3946 Mf Jobs - Page 19

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

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 21 to 40

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Roles and Responsibilities: Track equity and debt oriented mutualfunds Analyze and suggest mutual fund schemes Reviewing clients portfolios Gather information from various sources and interpret patterns and trends Prepare research reports and analysis on complex data Maintainup-to-date knowledge of financial services industry happenings and current events Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings Researching on other funds schemes as per availability Scheme suggestion to the client based on portfolio Data maintaining with conclusions andrecommendations Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

Designation: Wealth Manager Location: Gurugram Salary - 12 LPA to 17 LPA Experience Required : 7-14 Years of Experience in Banking & AMC(Mutual funds Company) Acquisition of Affluent & Super Affluent Client Must Have : NISM 5 A Certificate Required Candidate profile Experience Required: 7-14 Years of experience in Banking, Securities, AMC, Burgundy RM, Affluent RM, Wealth Manager Good Knowledge of Investment product like Mutual Funds, PMS and AIF

Roles and Responsibilities: Track equity and debt oriented mutualfunds. Analyze and suggest mutual fund schemes. Reviewing clients portfolios Gather information from various sources and interpret patterns and trends. Prepare research reports and analysis on complex data. Maintainup-to-date knowledge of financial services industry happenings and current events. Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings. Researching on other funds schemes as per availability. Scheme suggestion to the client based on portfolio. Data maintaining with conclusions andrecommendations. Handling Mutual Fund investment Internal coordination for best investment advice for prospectiv...

Post : Insurance Sales Executive • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Sales / Banking / Finance / Insurance Sector • Good Communication Skills • Age Criteria:- 21 to 35 Years Contact : 97244 79846 HR Fenil Perks and benefits Incentives + Appraisal + PF + Promotions

Post : Sales Executive • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Sales / Banking / Finance / Insurance Sector • Good Communication Skills • Age Criteria:- 21 to 35 Years Contact : 97244 79846 HR Fenil Perks and benefits Incentives + Appraisal + PF + Promotions

Position: Investment Portfolio Counsellor Location Open Position Coimbatore, Noida, Vijayawada 1st Round - Regional Head 2nd Round - Head Investments Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management >Sales > Private Banking Group Job Purpose: A leading financial institution is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and...

Role Overview: As a Relationship Manager in the banking industry, your primary responsibility will be focused on Mutual Fund Sales. You will be responsible for advising distributors on suitable products based on their investors" requirements. It will be essential to analyze the asset allocation of distributors to customize your approach for focused selling. Building visibility with distributors through various communication channels such as telephone calls, one-to-one meetings, regular dissemination of marketing material, and group meetings with distributor RM/clients is crucial. Additionally, staying updated on various products and market situations is key to your success in this role. Key ...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Responsible for building relationship with RMs/ Cluster heads of PSU/Private/MNC Banks & National Distributors and sourcing business for AMC funds Required Candidate profile Candidates working with AMC's

What You'll Do As Senior Business Process Specialist, you will be a part of Finance Shared Services. You will lead the reporting of the entire function, work with the Director to set up performance metrics for entire shared services. Compliance on Service level agreements tracking/updating/reporting and publishing of performance metrics. You will set up Quality review methodology of 8-10 Streams in Finance Shared Services. You will track and publish quality performance for all teams, create Standard Operating Procedures with regular updates. This will be Individual Contributor role. Reporting to the Director, Finance Shared Services based in Pune. You need to work from office. What Your Resp...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Job Description We are looking for a highly motivated and experienced Sales Head Mutual Fund & Fixed Income to lead our sales team and drive business growth. The candidate will be responsible for developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. Key Responsibilities 1) Lead and manage the sales team to achieve business targets. 2) Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. 3) Build strong client relationships and expand the client base. 4) Collaborate with product and research teams to design suitable investment solutions. 5) Monitor sales performan...

Greetings from AVANICONSULTING We are hiring for leading company Direct Responsibilities Responsible for gathering assets for investment productssuch 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. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. INTERESTED CANDIDAT...

Identify, meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors. Educate the partners about product portfolio, services offers and also evaluate them on sales performance, recommend improvements. Develop positive working relationships with partners to build business. 1) Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds etc. 2) Business targets...

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1.NISM VA (for Mutual Funds) 2.NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

Branch Manager Deputy Branch Manager Platinum RM

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication Insurance General Health and Life will be added advantage Perks and benefits Petrol, Mobile, Incentives, Insurance benefits

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

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 Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...