3946 Mf Jobs - Page 21

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

ROLES & RESPONSIBILITIES: - 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Central...

Role & responsibilities A. Self-Sourced Investment Sales Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels. Conduct comprehensive financial assessments, risk profiling, and product suitability analysis. Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid). Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling B. Dealer Support & Assisted Sales Partner with broking dealers to identify clients with investment potential. Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and clo...

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

Role & responsibilities Identify and pursue new business opportunities through cold calling, networking, and market research. Recruit,train and maintain an agent team Develop and maintain strong relationships with existing and potential clients. Present, promote, and sell services using solid arguments to prospective customers. Conduct product demonstrations and negotiate contracts and pricing. Stay up-to-date with industry trends, market activities, and competitors. Preferred candidate profile Graduation/12th pass can also apply. Excellent communication, negotiation, and interpersonal skills. Strong organizational and time-management abilities. Ability to work independently and as part of a...

Responsibilities Mutual funds advisory ( sales ) Prospect for new sales leads and close sales Qualifications 1-7 years of work experience with mutual funds Strong communication and interpersonal skills Compensation offered 25,000-37,000 in-hand Referral bonus Retention bonus Sales incentives Life insurance Health insurance Shift allowance

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...

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

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll Job Career Medical Benefits Insurance

Mutual Funds Sales Executive | Pune | Full-time Entry-level role for grads passionate about finance. Sell MF products, manage clients, meet sales targets. CTC up to 3.75L + perks.

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll Job Career Medical Benefits Insurance

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll Job Career Medical Benefits Insurance

ROLES & RESPONSIBILITIES: - New client acquisition drive for opening new demat & trading accounts Working on Single interface system to make it vibrant Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Client and prospects meetings for opening new accounts & cross selling of products Stay updated on market outlook and product knowledge. Preferred Candidate Profile: Graduate in any stream ( most preferred) Minimum 6 months of experience in a sales role, preferably in the stock market. Highly enthusiastic with a willingness to learn new things. Competitive, sales passionate and excellent communica...

Hiring for Area Sales Manager (MFD/IFA Channel) with Leading Asset Management Company (AMC)!!! Role : Area Sales Manager (MFD/IFA Channel) Experience : 4+ years in mutual fund sales - B2B Locations: Pune, Surat, Baroda , Kolkata Key Responsibilities: Build and maintain strong working relationships with Public Sector Banks across the region to ensure consistent business flow. Prospect, onboard, and guide Relationship Managers and Sales Officers within PSU banks to increase mutual fund penetration. Strategically influence senior stakeholders and decision-makers within banks to gain mindshare and drive business objectives. Engage consultatively with Branch Managers, Senior RMs, and Regional Hea...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

InvestNow Executive Job Location: THANE (Mumbai) Experience required: More than1 Year Job Description: Individuals will be responsible for selling Mutual fund products to customers through banks net banking platform. Responsible for building and maintaining relationships with clients, understanding their financial needs, and providing investment guidance. Analyze market trends, recommend suitable mutual fund options, and help clients achieve their financial goals. Respond to customer queries and concerns related to mutual fund investments, providing timely and effective solutions. Required Criteria: 1. Graduation (preferably in finance specialization) 2. NISM 5 certification (Mutual Fund) 3....

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Demat account opening process, New client acquisition. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates...

Job Title: Senior Manager – MSTG Non Orals Business Unit: R&D1 Regulatory Affairs Job Grade G9B/A Location : Halol At Sun Pharma, we commit to helping you “Create your own sunshine”— by fostering an environment where you grow at every step, take charge of your journey and thrive in a supportive community. Are You Ready to Create Your Own Sunshine? As you enter the Sun Pharma world, you’ll find yourself becoming ‘Better every day’ through continuous progress. Exhibit self-drive as you ‘Take charge’ and lead with confidence. Additionally, demonstrate a collaborative spirit, knowing that we ‘Thrive together’ and support each other’s journeys.” Job Description: Responsible for the MSTG-NOSD acti...

Managing & PL of the Branch.

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.

Role & responsibilities To deliver a seamless client experience to the assigned as well as acquired clients by utilizing Client Service index.To ensure progressive curve by up-selling the chosen MF product basis assigned target.To deliver excellent On boarding experience to all the WP clients within specified TATPreparing the Business MIS & Feedback funnel on a regular basis. To deliver training on Importance of MF to WP batches, before hand, ensure you are regularly updated / cross trained on such areas/avenues To facilitate & ensure the satisfactory completion / activation of all the MF redemption cases, thus helping ensure retention level of clients at the highest level. Preferred candida...