1687 Mf Jobs - Page 6

JM Financial Share & Stock Broker Key role- Opening Demat account Role:- Digital Acquisition Specialist Day 1 joining salary starts from day 1 Shift timing - 9:00AM to 7:00PM Required Candidate profile Minimum HSC with 6 months of sales experience. To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri:- 7796426785 Perks and benefits incentive and growth opportunities

Post : Senior 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 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several

Role & responsibilities 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. * 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 client meetings are done per day within your territory. Preferred candidate profile • Strong communication & written skills • Fluency in local language is an added advantage. • Excellent interpersonal skills and must be a team player. • Must be process oriented and must be willing to learn and adapt. • Highly self motivated

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9904195437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

Post : Senior 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 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 90238 62949 HR Vivek Perks and benefits Incentive + PF + Mobile with Several

Post : Branch Sales Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several

Recruit & manage a high-performing sales team Onboard team of DSAs & channel partners for business Meet sales targets & expand customer outreach Build strong relationship with customer to their need Find and develop new markets for improving sales Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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 0 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.

Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Develop and implement sales strategies. Lead and support the sales team. Drive revenue growth and new business. Maintain key client relationships. Collaborate with internal teams. Oversee sales forecasting. Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth

Develop and implement sales strategies. Lead and support the sales team. Drive revenue growth and new business. Maintain key client relationships. Collaborate with internal teams. Oversee sales forecasting. Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth

Develop and implement sales strategies. Lead and support the sales team. Drive revenue growth and new business. Maintain key client relationships. Collaborate with internal teams. Oversee sales forecasting. Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll with Axis Group Mediclaim Career Growth

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

- Responsible for Branch operations, New Clients Acquisition, business development and MIS reporting and compliance and service quality at branch. Customer Care - Anti Money Laundering, Third party Products, Health, General, Life insurance products. Required Candidate profile Must have good Investment Knowledge From BFSI Industry. Any sales/operations Any BFSI Proffered. Ready to travel. Good Communication

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Chief Business Officer For the leading Wealth Management Company Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Chief Business Officer For the leading Wealth Management Company Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. Who are we? Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently. Client transaction and execution: Oversee client transactions, ensuring accurate and timely execution of their investment requirements. Data Management: Maintain and manage client data, ensuring confidentiality and accuracy. Handling transmission cases: Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes. Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences. Incidental Client Management: Handle any other client-related tasks or issues that may arise. Understanding of internal system. Reconciliation of transactions between the exchange and back-office application. Order placement into the exchange. Updated with the regulator's norms. Candidate should be well versed with mutual fund and should have experience initiating transactions on BSE platform for example - E-KYC, SIP Purchase, Redemption, SWP, STP Liaison with Mutual fund houses, checking of brokerage calculations and all related reports. What are the qualifications you need: Education: Graduation in Commerce and Management field is preferred. Certifications: NISM VA exam, AMFI certification preferred. Experience: Experience in the Mutual Fund field is an added advantage, with exposure to HNI, Ultra HNI, and NRI client needs. Familiarity with Zoho suites preferred. Familiarity with Tarakki operations preferred. What would help make you a great fit for the role: Having a Client-centric approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service. Team building and leadership qualities: Ability to build and lead small, effective teams in serving discerning clients. Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products. Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements. Experience with running Mutual Fund Distribution operations. Who you are NOT. This role is not for you if: You have difficulty being attentive to details Are not ownership and responsibility driven Are not solution oriented nor comfortable with a startup environment Prefer a slow, structured environment where you are given micro-instructions Want to take it easy and prefer a passive role What you will get: An opportunity to be a core team member with a growth path A fast-growth environment A place where you matter, and are not just a cog in the wheel An encouraging, informal and comfortable working environment A place where flexibility can be earned and work-life balance ensured Competitive Compensation If you are a proactive, detail-oriented professional with a passion for supporting founders and driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry. Note: The final designation and compensation will be determined based on the candidate's experience and qualifications. Freshers may apply for a trainee position with the possibility of a confirmation subject to evaluation. The starting salary would be Rs.15,000/- p.m. in hand. Our Hiring Process: You Apply and answer a couple of quick questions [5 min] Online General Aptitude assessment test [1 hour] Recruiter screening video interview [30 min] Technical interview: [30 min - discussion around experience and skills] Founder's interview: [30 min] We make you an offer and proceed for reference and BGV check. Please note this is an at office job at Prabhat Road, Pune and we work Monday to Saturday (shorter hours on Saturday).

This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Relationship Manager Experience: 2 - 5 Years Job Description: Role & Responsibilities: New client acquisition, building new relationships and increasing depth in existing relationships with clients. Selling online broking accounts- Demat account, trading account. Identifying customer needs, assessing their appetite, and providing them investment options. Cross selling of financial products like Mutual Fund, Insurance, Bonds, etc. Achieving targets as assigned by the organization on a monthly basis. Migrating offline clients to do online trading. Regular updates to the immediate superior as a when required. Required Skillset: Required Experience in Broking Industry Required Experience in Sales of investment products. Any Graduate - Full Time Good communication skills Strong analytical skills Customer orientation Interested Candidates can share their CV's at priyal@topgearconsultants.com

Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships forliabilities (CA driven) 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: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding ofTrade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.