3946 Mf Jobs - Page 20

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc. Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions. Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Whitefield, EPIP and International Tech Park (IT Park) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior ...

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Responsibilities: * Manage client relationships through mutual fund sales & investment advice. * Acquire HNIs for wealth management services. * Execute demat transactions with securities brokerages. Sales incentives

1. Engage with the customers regularly and conduct their portfolio reviews. 2. Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with.

Lead a team of RM's and RH's & State Head Developing and implementing strategies to acquire new UHNI/NRI Affluent clients Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Affluent Banking Wealth Banking UHNI & HNI / NRI Clients Sourcing PMS & AIF Management Team Leading Perks and benefits Best in Industry (BFSI)*

Role Description of Tools Engineer Do Deploy the release of new technologies as well as design, install, configure, maintain and perform testing of PC/server operating systems, networks, and related utilities and hardware. Troubleshooting problems as reported by users, supporting Web access and electronic messaging services and maintaining a secure systems environment Provide infrastructure solutions based on application needs and anticipated growth, install new servers and maintain the infrastructure. Able to work collaboratively with clients and other technical colleagues. Individuals work across all functional areas. Able to diagnoses and resolves complex hardware, software and connectivi...

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

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...

Responsibilities: * Manage client relationships through wealth management strategies * Acquire new HNIs through cold calling and sales efforts * Oversee portfolio management services for ultra-high net worth clients

Role & responsibilities 1.Area/ Lane /Geography Mapping Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals withthe help of supervisor. Identify new sources in the allocated Area/ Geography andinform the progress to reporting manager during team huddle. 2. Source Relationship Management Responsible for managing the relationship with all sources assigned and identified byhim in his geography/area. 3. Maintain Reports Responsible for maintaining reports related to sales and all his activities in theprescribed format. Should maintain diary on daily basis in the prescribed format ofactivities. 4. Channel Partner Recruitment Responsible for identifying the need for ...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Act as the first point of contact for clients Understand client needs & suggest solution Communicate proactively to build trust Handle inquiries/feedback/minor escalations professionally Keep CRM updated & contribute to team performance insights Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Visit customers & pitch products/services Generate leads & follow up to close sales Maintain strong customer relationships Achieve daily & monthly sales targets Provide market feedback to the team Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 yeras of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 21 to 40 Share CV at Whatsapp: 6351954334 Sr HR Radhi Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 yeras of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 25 to 45 Share CV at Whatsapp: 6351954334 Sr HR Radhi Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 yeras of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 25 to 45 Share CV at Whatsapp: 6351954334 Sr HR Radhi Perks and benefits On Roll Job Career Medical Benefits Insurance

Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Kolkata Rabindra Sadan & Sreerampur. Salary C...

Job Name : Premier Acquisition Manager JOB ROLE : . Acquisition of HNI's only. . Selling TPP and Generating Revenue. . Building CASA book size. . Conducts regular promotional and customer events to generate leads . Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: . Good coordinator with different channels. . Excellent communication skills. . Should have some knowledge and experience in Portfolio Management. . Should have some existing base of customer's . Having more than 1-2 year work experience

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Post : Relationship Manager • 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 • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Banking / Finance / Insurance / Sales • Age : 21 to 35 YRS Contact : 9558211656 HR Mohit Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Senior Branch 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 : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 10 Month exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 21 to 40 Sr HR Piyush Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 10 Month exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 21 to 40 Sr HR Piyush Perks and benefits On Roll Job Career Medical Benefits Insurance

This is regarding a Job Opportunity for leading Bank Designation- Product Manager- Investment Product Distribution- Mutual Funds Experience- 5-10 Years Location- Gandhinagar, Gujarat Key Responsibilities: Evaluate and onboard investment products across Mutual Funds, Insurance, AIFs, and PMS by engaging with AMCs/Fund Houses. Conduct product due diligence, prepare product notes, and ensure compliance with internal and regulatory standards. Present product proposals to the Investment Committee and secure necessary approvals. Collaborate with product manufacturers for structuring, documentation, and performance updates. Act as the bridge between product providers and the business/sales teams, e...