3946 Mf Jobs - Page 18

Responsibility : Ensure Position Manager/Sr. Manager Experience 4+ Years Job Role - The key areas of responsibilities are as follows: - Increase AUM, Net Sales, and Market Share of AMC at the Branch - Channel management across IFAs, national distributors, and Banks - Team Management and development of subordinates - Ensure standards of customer service and compliance are met at the branch. - Monitoring the servicing of clients with regards to their payments, redemptions, and specific queries. - Knowledge and & Essential Skills: - Ability to think through & implement necessary strategies to insure healthy shares in the region - Relationship skills necessary to manage high end distributors & i...

Job Title: Relationship Manager- Bank Channel (Sales) Company: Centrum Broking Limited Location: Chennai | Bangalore | Hyderabad | Ahmedabad | Rajkot | Delhi | Kolkata | Durgapur Experience: 2- 5 years in Capital Markets / Financial Services Compensation: INR 4-8 LPA (Depending on experience) Joining: Immediate joiners preferred (Notice period buyouts open) About Centrum Broking Limited Centrum Broking Limited is a f J ull-service broking house offering a wide range of equity-oriented solutions to a cross-section of clients including high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), and institutions. With a philosophy deeply rooted in the Client First” approach, Ce...

Designation : Manager - IFA Channel - B2B Location : Kolkata Salary : Upto 10 Lacs Experience : Min 5 yrs exp in IFA Channel Candidates must be working in AMC / Mutual Funds Company Responsible for Sales for set of IFA's mapped Required Candidate profile Experience - Min 5 yrs experience in AMC(Asset Management Company) / Mutual Funds Co Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel

Responsibilities: * Manage relationships with HNIs & acquire new clients * Provide financial advice on Mutual funds & portfolio management * Handle NISM certification requirements * Meet sales targets Health insurance Annual bonus Leave encashment Referral bonus Mobile bill reimbursements Retention bonus Sales incentives Life insurance

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working,1 Roster off • Age: Between 21 to 36 years Interested candidates can share their resume on WhatsApp - Karan | 7861004785

CASA sales portfolio management

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

CANDIDATE MUST HAVE TWO WHELLER AND DRIVING LICENSE. Job description: - Assisting customers in sale of a range of financial products on phone . - Reaching productivity that meets job standards, while working with speed and accuracy. - Meeting and exceeding targets as assigned periodically. - Ability to learn about products and services and describe/explain them to prospects. - Understanding customer requirement and closing sales. - Responding in a timely and effective manner to all communication. Role: Telesale Consultant Employment Type: On-roll, Permanent Education: Any Graduate / Post Graduate / Diploma (3 yrs Mandatory) Age: Upto 30 Experience: 1 year to 7 Years Location: Chennai Salary:...

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

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

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

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

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

Key Responsibilities Relationship Manager 1. Partner Recruitment & Activation Identify, engage, and onboard new partners in line with the defined sales process. 2. Lead Conversion & Business Development Convert quality leads Ensure timely follow-up and closure of opportunities. Maintain strong relationships with partners 3. Product Knowledge & Training Stay updated on new product launches, process enhancements, and policy changes. 4. Sales Process Adherence Follow the defined sales process diligently from task allocation to execution and reporting. Document activities and updates accurately in the sales process system (CRM). Ensure compliance with all internal policies and business ethics st...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Tamil Nadu & Kerala If interested Please send your cv to varadarajan.dittakavi@bajajcapital.com / +91 7845390817 JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Tamil Nadu & Kerala Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIB...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @ Chennai If interested Please send your cv to harini.sree@bajajcapital.com JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: chennai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospect...

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

As an ideal candidate for this role, you should have experience in handling a minimum transaction of 5000 cr. Your key responsibilities will include: - Handling Treasury Activities including Forex & Trade finance. - Managing Trade Finance import & export documentations, Lcs, Bank Guarantees, Import Finance compliances. - Having exposure to SAP & Exposure to SAP Treasury Module is an added advantage (Preferred). - Planning and forecasting Cash Flow. - Ensuring compliance with Working Capital, FEMA, and other applicable regulations. - Ensuring investments in Fixed Deposits and MF are within approved limits. - Performing Bank Reconciliation. - Dealing with Letter of Credit, Bank Guarantee, and ...

Responsibilities: * Convert Leads * Meet sales targets * Provide investment advice * Build strong relationships with clients * Collaborate with mutual fund companies Health insurance Provident fund

Positions General Duties and Tasks: Process Insurance Claims timely and qualitatively Meet & Exceed Production, Productivity and Quality goals Review medical documents, policy documents, policy history, Claims history, system notes and apply the trained client level business rules to make appropriate Claims decisions, call out claims trends and flag fraud activities Stay up to date on new policies, processes, and procedures impacting the outcome of Claims processing Be a team player and work seamlessly with other team members on meeting customer goals Requirements for this role include: Both Under Graduates and Post Graduates can apply. Excellent communication (verbal and written) and custom...

1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management

1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management

1.Responsible for handling AUM of 2500 Cr+ and making sure of month-on-month growth of 6% of the AUM of the region. 2.Driving Business across products like MF AUM, Bond AUM, PMS AUM, AIF AUM, and Equity every Month. 3.acquiring new client via RM Required Candidate profile 1.National Head/CBO. Should have good connect in the market. 2.Capable of getting clients and making team 3.Minimum15+ years of experience in Wealth Management

1. portfolio management 2. PRE-IPO 3. Unlisted Equity 4. Mutual Funds 5. PMS 6. AIF 7. HNI and UHNI Client aquisition & service 8. Physical shares Dematralization9. Financial planning and analysis.. Required Candidate profile 1.Should be from Equity Background with relevant experience 2.Person can be from Financial Inst. With movable book of 20 crore plus 3.Person should be capable of building alliances