3946 Mf Jobs - Page 25

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...

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...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai Location JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 20+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and deve...

Designation : Relationship Manager - Banking Channel - B2B Location: Bhagalpur Salary - 4 Lacs to 5.50 Lacs Experience Required : 2-10 Years of Experience in AMC, Mutual fund Company Must Have : NISM 5 A Certificate Managing Banks in assigned region

Recruiting a team of financial advisors on commission basis Provide them for training regarding the products Identifying the prospective customers Make them aware of the role Handling the advisers to work Motivating them to generate the business Required Candidate profile Education:- Graduation or Post-graduation Experience:- Min. 2 to 3 Years of sales and marketing(BFSI Prefer) Locality:- Local candidate with good local network Skills:- Good communications skills

Deal with the HNI clients and sell products - Recruit and train distributors - Organize and recruitment events for distributors - Continued training and motivating the team to drive business - No need for IRDA or Mutual Fund exam. Direct empanelment. Required Candidate profile Life Insurance Agency channel - Must have built good Life Insurance advisor or Mutual Fund distributor base. - No direct selling. - Qualification: Graduation & above - Good communication skills

Equip team with sales tools and collateral Conduct micro-trainings to enhance team productivity Monitor metrics and improve processes Support complex deals with team coordination Keep leadership informed on sales trends & opportunities Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Inspire branch staff to meet goals Develop & implement effective sales strategies Identify cross-sell/up-sell opportunities within bank branch Build partnerships with bank managers & stakeholders Monitor & analyze channel sales performance regularly 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

Recruiting a team of financial advisors on commission basis Provide them for training regarding the products Identifying the prospective customers Make them aware of the role Handling the advisers to work Motivating them to generate the business Required Candidate profile Education:- Graduation or Post-graduation Experience:- Min. 2 Years of sales and marketing (BFSI Prefer) Locality:- Local candidate with good local network Skills:- Good communications skills Perks and benefits Incentives+ Allowances +Fast track Promotion

Roles and Responsibilities Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secon...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Inc...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Inc...

Hiring for KOLKATA CTC upto 3.5 LPA Role & responsibilities Acquire new customers by generating leads from the market and from existing customers. Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise. Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio. Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans. Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party produ...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Inc...

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

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

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

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

. Responsible for revenue, profitability, service quality. . Sale of transaction accounts, MF and insurance. . Cross selling products aggressively . Generating fee income and controlling costs . Regional administration . Manage productivity, employee engagement . Thorough overall understanding of banking Job Requirements: . 10-12 years banking experience with similar scale and volume of business . Must have had sales experience, liabilities products preferable.

Exciting Opportunity in Mutual Fund Industry! We are hiring for the role of Relationship Manager HNI Sales with a leading Mutual Fund Company. Location: Mumbai CTC: Up to 17 LPA Experience: Minimum 4 years in handling HNI clients for Mutual Fund Sales If you have a proven track record of building strong relationships with HNI clients and driving mutual fund sales, we’d love to connect with you. Interested candidates can share resume at sweety.kaushik@upgrad.com or call at 8826983696

Your role and responsibilities In this role, you will have the opportunity to implement the service strategy and drive service growth at the respective unit level. Each day, you will lead the Service organization and be responsible for the P&L to achieve performance targets and to optimize the utilization of Service resources. You will also showcase your expertise by running the day-to-day service business to ensure profitable growth and improvement of service productivity. You will be mainly accountable for: Creating and driving implementation of service strategy as a member of the management team. Ensuring that strategic plans are implemented consistently in the service organization throug...

Urgent Hiring for Team Leader and Executive Profile in AMC Location - Mumbai- Kurla CTC- 4 to 8 Lpa To re-activate and build profitable relations with m. Stock inactive clients. Core Responsibilities * Contact and engage with inactive clients to reactivate them. * Build relationship to generate revenue through MTF book building and broking transactions through advisory. * Own reactivated client relationships to delivered laid business objectives. * Ensure and Improve client contact ratio. * Cros-sell third-party products MF SIP and Portfolio Advisory. * Ensure adherence to SEBI and Asset regulations, risk management protocols, and internal policies.e & responsibilities Intrested candidadate ...