3933 Mf Jobs - Page 12

Responsibilities: * Provide financial advice on Mutual funds & portfolio management. * Handle NISM certification requirements. * Meet sales targets for SIP and LUMPSUM. * Regular interaction with HNI and UHNI clients. Health insurance Annual bonus Leave encashment Referral bonus Mobile bill reimbursements Retention bonus Sales incentives Life insurance

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal. Increase client database by meeting new clients Required Candidate profile Excellent socializing and relation building skills Excellent communicating and listening skills B2C Sales LI, GI, FD and MF.

As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.

As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.

As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.

-Managing & Acquisition of HNI/UHNI & Corporate clients (with surplus investment amounts of Rs. 1 Crore above) & offer wealth advisory services. -Need to ensure growth of AUM or book size. -Execute cluster business plans for the Wealth Management Required Candidate profile - Minimum 5+ Years of experience in Wealth Management experience in the industry/ Must be from Wealth Platform or banking background -Qualification: Graduation / MBA, AMFI

-Managing & Acquisition of HNI/UHNI & Corporate clients (with surplus investment amounts of Rs. 1 Crore above) & offer wealth advisory services. -Need to ensure growth of AUM or book size. -Execute cluster business plans for the Wealth Management Required Candidate profile - Minimum 5+ Years of experience in Wealth Management experience in the industry/ Must be from Wealth Platform or banking background -Qualification: Graduation / MBA, AMFI

-Managing & Acquisition of HNI/UHNI & Corporate clients (with surplus investment amounts of Rs. 1 Crore above) & offer wealth advisory services. -Need to ensure growth of AUM or book size. -Execute cluster business plans for the Wealth Management Required Candidate profile - Minimum 5+ Years of experience in Wealth Management experience in the industry/ Must be from Wealth Platform or banking background -Qualification: Graduation / MBA, AMFI

Responsible for guiding and motivating a team of Insignia Relationship Managers to achieve target revenue. It involves strategic tactics to acquire new clients, deepen client relationships, cross-sell products, and engage with clients effectively.

Role & responsibilities Industry: Asset Management Company (AMC) Key Responsibilities: Manage and grow relationships within the Private Wealth , Private Banking , and Large MFDs segment. Focus on B2B client engagement across Banks, Private Wealth outfits, and NDs. 7-9 years of relevant experience in a similar client-facing role. Develop and execute market-focused strategies to maximize business from the assigned channel. Stay updated on market outlooks and share insights with partners to aid in decision-making. Candidate Profile: Must be from the AMC industry with strong experience in managing Banking and Private Wealth channels. Experience in dealing with Private Banks , Private Wealth firm...

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 TitleAutomation 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/systems as...

Description Role TitlePlaywright 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. Knowledg...

Description: ***This tagging is backfill Om Sai Goli*** 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 managemen...

Description: ***This tagging is backfill Anusha Mamillapalli*** 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 m...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increas...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Experience - 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling.

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Experience - Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS a...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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 ...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...