6112 Investment Products Jobs - Page 22

As a Channel Sales Manager at IBL Finance Limited, your role will involve managing channels such as IFAs, MFDs, and Wealth Management firms for investment products. Here is a breakdown of your job responsibilities and qualifications: Responsibilities: - Manage channel sales of investment products through IFAs, MFDs, and Wealth Firms. - Utilize your strong network of IFAs in the assigned geography to offer products effectively. - Demonstrate a clear understanding of markets and products, including providing essential training to distributors. - Develop a sales strategy to drive sales from new channel partners and increase wallet share from existing partners. - Provide support to local staff o...

Role & responsibilities Looking for experienced Wealth Managers / Advisors - PCG Sales | Kolkata | Upto 20L who have a proven track record of managing HNI & UHNI clients with a strong client base. Experience in Wealth Management, Private Banking, or Broking A significant AUM that you currently manage Strong relationship-building skills with HNI/UHNI clientele Working knowledge of investment products Mutual Funds, PMS, AIF, Insurance, and more Preferred candidate profile Minimum 5 years experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Broking professional with exp. in client acquisition, trading operations, and compliance. Client onboard and sell financial products MF, SIPs, IPOs, bonds, and insurance. Executing trades across all segments managing onboarding and backoffice

Bajaj Capital Ltd is currently hiring for / . across the entire Hyderabad and Vijayawada location with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at priyanshi.khandelwal@bajajcapital.com

Responsibilities: Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications : 1-7 years of work experience with Mutual Funds and PMS Compensation : 25,000 - 39,000 in-hand Location - Sector 3 Noida Mobile bill reimbursements Travel allowance Health insurance Sales incentives Performance bonus Referral bonus Leave encashment

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 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients/partners, makes product pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance w...

Roles and Responsibilities Work closely with Legg Mason for oversight of fund administration Monitor and manage service level quality of third party providers such as the custodian, fund administrator, and transfer agent Perform necessary daily and monthly checks and controls for the mutual funds Provide accounting reports for internal and external clients Coordinate year-end audits with Legg Mason, Auditor, and custodian Attend to daily inquiries from internal or external clients on the mutual funds Manage and execute instructions on trade orders on behalf of WA funds and clients Reconcile cash, futures & options, swaps, net assets, performance, etc. against the custodian, third party admin...

We have an opening with one of the leading AMC. Designation: Relationship Manager- Customer Engagement Grade: AM/ DM/Manager (Individual Contributor) Experience: 3 to 7 years Responsibilities:- To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company 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...

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc....

Managing clients' investment portfolios to ensure financial success. Proactively seeking new clients. Discussing major financial goals of clients to better understand their objectives. Conducting risk assessments on investment options.

Role & responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Preferred candidate profile

Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients/partners, makes product pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance w...

Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients/partners, makes product pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Reporting and compliance Ensures 100% compliance w...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

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...

Looking for Relationship Officer with 3–5 Yrs Exp in wealth management to handle client portfolios, strengthen Client relationships, recommend financial products & support revenue growth. Strong communication and financial product knowledge required. Perks and benefits Incentive; PF; Emp Insurance; Travel-Allowance

Role Description Role Description:As a Software Engineer - Investment ops 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 Developin...

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...

Responsibilities: Manage client relationships through regular communication and meetings Collaborate with cross-functional teams on product development and marketing initiatives Drive Insurance & Mutual Fund business through assigned distributors Health insurance Provident fund

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization s policiesAct with Integrity Duties and Responsibilities Responsible for managing and upkeep of the branch Manage a team of 5 PSFs Cross-sell/Upsell FD & other investment products Acquisition target Catchment area mapping Data distributions to PSFs Conduct localized marketing events Required Qualifications and Experience 2-3 years of experience in customer relation...

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization s policiesAct with Integrity Duties and Responsibilities Responsible for managing and upkeep of the branch Manage a team of 5 PSFs Cross-sell/Upsell FD & other investment products Acquisition target Catchment area mapping Data distributions to PSFs Conduct localized marketing events Required Qualifications and Experience 2-3 years of experience in customer relation...

Job Purpose This position is open with Bajaj Finance ltd. Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization s policiesAct with Integrity Duties and Responsibilities Responsible for managing and upkeep of the branch Manage a team of 5 PSFs Cross-sell/Upsell FD & other investment products Acquisition target Catchment area mapping Data distributions to PSFs Conduct localized marketing events Required Qualifications and Experience 2-3 years of experience in customer relation...

Seeking a client-focused Relationship Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment products i.e. Mutual fund ...