3933 Mf Jobs - Page 3

Role Overview: You will be responsible for handling various tax and accounting tasks including GST filing, TDS returns, accounting entries, audit coordination, ROC filings, MVAT and individual taxation. Your role will involve preparing MIS reports for management and ensuring compliance with tax regulations. Key Responsibilities: - Prepare and file GSTR 1, GSTR 3B, and GSTR 2B RICO, and coordinate with consultants for Annual GST return filing. - Manage E-invoicing for Credit Notes, Debit Notes, and other transactions. - Coordinate with suppliers to rectify entries where GST credit is missing. - Liaise with the factory for unbilled invoices. - Assist in preparing data for scrutiny, notices, an...

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Job Description: We are looking for dynamic and self-motivated individuals to join our Financial Services Sales Team . This role involves direct sales of insurance products and requires strong interpersonal skills, market knowledge, and the ability to work independently. Must be graduate 0 to 5 years of experienced in Insurance/FD/MF Key Responsibilities: Conduct field sales and client meetings to promote and sell insurance products. Develop and maintain strong relationships with potential and existing clients. Achieve sales targets and contribute to the company's revenue growth. Educate customers on different insurance policies and tailor solutions based on their needs. Regularly update sal...

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 ...

Recruit, train agents and generate business from them. Responsible for licensing and tracking activation of the same regularly. Ensure branch compliance with company policies and industry regulations Increase customer footfall at the branch 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 Kajal-8758802172 M-kajal.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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 : 97244 79846 HR Fenil Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Conduct market research to identify potential customer & business opportunities Reach out to prospects via email phone calls to generate lead Set up meeting & appointment for sale representative Track & report on lead generation & conversion metrics 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

Drive sale business development & client relationship management. Conduct sale presentation and product demonstration Analyze market trends and sale data for informed decision making Lead motivate & monitor team performance across multiple location 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

Post : Direct Channel Sales Drive sales directly through company leads and walk-in customers. Manage the end-to-end sales process with a focus on customer experience. Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of BFSI Sales / Home Loan Sales / Life Insurance • Age : 21 to 35 YRS Contact : 9328892831 HR Rensi Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Senior Relationship 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 • 12th Pass / Graduation • Must have 6 Months of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 72010 64237 HR Jaivin Perks and benefits Incentive + PF + Mobile with Several

Post : RM We are hiring experienced professionals for Direct Channel sales in BFSI. Engage with customers through walk-ins, leads, and referrals. Meet or exceed sales goals consistently. Minimum 1 year of BFSI sales experience is mandatory. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Banking / Finance / Insurance / Sales • Age : 21 to 32 YRS Contact : 7990255140 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

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...

Guide sales and marketing team to achieve targets Accelerate business expansion through effective team leadership Track sales metrics and deliver consistent performance reports Foster strong, lasting relationships with major clients and stakeholders Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Manage & lead sales team to achieve business objectives. Build strong relationship with clients for business referrals. Conduct market research & identify potential clients. Develop sales strategies for revenue growth. Negotiate & close sales deals. 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 jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage & lead sales team to achieve business objectives. Build strong relationship with clients for business referrals. Conduct market research & identify potential clients. Develop sales strategies for revenue growth. Negotiate & close sales deals. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 21 - 45 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage & lead sales team to achieve business objectives. Build strong relationship with clients for business referrals. Conduct market research & identify potential clients. Develop sales strategies for revenue growth. Negotiate & close sales deals. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 21 - 45 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

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 Coimbatore Week off - Sunday

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...

We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions Role & responsibilities - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensur...

This Position reports to: Regional (IMEAA) Excitation Bus Line Mgr 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. Work Model: Hybrid #LI-Hybrid, Onsite #LI-Onsite This role is contributing to the Process Automation Energy Industries Excitation Business for Asia. The p...

Job Title: Senior Sales Manager CTC: Up to 8.5 LPA + Incentives Experience: Minimum 3 years in Agency Channel Education: Graduation mandatory Location: Bangalore, Udupi, Mangalore, Bagalkot, Belgaum, and Chitradurga Job Description: Recruit, train, and manage Agency Partners (APs) and Life Advisors (LAs). Conduct recruitment drives, goal-setting meetings, and performance reviews. Guide the team on sales processes through regular coaching and field activities. Ensure APs business growth, income development, and contract maintenance. Work closely with internal teams for onboarding and operational support. Act as a product expert and drive sales performance through team motivation. Contact for ...

Role & responsibilities Knowledge about lending against shares, mutual funds & bonds Possess database of FAS customers. Responsible for acquisition, growth of the asset book and profitability Ability to manage channel/ branch relationships/ sourcing direct proposal Develop strategic concepts with regard to formulating and executing plan for increasing existing penetration of LAS product Preferred candidate profile a) Understanding of loan against security business b) Knowledge of local market conditions c) Exp in equities, Mutual funds & Bonds d) Competitor knowledge e) Should have some customer database

Roles and Responsibilities : Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. Building relationships with the client & educating them about Investments. RM will be given set of existing customers. Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.) Desired Candidate Profile: Should be NISM VIII, NISM V A & IRDA certified . Any Graduate with minimum 3 Years of Broking / Dealing experience Good knowledge of Equity Market and TPP Good communication (Written and Verbal).

Roles and Responsibilities : Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. Building relationships with the client & educating them about Investments. RM will be given set of existing customers. Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.) Desired Candidate Profile: Should be NISM VIII, NISM V A & IRDA certified . Any Graduate with minimum 3 Years of Broking / Dealing experience Good knowledge of Equity Market and TPP Good communication (Written and Verbal).