3933 Mf Jobs - Page 4

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

- To Sell Mutual Fund, PMS, Education Product, 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, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. Facilitate digital onboarding and guide clients through their digital investment journey Deepen client relationships to increase wallet share and long-term engagement Requirements: 5+ ...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) 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 AMC 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 prod...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Hi, Please find the job description of Wealth RM Chennai Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Set ...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

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 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

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 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

Hi, Greetings from AVANI ConsultingWe 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 Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

Inspire & guide field sales representatives to achieve peak performance Develop & implement effective sales strategies to meet targets Identify new business opportunities & build client relationships Monitor & analyze sales performance closely 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

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

Role & responsibilities 1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD. Preferred candidate profile - • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding o...

Role & Responsibilities 1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD. Preferred Candidate Profile Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financ...

Relationship Manager Position Grade: M3/M4Busines Unit: Department: Wealth Sub Function: Sales Location: (PAN India Positions) Number of Positions: Single / Multiple Position Type: Full Time Job PurposeDirect Reports (Position Title) The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfo...

Direct selling to the customers via appointments ( Office/ Home visits) To ensure that leads/ appointments allocated by the call center attended and revenue is generated • To ensure Self Sourcing Targets are achieved • To ensure business Reporting Required Candidate profile Good Communication Skills Good Presentation Skills Passionate candidate for work In Qualification Graduation required Age not more than 40years

Drive sales initiatives and generate revenue by managing the channel partners Update the partners about fund performance & USP’s of new product launches Manage existing, potential Private Wealth partner relationship& engagement,promotional activities

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Responsibilities : - Lead SAP Testing initiatives at an advanced level (L3), specializing in Sales and Distribution (SD). - Execute SAP testing processes with a focus on SAP S4 implementations. - Demonstrate proficiency in understanding the overall SDLC and Testing lifecycle. - Exhibit excellent oral and written communication skills for effective collaboration. - Drive documentation and presentation of testing strategies and results. - Utilize automation tools, preferably Worksoft Certify, to enhance testing efficiency. - Employ Test Management tools such as MF ALM, Jira, QTest for streamlined workflows. - Coordinate with Business Analysts, ABAP teams, and Functional Analysts. - Understand c...

Greetings from Avani consulting we are hiring for a leading Amc Role & responsibilities 1. Responsible for allocating & driving the sales targets with the team with an objective to increase market share of the cluster 2. Responsible for advising the distributors the suitable product as per the requirement of their customer/Investor 3. Should be completely updated on the various products and markets situation and scenario 4. Responsible for Distributor Servicing for the assigned distributors 5. Responsible for operations, compliance and Audit observations for all the branches 6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc. 7....

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

1 Candidate must be graduate. 2-Agr: 21 years to 35 years 3-Experience:- At least 1+ years in sales (Preference given for ,Mutual funds those who have experience in Share, Demat, SIP) 4-Ready for field sales 5-Vehicle and driving license required1. Required Candidate profile NISM is added advantage but not essential All those who are not from stock market field, need to have min 2 years Field Sales experience from any field Interested candidate contact QRN on 9811985863

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management €“ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...

Job Purpose This position is open with Bajaj Finance ltd. Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management €“ 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence...