3933 Mf Jobs - Page 11

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

Greetings from Avani consulting we are hiring for leading AMC Role & responsibilities 1. Responsible for Sales for the assigned Banks, 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Should be sensitive to their needs in...

Experience - minimum 2 yrs in relevant industry Graduate with NISM 8 certifications can apply Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework

The responsibility Job Description Position: Manager/Senior Manager Experience -8 - 10 Years Reporting to-Zonal Head/Lead Passive Location-Bangalore, Department-Sales - Passive Business CTC Range: 15 - 20 lacs Job Role The key areas of responsibilities are as follows: Work closely with the Sales & Distribution team to identify and target existing and potential clients within each segment / channel for passive business. Achieve targeted sales numbers through the assigned channel partners. Establish, grow,segmen t/channel and manage investment relationships with clients and acquire new clients through market intelligence and regular engagements. Create and implement effective sales strategies ...

Responsibilities: * Achieve sales targets through effective communication and relationship building with clients. * Manage existing client base, identify new opportunities, and expand product offerings.

Title: Manager/Senior ManagerSales (Alternate Business Channel) Multiple Locations Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions fromAMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet forAMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Relationship Manager for field sales with strong background in banking or financial services who can leverage existing client relationships and onboard new investors. Chandigarh,Ludhiana,Dehradun,Delhi,Gurgaon,Ajmer,Sonipat,Meerut,Ghaziabad,Moradabad Required Candidate profile Banking Experience Existing client base New client onboarding

Hiring Area Sales Executive Recruit, train, and develop a high-performing team of advisors Drive team and individual sales targets Support team in developing customer relationships Track and report on sales performance Sales Support to the team Required Candidate profile Experience: 1 to 6 Years in Sales and Marketing in any domain Strong leadership skills with a target-focused approach Excellent communication and relationship-building abilities Perks and benefits Career progression opportunity

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Managing investmentportfolioofFamilyOfficeclientsHNWindividualsand CorporatesRecommendinvestmentproductandservicesthataresuitable for individualfamiliesandcorporatebased ontheirobjectives/mandateresourcestimehorizonriskprofileandpreferencesExecute

Description: Role Title:Playwright Developer Primary Skills :Automation Testing Secondary Skills :API Testing Client Interview (Y/N):Y Detailed Skill Descriptions (With relevant years of experience) :This person should have overall 5+ years of automation experience with 2+ years Playwright automation. Responsible for understanding existing automation framework, test planning and writing automated scripts using Playwright for various applications. This person should have the ability to track multiple test efforts simultaneously and to be able to synthesize the results in fast paced environment. This person should be Proficient in using Test management tools like JIRA/QMetry/MF ALM/Octane. Kno...

Description: Role Title:Automation Tester Primary Skills :Automation Testing Secondary Skills :Telecom Domain Client Interview (Y/N):No Required experience :6-8+ years of Manual, API Testing and Automation, Telecom domain knowledge is preferred. Experience on Strong Java + Selenium + RestAssured skills Responsible for developing and executing formal test plans to ensure the delivery of quality software applications. This person is involved in writing test cases/scripts. This person should have good experience in Service level/API/Backend testing as well. The Quality Assurance person works on projects of high complexity within one or more development environments and on multiple programs/syst...

Description: Primary Skill:Manual API Testing Secondary Skill:Telecom Domain Client Interview (Y/N):No Role Description:Required experience :5+ years of Manual, API Testing and Automation, Telecom domain knowledge is preferred. Responsible for developing and executing formal test plans to ensure the delivery of quality software applications. This person is involved in writing test cases/scripts. This person should have good experience in Service level/API/Backend testing as well. The Quality Assurance person works on projects of high complexity within one or more development environments and on multiple programs/systems as API test engineer. This person should have the ability to track multi...

Description: Role Title:Manual Testing Primary Skills :API Testing Secondary Skills :Telecom Domain Client Interview (Y/N):No Role Description Required experience :09+ years (Manual API Testing / Functional ) Responsible for developing and executing formal test plans to ensure the delivery of quality software applications. This person is involved in test planning, writing test cases/scripts. This person should have the ability to track multiple test efforts simultaneously and to be able to synthesize the results in fast paced environment. This person should be Proficient in using MF ALM/Octane Test Suite or other Test Management Tools. Knowledge on Telecom mobile domain is preferred Named Jo...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

CASA sales portfolio management

Acquire, manage, and deepen relationships with UHNI clients. Upsell and cross-sell Mutual Fund products as per assigned targets. Generate new business through referrals and networking. Analyse client portfolios and recommend suitable investment strategies. Conduct regular client reviews to ensure portfolio performance and satisfaction. Maintain strong compliance and adhere to internal and regulatory guidelines. Serve as the single point of contact for all client queries and investment needs. Achieve business and AUM (Assets Under Management) growth targets across product mix. Share your resume to Koushik.k@experis.com or whatsapp : 9080189216

Job Title: Team Leader - Affluent Relationship Manager Customer Engagement Channel Location: Mumbai Industry: Banking / Financial Services / Investment Advisory Experience Required: 5 - 10 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point contact fo...

Job Title: Affluent Relationship Manager Customer Engagement Channel Location: Mumbai Industry: Banking / Financial Services / Investment Advisory Experience Required: 5 10 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point contact for assigned HNI/U...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department/Business Partner Group . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Candidates with relevant experience from same industry alone will be considered for interview.

Key Skills Required: Good understanding of Microfinance / JLG model and rural credit operations. Strong field-level experience and relationship-building ability. Good communication skills in local language and basic computer knowledge. Integrity, patience, and willingness to travel extensively in rural areas. Target-driven and able to work under pressure.