3946 Mf Jobs - Page 24

HNI, wealth, Portfolio handling

Individual PBG Targets across TPP (40%). Ensure targets given at the absolute level are met,

CASA, sales

This Opportunity is with a leading Asset Management company for their office in Mumbai location Role: Customer Engagement Channel - Deputy Manager/ Manager Experience: 3 - 9 Years Job Description: Roles & Responsibilities: To up sell company's MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company's 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 r...

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

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

Platinum Relationship Manager - Branch Banking Department Branch Banking - Retail Liabilities Location Hyderabad Number of Positions 25 Reporting Relationship Branch Manager Position Grade Manager/Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to ot...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

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...

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...

• 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

Selling & promoting products to both existing & potential clients Establishing & maintaining positive business relationships with clients Coordinating sales efforts with other departments Supplying the management team with reports on customer needs Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 - 39 candidate should be ready for field work Last company Documents Mandatory HR.Sakshi 9998027778 sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Acquire new customers for Home Loan & Loan Against Property (LAP) Explain product features, eligibility & documentation to clients Maintain strong customer & builder relationships Achieve monthly sales targets & ensure business growth Required Candidate profile Graduation Must Must have 1 year of experience in Home Loan / LAP Good Communication skills Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Managing the Banca sales through assigned Bank Branch • The candidate has to handle tie-up banks • To Close The leads Provided By the Company • Handle the walk-in customer • Do Cross Selling Products Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Bfsi / Life Insurance Sales • Good Communication Skills • Age Criteria:- 21 to 35 Years Contact : 9558211656 HR Mohit Perks and benefits Incentives + Appraisal + PF + Promotions

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Job Description 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, softwar...

Key Responsibilities: Acquire new clients through direct sales and convert leads into long-term relationships. Pitch and sell Demat, Trading Accounts, Investment Plans, Mutual Funds, etc. Build and manage strong relationships with clients to ensure customer satisfaction and retention. Meet and exceed monthly/quarterly sales and revenue targets. Generate leads through field visits, references, and networking. Maintain accurate records of client interactions, sales activities, and reports. Work closely with internal teams to ensure smooth onboarding and servicing of clients. Key Requirements: Graduate/Post Graduate in any discipline (MBA/Finance preferred). 1-5 years of experience in Direct Sa...

Hiring for Sales manager - Mutual Fund located in Mumbai & Ahmedabad The Sales Manager will be responsible for leading the sales team, developing and implementing sales strategies, overseeing client acquisition. share me resume on hr@promore.in

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Devel...

Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Develop...

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Devel...

Dear Candidate, Paisa bazaar is hiring !! Role :- Team Leader - Investment (Deposits & Bonds) Location - Gurgaon Sector 44 What We Can Offer You:- Young and fast-growing company with a healthy work-life balance Great culture based on the following core values- Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just turned one so you get a seat on a rocket ship that's just taking off! High focus on Learning & Development and monetary support for relevant upskilling Competitive compensation along with equity ownership for wealth creation What You'll Do:- Build, own, and manage relationships with investors looking to i...

Role Objective: To independently generate client leads, build strong investor relationships, and achieve targets by positioning Where2Invests new investment product alongside other financial offerings in the market. Key Responsibilities : • Promote and sell Where2Invests upcoming investment product by engaging with retail, HNI, and institutional investors. • Conduct need-based financial planning for clients by considering Mutual Funds, FDs, Bonds, PMS, AIF, NPS, SGBs, and other Indian market instruments. • Independently manage the sales pipeline: prospecting, cold-calling, scheduling meetings, converting leads, and closing deals. • Achieve and exceed assigned monthly/quarterly sales targets....

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...