6112 Investment Products Jobs - Page 28

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

egional Head- Stock Broking & Investment Products, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Allaances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for...

Regional Head- Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales tea...

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

PCG (Pvt Client Group) Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Experience : - 1. Should be from Equity Broking Industry with minimum of 2 ...

We are having an urgent requirement for the position of Relationship Manager- HNI Acquisition for Chennai Location. Job Description: Lead and manage a team of Relationship Managers to drive HNI client acquisition, CASA growth and deepening existing relationships. Drive engagement across banking & investment products Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance, Credit Cards and cross-sell opportunities. Enhance product holding per client through targeted cross-sell, privilege program onboarding and quality NTB acquisition. Plan and monitor RM performance, ensure activity discipline, tele-calling quality and achievement of revenue & goal sheet targets. Conduct...

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager Investments Sustainable Investments The Sustainable Investment Analyst will sit within Mercers Investment Management (IM) team reporting to the Sustainable Investment Leader, Pacific. The analyst will play a key role in leading environmental, social and governance (ESG) analytics across Mercers sustainable investment framework and be responsible for integrating and managing data needs across key work streams including but not limited to ESG integration, stewardship, net zero, m...

As a Senior Analyst, you will play a key role in delivering a robust control environment and providing support to Investment Teams to ensure effective pre- and post-trade mandate restriction monitoring. This includes overseeing complex tasks, handling ad-hoc requests, and ensuring timely and accurate delivery of daily operational activities in a fast-paced environment. Key Responsibilities Work within a team responsible for Investment Restriction Compliance Management --violation oversight, onboarding, and query resolution. Oversee daily reviews of overnight violation monitoring; escalate and track issues through to resolution. Partner with Investment Desks, Product, and Client Executives ac...

Location: Rajkot, Gujarat (In-Office) Experience: 6 to 24 Months Salary: 2.25 To 3.5 Lakhs Per Annum (Fixed) + High Performance Incentives Role Overview: Your Impact You will act as a trusted bridge and the crucial link between our Sales Team and our high-value clientele . Your core mission is to provide Trust and Support to ensure that clients smoothly transition from our educational Webinars to a personalized 1-on-1 Strategy Meeting with our Wealth Strategist (WC) without hesitation. Important Note: This role is focused on Support, Engagement, and Coordination , not high-pressure or cold-calling sales. Working Hours & Reporting Working Days: Monday to Saturday. Standard Hours: 9:00 AM to 6...

Roles & Responsibilities: Identify, acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to convert and retain them. Ensure high-quality service and post-sales support to strengthen customer relationships. Understand client needs and recommend suitable investment, insurance, and financial products. Stay informed about various asset classes to suggest well-structured investment portfolios in collaboration with Investment and Product teams. Maintain client data, track discussions, analyze insights, and generate reports using available tech tools. Manage relationships with internal and external partners effectively. Ensure adherence ...

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Good relationship management and service focus to HNI Clients Responsible for gathering asset for investment products such as mutual funds, PMS, Bonds Increase the AUM & Revenue from the mapped book resume.aspiringmantra@gmail.com Call 9318431991 Required Candidate profile Graduate/ PG With 4-6 Years Exp in Wealth Management Good knowledge in stock broking Meet with HNI Clients in daily basis for there portfolio Experience in managing HNIs and Ultra HNI Segment

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Relationship-building skills to acquire new clients & expand (AUM) Conduct in-depth financial assessments for clients, including investment planning, Tax Identify opportunities to deepen client relationships, cross-sell services & generate referrals Required Candidate profile Graduate with 2-3 yrs experience in Financial Product Sales Good communication & interpersonal skills required. Analytical thinking and problem-solving abilities. info.aspiringmantra@gmail.com

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. Drive overall growth in liabilities and investment products within the HNI segment. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). Develop and expand customer relationships for both liability and retail asset products. Inform clients about new products and enhanceme...