1687 Mf Jobs - Page 37

Role & responsibilities Experience in Institutional sales for Pune Region. Improve and maintain market share of the existing clients. Concluded engagement activity with the clients at every hierarchy Focus on NCA & Activation of Corporate Clients. Driving sales according to the Fund Managers view in unprecedented time. Upsell product to institutions to increase market share.

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand 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 Bank 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 BANK 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

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 + 1 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 sales data and reports. Travel within the assigned city and outskirts for client meetings. Eligibility Criteria: Education : MBA/ Graduates with minimum 1 year of experience Skills & Competencies : Basic knowledge of insurance products and sales techniques. Strong communication and negotiation skills. Ability to work independently and in a target-driven environment. Presentable and well-groomed appearance for client interactions. Additional Requirements : Candidates must be from the local area and have a strong understanding of the market.

Hiring Sales Manager This role focuses on expanding the network, achieving sales targets, and strengthening business opportunities for our products. Jobs Responsibilities: Generate leads and meet potential customers in the field Sell insurance & financial products with company support Build strong relationships with clients for repeat business Achieve monthly sales targets and share daily field updates Work closely with team leaders for guidance and support Candidates Requirements: 2+ years of experience in sales, marketing, or business development Proven ability to achieve targets and manage strong relationships Excellent communication and negotiation skills Open to traveling as needed What We Offer: Attractive salary with performance-based incentives. Opportunities for growth, learning, and advancement Employee benefits, including health insurance. For more information! Call :: +91 9510776003 Mail Resume :: hetal@tekpillar.com

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

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

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

1. You’ll be managing a team of RMs. 2. Driving client acquisition. 3. Demat account sales & cross-selling financial products. 4. Strong product knowledge (Demat, MF, Insurance)

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand 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 volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. - Prospect and acquire new NRI customers through various channels, including referrals, networking, and digital platforms. - Build and maintain strong relationships with NRI clients by understanding their financial goals and offering personalized banking solutions. - Provide expert advice and guidance on NRI banking products and services, including NRE/NRO accounts, remittances, investments, and wealth management solutions. Perks and benefits:- Attractive Growth, Conveyance and Joining/Confirmation Payouts

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Conduct regular portfolio reviews and provide expert advice on investment planning and wealth management. Build and maintain a strong network of contacts within the community to stay informed about market trends and competitor activity. Ensure compliance with regulatory requirements and uphold high standards of customer service. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds, with a strong track record of success. Strong knowledge of financial markets, products, and regulations, including inclusive banking and microfinance. Excellent communication, interpersonal, and negotiation skills, with the ability to build strong relationships with clients. Ability to work in a fast-paced environment, meet sales targets, and adapt to changing market conditions. Strong analytical and problem-solving skills, with attention to detail and accuracy. Proficiency in using technology and software applications to manage client portfolios and communicate effectively.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds. Strong knowledge of financial products and services, including mutual funds and other investment options. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with cross-functional teams to achieve organizational goals.

We are looking for a highly experienced and skilled professional to fill the role of Zonal Manager - MLAP with Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the implementation of Micro Finance and MLAP products across assigned zones. Develop and implement strategies to increase business growth and expansion. Build and maintain relationships with key stakeholders, including customers, partners, and internal teams. Analyze market trends and competitor activity to identify opportunities and threats. Collaborate with cross-functional teams to achieve business objectives. Monitor and control expenses to ensure cost-effectiveness and profitability. Job Requirements Minimum 10 years of experience in Micro Finance, MF - MLAP, or Inclusive Banking. Proven track record of success in managing teams and driving business growth. Strong knowledge of Micro Finance products and services, including MLAP. Excellent communication, leadership, and interpersonal skills. Ability to analyze complex data and make informed decisions. Strong understanding of the BFSI industry and regulatory requirements.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds. Strong knowledge of financial products and services, including mutual funds and other investment options. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with cross-functional teams to achieve organizational goals.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds, with a minimum of 1 year of experience. Strong knowledge of financial products and services, including mutual funds, insurance, and banking. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with small finance banks or similar institutions is an added advantage.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve business objectives and goals. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong network of contacts within the industry. Job Requirements Proven experience as a Relationship Manager in micro finance or business development. Strong understanding of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strategic partnerships.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Minimum 2 years of experience in relationship management, preferably in microfinance or mutual funds. Strong knowledge of financial products and services, including mutual funds and microfinance. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with cross-functional teams to achieve organizational goals.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with customers and stakeholders. Job Requirements Proven experience as a Relationship Manager in Micro Finance or a related field. Strong knowledge of Inclusive Banking, MF, and Receivables. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds. Strong knowledge of financial products and services, including mutual funds and other investment options. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to identify new business opportunities. Experience working with cross-functional teams to achieve organizational goals.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to customers. Provide exceptional customer service by resolving queries and concerns promptly and professionally. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds is essential. Strong knowledge of financial products and services, including mutual funds, is required. Excellent communication and interpersonal skills are necessary to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to identify new business opportunities. Experience working with cross-functional teams to achieve organizational goals.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds is essential. Strong knowledge of financial products and services, including mutual funds, is required. Excellent communication and interpersonal skills are necessary to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets is expected. Strong analytical and problem-solving skills are needed to identify new business opportunities. Experience working with cross-functional teams to achieve organizational goals is beneficial.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Stay updated on market trends and competitor activity to stay ahead in the competition. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds is essential. Strong knowledge of financial products and services, including mutual funds, is required. Excellent communication and interpersonal skills are necessary to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets is expected. Strong analytical and problem-solving skills are needed to identify new business opportunities. Experience working with small finance banks or similar institutions is preferred.