3946 Mf Jobs - Page 33

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.1 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 21 - 40yrs Share CV at jyoti@sadhanaservice.com / 93283 80990 Sr HR Jyoti Perks and benefits OnRoll Job Career Growth Medical Benefit Insurance

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 c...

Hiring for Hyderabad. CTC upto 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 prod...

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...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar, 100 Feet Road Indiranagar & Thippasandra 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 s...

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti 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 Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liabil...

Responsibilities: * Manage B2B mutual fund relationships * Collaborate with MFDs on new business opportunities * Ensure compliance with regulatory standards * Provide exceptional customer service Must pass NISM VA exam before joining

Job Description: As a Premier Acquisition Manager, your role will involve acquiring High Net Worth Individuals (HNI's) exclusively. You will be responsible for selling Third Party Products (TPP) and generating revenue, as well as building the Current and Savings Account (CASA) book size. Additionally, you will conduct regular promotional and customer events to generate leads, and cross sell Mutual Funds (MF), Gold, Insurance, and other asset products. Key Responsibilities: - Acquire High Net Worth Individuals (HNI's) as clients - Sell Third Party Products (TPP) to generate revenue - Build the Current and Savings Account (CASA) book size - Conduct regular promotional and customer events to ge...

You’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Kolkata Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia 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 relationshi...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To r...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To r...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To r...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized inancial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To re...

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 Chennai Week off - Sunday

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

As a ECM Development Engineer, the candidate will develop a deep understanding of IBM's DB2 Content Manager, CMIS, Microservices, Webservices and work closely with development teams to own the architecture, development and operations of software components and services. Responsibilities include designing and implementing tools for development and automation, resolving issues, collaborating with other teams. Technical Skill Sets : Java, J2EE, Spring boot, Spring Framework, Microservices, REST API's, oAuth 2.0, Json Tools : IBM DB2 Content Manager, Kafka

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Positions General Duties and Tasks: Process Insurance Claims timely and qualitatively Meet & Exceed Production, Productivity and Quality goals Review medical documents, policy documents, policy history, Claims history, system notes and apply the trained client level business rules to make appropriate Claims decisions, call out claims trends and flag fraud activities Stay up to date on new policies, processes, and procedures impacting the outcome of Claims processing Be a team player and work seamlessly with other team members on meeting customer goals Requirements for this role include: Both Under Graduates and Post Graduates can apply. Excellent communication (verbal and written) and custom...

Post : Home Loan Executive Handle end-to-end Home Loan business for the branch Lead, guide & motivate the branch sales team Achieve monthly & yearly sales targets Oversee loan applications, documentation & quick disbursements Required Candidate profile Graduate (Bachelor’s) – Mandatory 4–5 years experience in Home Loan / LAP sales only Minimum 3–5 years as Branch Manager Strong local market knowledge preferred Good Communication skills Perks and benefits Incentive + PF + Mobile with Several

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Develops new and expands existing High Net worth Customer relationships forliabilities 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 Develo...

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management