901 Mf Jobs - Page 33

- To Sell Mutual Fund, PMS, AIF, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, PMS and mutual funds - Should have good Client Base popularplacement@yahoo.com

Managing Sales of all our products and services. Client acquisition for financial products and clients for Broking, MF, Insurance & PMS Generating new business through acquiring new customers and their retention. Excellent customer service.

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Job Title : Relationship Manager Location : Mumbai (All Areas) Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9822643371

In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment to acquire new clients. You’ll also research, investigate, and stay updated on investment opportunities and market trends to help shape client portfolios effectively.

Role & responsibilities The Private Banking Relationship Manager is responsible for providing personalized financial services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). This role focuses on managing client relationships, offering tailored wealth management solutions, and ensuring exceptional client service. The Private Banking Relationship Manager will work closely with clients to understand their financial goals and develop strategies to manage, preserve, and grow their wealth. Key Responsibilities: Client Relationship Management: Build, maintain, and strengthen long-term relationships with high-net-worth clients. Understand clients' financial goals, objectives, and risk tolerance. Provide personalized financial advice and solutions across a range of products and services (e.g., investment management, estate planning, tax strategies, lending). Meet with clients regularly to review portfolios, address any concerns, and suggest new opportunities. Respond to client inquiries and provide proactive communication on market developments and account performance. Wealth Management & Investment Advisory: Advise clients on portfolio management, investment strategies, asset allocation, and risk management. Collaborate with internal specialists (e.g., portfolio managers, financial planners, tax advisors) to deliver integrated financial solutions. Continuously monitor the performance of clients portfolios and make necessary adjustments in response to market changes or evolving client needs. Provide insights on investment opportunities, market trends, and global financial news that may impact clients’ portfolios. Sales and Business Development: Actively seek to acquire new clients and expand the existing client base. Promote and cross-sell private banking products and services, such as loans, mortgages, investment funds, and insurance. Identify opportunities to increase revenue through up-selling or cross-selling relevant products. Develop a network of external contacts (e.g., attorneys, accountants, family offices) to generate referrals and new business. Risk Management & Compliance: Ensure all client transactions and activities comply with internal policies, legal regulations, and industry standards. Monitor clients’ financial situations and risk exposure to ensure they align with their financial goals and risk tolerance. Identify and mitigate potential risks associated with clients' portfolios or financial activities. Maintain accurate and up-to-date client records, and conduct regular reviews of client accounts to ensure compliance with regulatory requirements. Client Retention and Service: Provide a high level of client service, ensuring satisfaction and loyalty. Handle complex or sensitive client issues and resolve any complaints promptly. Coordinate with other departments to ensure seamless service delivery and client satisfaction. Organize and host client events, seminars, and webinars to engage clients and educate them on financial matters.

Find and qualify potential customers Negotiate contracts and close sales Resolve complaints and handle returns Develop and implement sales strategies Manage the sales cycle from prospecting to closing Monitor competitors and market trends Required Candidate profile Local Candidate required Graduation is needed. Age limit is 24-38. 2+year of sales experience required

Researching new market opportunities Building a network of contacts Making sales projections and forecasting revenue Identifying and generating new business opportunities Building relationships with potential clients Driving revenue growth Required Candidate profile Graduation is mandatory 2+Year of sales experience Age limit is 24-38 Time management, and Technical skills.

Job Title : Relationship Manager Location : Mumbai Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Yash via WhatsApp at 9156902218

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Salary-Net-14500 Fresher exp 24000 Work Location-Thane/Mumbai/Vashi/Ghansoli Call-8169642494 Yogesh www.hyfly.in Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs Perks and benefits Medical Allowance + Daily Allowance

Handling Existing customers of company Managing the monthly targets Scheduling regular visits to clients Maintaining rapport & relationship with customers calling, scheduling, closing sales leads Investment, Tax Saving, Retirement, Pension Products Required Candidate profile Good Communications Presentable 2 wheeler is mandatory Must be graduate Willing to do Field Work Good Interpersonal Skills

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. J ob Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products of the company. Requirements: Proven experience in equity sales. NISM exam cleared. Deep understanding of financial markets and products. Strong communication and interpersonal skills. Must have a team handling Experience Interested candidates can share CV at neha.karn@nirmalbang.com or whatsapp at 8454800958 Regards, Neha Karn Senior Executive HR Nirmal Bang Securities Private limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, new Delhi - 110005 M +91-8454800958 | (L) 011-41320715 Linkedin:- linkedin.com/in/neha-karn-374604216

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Frazer Town & Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank No 5/1 , Ground Floor, Prestige Terraces, Union Street Infantry Road,, Bengaluru 560001 (Branch Code - 1268) Interview Drive Date: 05th March'25 (Wednesday) Timing : 03:00 PM to 05:00 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Role Senior Relationship Manager Location - Thane, MAH Experience required 3+ years & above in Capital market/Investment market . Job description: V entura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Skills required - To manage clients portfolio To develop and maintain a long-term relationship with the customer To onboard and activate customer account Have an existing AUM in MF for 10 Cr, pref worked in wealth profile. Acquisition new client HNI for Alternative business Transfer of existing assets Increasing AUM and SIP book To advise clients for various investment options For Mutual Fund and alternative investment product Interested candidates Kindly share your resume at pallavi.sahu@ventura1.com

Greetings from Avani Consulting we are hiring for our client Role & responsibilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling 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 revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Perks and benefits CTC-5 LPA to 10Lac Candidate should be comfortable for B2C sales Interested one can send their updated resume in mail or watsApp Mail - Priya@avaniconsulting.comWhat's app and call - 9572355460

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Mumbai Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 9158043197

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Shivaji Nagar, Pune Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 91580 43197

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. Requirements: 1. Experienced professionals of more than 10 years, with relevant experience of Wealth management advisory services. 2. Post Graduate from any discipline is a must. 3. Stability of minimum 3-4 years in the current and previous assignments. If Interested , please share profile on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion. Regards Pushpa Jaiswar Corporate HR ANANDRATHI Group

Greetings from Avani Consulting we are hiring for our client Role & responsibilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling 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 revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Perks and benefits CTC-5 LPA to 18Lac Candidate should be comfortable for B2C sales Interested one can send their updated resume in mail or watsApp Mail - aanchal@avaniconsulting.com What's app and call - 9917283370

In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment to acquire new clients. You’ll also research, investigate, and stay updated on investment opportunities and market trends to help shape client portfolios effectively.

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Managing & PL of the Branch.

Maintain Relationship with clients and customers. Generate business through the team. Lead and manage the activities of sales and marketing team. Motivate them to achieve goals. Develop and implement sales strategies. Handle walk in customers 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 Roll Job High CTC + Incentives TA/DA + Bonus

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Bangalore, Kerala Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 9822463775