1687 Mf Jobs - Page 2

Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers while attracting new ones. On Roll Profile Required Candidate profile Graduation is required Must have 1 year of experience in any field sales. Good Communication skills Product Knowledge Contact Us : Hiral P | HR Team +91 7861078425

Sell products by sourcing leads from personal network Make contact with leads, arrange sales visit & turn leads into sales To improve performance, give regular coaching Meet or surpass the goal sheet's business objectives Create relation with clients Required Candidate profile Graduation is mandatory 1 year of experience in sales or marketing in any field Proven track record of achieving sales targets & managing teams Strong leadership, communication & interpersonal skills

You should be well versed with detailed back-end operation processes related to MF, Life and General Insurance, and Fixed income. Your knowledge should cover all process related to different financial asset classes. It will be your responsibility to create and update product process flow charts to ensure seamless and error-free processes. Experience in handling various portals for investment execution in different financial companies, including BSE Star Platform for MF transactions, is required. Your daily tasks will involve online/offline execution of MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation. Additionally, you will be expected to prepare and maintain daily transaction reports and MIS, coordinate with various companies for transaction and client-related issues, and resolve queries from processing houses. Multitasking and high-speed error-free transactions are essential, along with efficient coordination with clients for transaction and query resolution related issues. You must have 2-4 years of experience in wealth advisory, financial portfolio companies, or financial advisory firms handling backend operations. A Graduation/MBA/BBA degree with at least 65% marks is required, along with certifications in various asset classes. Other essential skills include being humble and soft-spoken, having excellent command over verbal and written English communication, expertise in Excel and PowerPoint, high customer orientation, willingness to stretch as per workload, experience in handling ticketing systems, and strong ownership towards work and assigned tasks. The salary package will be as per company standards. This position is only open to female candidates from in and around Navi-Mumbai.,

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 8 years' experience in banking sales - Proven track record in HNI banking sales - Excellent relationship management & communication skills - Knowledge of banking products, regulations and market trends

• 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 41 years

Post : Senior Relationship Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

• 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 41 years

For Bancassurance • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Sales / Banking / Finance / Insurance Sector • Good Communication Skills • Age Criteria:- 24 to 35 Years Contact : 97244 79846 HR Fenil Perks and benefits Incentives + Appraisal + PF + Promotions

• 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 41 years

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 have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Age : 21 to 32 YRS Call OR WhatsApp : 9328892831 HR Rensi Perks and benefits Incentives, Performance Bonuses, Career Growth

Get a seat at a bank branch Number of Customer meeting per day Delivery of Min. business guarantee Creating Leads through campaigns/Cold calling Document, logins & Issuance tracking Lead/Feedback/Referral Updating on LMS Direct sales, Life insurance Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits Fixed package Incentives Medical Insurance Coverag

We are hiring BDE with one of the leading banks in PAN India to Manage Customer walking at the Branch. - Identify sales opportunities - Achieve sales Goals - Conduct market activities - Enhance the business - Cross Sales Bank Products Required Candidate profile Graduation or Above Age must be in between 21-33 Sales exp. preferred Fresher's Can Apply Bike & license Good Communication ship Perks and benefits Fixed package Incentives Medical Ins. Coverage

Manage insurance sales through brokers Motivate team for sales Support advisors through training & joint sales calls. deliver new business & renewal business through advisors. Identify new opportunities for cross-selling and upselling life insurance. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 73830 81652 HR Krisha Perks and benefits Incentive + PF + Mobile with Several

Agency Channel :Business Development Manager Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile *Graduation Must * Must have 1 year of experience in BFSI/ Banking / Finance / Insurance / Sales * Good Communication skills * Local to area * Age: 23 - 39 years

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

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, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@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 Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Drive AUM growth and business expansion across IFAs, Banks, and National Distributors. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships

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 Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

HDFC Bank is hiring for RM role - Mutual Funds as a part of Capital & Commodity Markets Vertical - Mumbai. Role & responsibilities Deepen the relationship with MFs (existing and new) Broaden the engagement across Collections, Payments of the MFs and AMCs Acquire key NTBs across payment aggregators, MF platforms, large service providers to MFs, key IFAs Explore asset opportunities Work on renewing / setting up Credit lines on existing and new MFs and manage the limits Win and implement CMS mandates (NACH) with MFs and ecosystem players in coordination with CMS product and operations Win dividend mandates of MFs Implement API / H2H solutions Explore business opportunities across FX, collections for AIFs and administrative payments of AMCs Responsible for compliance of KYC / AML requirements of the Bank Create cross sell opportunities with the Bank relationships for other divisions of the Banks like Custody, Retail (Salary and KO accounts) etc. Preferred candidate profile Good understanding and hands on experience of MF , Financial Institutions and Transaction banking. Knowledge of RBI and SEBI regulations governing Credit and MFs Working knowledge of core banking and other systems of the Bank Understanding of AML / KYC guidelines and processes. Credit skills, specifically FI Credits Exposure in handling FINTECH companies will be added advantage .

Job Description Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.

Responsible for building relationships with Retail MFDs, Wealth Management counters, and National Distributors offering advisory on AMC Products that drive business into the funds

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.