901 Mf Jobs - Page 30

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. SRINIVAS - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.com No charges.

Manage and train the business development team Generate leads and cold call a prospective customer Build strong relationships with client Identify and map business strengths & customer needs Exp:1 to 5 years in Field Sales and Marketing In any Sector Required Candidate profile Graduation Complete Ability to achieve the sales target Basic Understanding of BFSI/Products Contact For More Detail ::6354086229

Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 2 YRS of exp. in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • Age : 24 to 38 yrs. Contact us : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Min have 2 Yrs. of exp. in Any Sales / Banking / Finance / Insurance • Good Communication skill • Age : 22 to 35 yrs For more information kindly contact us : 8401193616 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

Identify onboard qualified individuals to become life insurance agents Conduct regular training sessions on product knowledge & sales techniques Monitor agent performance & implement strategies Achieve sales goals With team leadership & motivation Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - karan.sresthinfo@gmail.com M - 9313391169( Sr. HR Karan ) Perks and benefits On Role Job + High CTC Short Term Promotions

Post : Relationship Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 6 Months of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Any Sale / Banking / Finance / Insurance • Age : 21 to 33 YRS (Fresher's can't apply) Contact :73830 81652 HR Krisha

Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 2 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 9714602190 HR Dhruvraj Perks and benefits Incentive + PF + Mobile with Several

Designation Cluster Manager Role Privilege Industry Financial Services / Broking Academic background Qualification: Graduate. Reporting to Senior Branch Manager or cluster head Team Management Yes 15 -20 ppl Work experience Min 7+ years Key Responsibilities Key Job Responsibilities - Acquire quality clients through networking, database, market intelligence, and references from existing clients. Build your own team and guide and lead them and help to regenerate revenue Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Other Job Responsibilities - Market Intelligence - Identify potential threats and opportunities. Maintain a congenial work environment. Maintain the brand image of the organization. Additional Desirable Skills 8-10 LPA

Designation Cluster Manager Role Privilege Industry Financial Services / Broking Academic background Qualification: Graduate. Reporting to Senior Branch Manager or cluster head Team Management Yes 15 -20 ppl Work experience Min 7+ years Key Responsibilities Key Job Responsibilities - Acquire quality clients through networking, database, market intelligence, and references from existing clients. Build your own team and guide and lead them and help to regenerate revenue Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Other Job Responsibilities - Market Intelligence - Identify potential threats and opportunities. Maintain a congenial work environment. Maintain the brand image of the organization. Additional Desirable Skills 8-10 LPA

- 100% leads company will provide. - Convert leads and generate business through leads shared by the organization - Visit potential customers for new business - Working on pre-fixed appointments call and send your cv to 9909135493. Required Candidate profile Experience : Must 1 YEARS of Any Sale / Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills - Candidate must be local

We are hiring for SRM - Senior Relationship Manager !! - Get a seat at a bank branch - Number of Customer meeting per day - Delivery of Min. business guarantee - Lead/Feedback/Referral Updating on LMS - Direct sales, Life insurance Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Post: Banca Sales Manager • Managing the relationship • Bank responsible for meeting sales through Banks • Relationship with Bank Branch Manager • Lead generation and meet value number targets Required Candidate profile • Graduation Must • Must have 1 year of experience in BFSI/ Banking / Finance / Insurance / Sales • Good Communication skills Perks and benefits Attractive Salary + Incentives and Promotion

Graduate/Post Graduate (fresher or Exp)= 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 8169642494 Hritika 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

Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Location: Bangalore Min 4 years into HNI/UHNI/NRI/Prioriity clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

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 schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

We are inviting you to make your career as Sr. Relationship Manager (Wealth Manager) with a leading Financial Services company. This is full time of employment with good CTC, incentives and work life balance. Job Location: Noida, Gurugram Prabhadevi_Mumbai Interview Mode: Personal in weekdays Exp: 2+ Yrs Ideal Candidates: Who are currently at 8 lac will be ideal candidate Not looking for frequent job hops No relocation Candidate should bring their own client Banking wealth RM will be ideal fit 2+ Years in sales/wealth management of handling the HNI clients. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Preferred industry back ground: Wealth Management, Banking, Investment Counseling Job Purpose : The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables: 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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team If you are interested and your profile match with the requirement, kindly share your updated CV ASAP and lets have a discussion. Thanks Nitin Kr Gupta Mob: 9953916989 Email: nitin.gupta@heylushr.com Heylus HR Pvt Ltd, Noida

Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage

Job Specifications: Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Job Purpose: The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables: 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 Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements: Educational Qualifications: Post Graduation Experience: 2+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9822643371

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 Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory. Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process. Preferred candidate profile: Bachelors degree. Masters degree is preferred. A minimum of 4 years of relevant experience with at least 2 years in a similar role Interested candidates can share their resume on manisha.gupta2@yesbank.in

Negotiating deals and closing sales Maintaining client relationships Collaborating with internal teams Tracking sales performance and reporting Staying informed on market trends Managing key accounts & upselling Developing sales strategie & forecasts Required Candidate profile Any graduate with min 6 month of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com / 87994 59860 Sr HR Janvi G Perks and benefits Full Time On Roll Medical benefits Career Growth

Negotiating deals and closing sales Maintaining client relationships Collaborating with internal teams Tracking sales performance and reporting Staying informed on market trends Managing key accounts & upselling Developing sales strategie & forecasts Required Candidate profile Any graduate with min 6 month of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Janvi@theinfinityspace.com / 87994 59860 Sr HR Janvi G Perks and benefits Full Time On Roll Medical benefits Career Growth

Role & responsibilities Candidate will be responsible for direct sales of demat accounts and margin collection for equity, commodity and currency. Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. Responsible for cross sale product like MF and PMS. Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients. Preferred candidate profile Sales, Client Acquisition, Business Development. Minimum 1yr of experience from the sales background Preferable from stock market. Education: Graduate in Any Specialization/ MBA in Marketing & Finance. Perks and benefits Salary as per company policy and also have lucrative incentives policy.

Skill Post-conflict Highest Education Bachelor of Computer Applications Working Language English Tamil Job Description Processing & generating leads for Micro LAP & Micro Housing finance by accessing their income through personal discussion & field Visit. Track and Ensure Repayments of the Loan disbursed Lead generation & conversion for existing micro finance members who require MICRO LAP or MICRO Housing Ensure consistent delivery of Equitas products and services and prompt repayment in an efficient and cost effective manner Sourcing & Completion of Loan document application form filling and follow-up to be done till disbursement stage

Dear Candidates, We have a vacancy with our esteemed client in AMC, Location - Thane. Role & responsibilities To generate business from the mapped customer base and building relationship with existing customers. Risk Profiling of investors & then build financial plan accordingly Increase the AUM book by 25% in a year. Acquisition of new investors through referrals and lead generation campaigns Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. Achieving Productivity targets on a monthly and YTD basis. Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers. Enhancing Knowledge through market news, outlook and other online & offline knowledge resources. Anticipating, understanding and addressing the changing needs of customers. Preferred candidate profile Candidate must be having good communication skills. NISM Certification VA mandatory, Incase not there candidates willing to give exams can connect Interested candidates kindly mail profile to globalmumbai555@gmail.com or contact on - 9820840908 Please note we are conducting interviews on Thursday 20th March at Thane location. Regards HR Team