordinate with finance ...

KEY RESULT AREAS SUPPORTING ACTIONS PRODUCT DEVELOPMENT & INNOVATION Designing & developing new investment products Enhancing existing products basis market feedback Incorporating technological advancements to improve product/process offerings MARKET & COMPETITIVE ANALYSIS Conducting market research to identify trends, customer needs & competitive products Analyzing competitor strategies and adjusting internally/externally via products and journeys WORK WITH CROSSFUNCTIONAL TEAMS Work collaboratively with crossfunctional teams to execute strategic initiatives, including Business Unit and marketing. Ensure that everyone is aligned with the companys goals and objectives and working towards a c...

We are seeking a dynamic, self-motivated and result driven Relationship (Senior) Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering company s financial services as well as selling subscription plans of Company s business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone. Responsibilities: Achieve monthly targets set by the organization for...

At Kotak Mahindra Bank, we aim to transform banking through technology-driven solutions. We are looking for a Software Product Manager with 5-9 years of experience in designing and delivering enterprise or internet-scale tools. The ideal candidate will have domain expertise in investment products and financial markets, with prior experience in building journeys for offerings like mutual funds, ETFs, SIPs, and retirement products. This role requires a blend of technical proficiency, market insight, and leadership to drive product success. Location: Mumbai / Hyderabad / Gurgaon Experience: 5-9 Years Education: Bachelor's or Master's degree in Computer Science, Business Administration, Finance,...

Title Instrument Modelling Senior Specialist Department Asset Management CAO Team Location Gurgaon Reports To Head of Attribution Operations Level 5 Department Description The Performance and Attribution team sits within the wider Investment Analytics group and provides performance information and portfolio analysis for Fidelity International Limited (FIL) worldwide. The new formally team will operate a hub a spoke model with two centres of excellence in Dublin (Ireland) and Dalian (China) supported by local specialists in London, Tokyo and Hong Kong. The Investment Analytics function brings together Trading Analytics, Portfolio Construction Service and the Performance and Attribution teams ...

Role Description As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining inve...

Field Sales Wealth Portfolio Mutual fund, PMS, Equity Advisors Required Candidate profile Field sales manager Intrested in B2B Wealth manangement ( Equity/ PMS/ Mutual funds) 9623571539 ( whatsapp only )

Job Description Role Overview: We are seeking proactive, client-focused professionals to join our Wealth Management Team. You will manage existing client relationships, deepen engagement, increase assets under management (AUM), and keep clients informed about portfolio performance and market trends. Key Responsibilities Manage a portfolio of 8090 clients with current AUM of ?100150 Cr, with potential to grow to ?350400 Cr. Build and maintain long-term relationships with high-net-worth individuals (HNIs), including CXOs, professionals, and entrepreneurs. Conduct quarterly portfolio review meetings to discuss performance, benchmarks, and address client queries. Maintain regular digital engagem...