3933 Mf Jobs - Page 2

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Business Development Executive - MF Utilities Experience: 1+ years in Mutual Funds Salary: 2.5 – 4 LPA Employment Type: Offroll Role: Identify new clients, build relationships, and achieve sales targets Required Candidate profile Qualification: Graduate to Any Postgraduate Location: Thuraipakkam, Chennai To Apply / Contact for more information HR Sonali- 9822197285 Perks and benefits Supportive work environment !

Client acquisition and asset gathering: Increase Assets Under Management Create a SIP book Regularly meet clients to understand their goals, review portfolios, Recommend investment product mix mutual funds, PMS, AIFs, insurance, fixed income. Required Candidate profile Minimum education: Graduate (any stream) typically. NISM (National Institute of Securities Markets) Sales/target orientation (new business, cross-selling) Compliance-awareness and integrity. Perks and benefits Email - arun@willpowerconsultants.com 9004792929

Client acquisition and asset gathering: Increase Assets Under Management Create a SIP book Regularly meet clients to understand their goals, review portfolios, Recommend investment product mix mutual funds, PMS, AIFs, insurance, fixed income. Required Candidate profile Minimum education: Graduate (any stream) typically. NISM (National Institute of Securities Markets) Sales/target orientation (new business, cross-selling) Compliance-awareness and integrity. Perks and benefits Email - arun@willpowerconsultants.com 9004792929

Greetings From ManpowerGroup Role Description Job Specification A. Position Details Position Title: Relationship Manager Salary : Best In The Market B. Demographics Role Relationship Manager - CEC Education Background MBA Work Experience 8+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing UHNI Clients, with in depth knowledge of Mutual Funds Market. Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance C. Role Purpose Role is to maximize sales by planning and ...

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.

Location: Ahmedabad, Anand , Or Rajkot Role Type: On-Roll | Full Time Department: Banking & Financial Sales Key Responsibilities: Generate business through open-market leads Cross-sell and up-sell financial products such as loans, insurance, and investments Build & maintain strong client relationships through regular follow-ups Achieve assigned monthly and quarterly sales targets Ensure compliance and maintain service quality standards Candidate Requirements: Minimum 1+ years of sales experience in banking / insurance / BFSI sector Graduate degree (any stream) Excellent communication, negotiation & relationship-building skills Target-driven, confident, and self-motivated personality Perks & ...

Position Responsibilities Sr. Key Responsibilities (Please mention all the responsibilities expected from the incumbent to perform) 1 Work closely with Cluster & Segment TL on NR Portfolio Growth & Acquisition 2 Drive NR Acquisition team on NTB Acquisitions 3 Support Segment RMs on NR Acquisition/ ERV Portfolio, Generating FX income leads through FCNR forwards & Cross Sell 4 Conduct Periodic Training & Engagement session with Branch & Segment RMs/TL 5 Track Quality parameters on Funding, Activation & work on Improving Portfolio Quality Qualifications and Experience Requirement Qualifications Essential MBA /Post-Graduate Experience Essential 5 to 6 years in NR Channel / Product/Sales role Ski...

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

Role & responsibilities To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certifie...

Role & responsibilities Role & responsibilities Experience: Minimum 10 -12 years of relevant experience. Key Responsibilities: Drive business growth and achieve/surpass targets for fund mobilization, IFA empanelment, and new investor acquisition. Ensure profitability by managing growth, expenses, and operational efficiency. Lead, motivate, train, and manage the sales team to deliver high performance. Develop regional business strategies aligned with market dynamics and UFC objectives. Maintain strong relationships with institutions, HNIs, and non-individual distributors. Organize investor meets, agent meetings, and participate in financial fairs. Conduct regular training and knowledge sessio...

Seeking an experienced Mutual Fund Manager (3–8 yrs) to lead portfolio management, client advisory, and compliance. Drive business growth, mentor teams, and ensure strong client relationships with deep market insight and strategic leadership.

Role & responsibilities 1. Critical Responsibilities: Acquire NTF (New to the Firm) clients and generate revenue for us. Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients. Offer wealth advisory services to clients. Ensure the growth of AUM (Assets Under Management) or book size in Mutual Funds. Analyze financial information of clients to determine strategies for meeting their financial objectives. Monitor financial market trends to ensure that client plans are responsive. Achieve targets based on acquisition and revenue generation through investment products. Responsible for business development through the acquisitio...

PCG ADVISOR - JD Designation: Equity Advisor Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure con...

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference ...

About the team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide a service to clients via various channels like Transaction processing, Chat etc. Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. This is for Dealer Service / Main office serviceteam What you will be doing: Acts as a resource to direct leader in support of day-to-day operational functions, performs work independently with minimal guidance following defined procedures to complete moderate to complex assignments that may differ in nature; exercises...

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Role & responsibilities To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preferred candidate profile Any Graduate with 5 to 10...

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

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

Identify and approach potential customers through field visits, pitch company products and services effectively, convert leads into sales, build lasting client relationships, and consistently achieve monthly sales targets for business growth Required Candidate profile Minimum 2+ years of field sales experience with excellent communication, negotiation, and closing skills. Bachelor’s degree preferred with a passion for achieving targets. Call: 8849711957 || Drashti Perks and benefits Fix CTC + Incentive + Other benefit

- 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