475 Mutual Fund Jobs

Role & responsibilities Greetings from Kotak Life Insurance* Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361 . *Designation* - Agency Sales Manager *Job Description for Recruitment Development Manager in Tied:* Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them. An ARDM act as a Recruiter, coach & sales leader *Recruiter:* An RDM is responsible for Recruitment and development of quality advisors and encourage them for long term career. Recruit by selling career opportunity to such prospective advisors. To ensure that advisors undergo proper training on product, regulations and other selling inputs. *Coach* Monitoring the performance and daily activity of fast tracking of the advisors. Motivating their morale in order to retain the performing advisors and giving special attention to average performers and provide those need based training. Doing analysis of the need of the customer and ensuring high level of customer satisfaction leading to customer delight *Sales Leader* Inculcate product as well as practical training to the advisors by accompanying them to client meetings and guiding, advising and motivating them on the sales funnel and achieving revenue targets. Carrying out various promotional activities for sales as well as for recruitment. *Benefits:* Enjoying the opportunity to help others achieve their full potential in a rewarding career. The ability to leverage skills through teaching and coaching other financial service professionals. A defined pathway into management. The opportunity to earn a very high income.

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below. Position: customer support executive Compensation : 19k in hand+ 1k fixed allowance(2.75ctc) Languages Required- English and Hindi Job Location: Bangalore ( Koramangala) Work Schedule(# of Working Days): 6 Days working Work Timing: Day shifts Cab Facility : No Cabs provided Location : Koramangala, Bengaluru, Karnataka Qualification : Graduates/Post Graduates with minimum 10+2+3 (15 years of education) ( No BE/B tech MCA Freshers) Description Good Analytical and problem solving skills Excellent communication skills. Should be able to speak fluent English, Hindi Must be able to clearly communicate the message to customers and handle the call professionally. Inbound Voice support with Should be open to take calls, chats and emails. Basic understanding of mutual funds, stock market To apply Call Chhavi @ 8852831923 or send Resume on Whats app on same no. or mail to Chhavi.goyal@careernet.in

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 No charges.

Content Creation & Management. Campaign Strategy & Engagement. Analytics & Performance Tracking. Compliance & Branding. Daily posting schedule.track reports on engagement. monitor trends, competitor strategy, hashtags. maintain dashboards.mutual fund

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below. Role: Executive/Sr. Executive Location: Bangalore ( Koramangala) Salary : 2.25 to 3lpa Work Schedule(# of Working Days): 6 Days working and 1 day fixed off Work Timing: Day shifts (Should be flexible for Rotational shifts if needed) Languages : English & Hindi mandatory. Qualifications Needed: Graduates preferred or bachelor's degree in any finance related field. Fresher also Excellent communication skills. Should be able to speak fluent English, Hindi Must be able to clearly communicate the message to customers and handle the call professionally. Should be open to take calls. Basic understanding of mutual funds, stock market. Exposure to tools like Freshdesk, Freshsales, MS Office is a plus. Selection Process : 2 Rounds of Interview HR Discussion Manager To apply Call Pragati @ 9611595418 or send Resume on Whats app on same no. or mail to pragati.priya@careernet.in

Telecom Net work Big 4 || Consulting (SC \ DM Role) Pan India We are hiring for Largest Business consulting firm Strong technical understanding and hands-on experience with Telecom Network technologies, including 2G, 3G, 4G, and 5G, as well as Transmission technologies (Microwave, FTTH, DWDM), and Core networks (Circuit-Switched and Packet-Switched) Good to have IoT network system and architecture knowledge. Significant operational or engineering experience in a Network Operator or Service Provider environment. Excellent analytical skills with the ability to extract, process, and transform data effectively. Proficient in MS Office; experience with SQL is preferred. Prior experience in conducting audits of telecom network elements is essential. Preference will be given to candidates with experience in assessing telecom networks from commercial and financial perspectives. Ability to identify and evaluate risks associated with telecom network operations and to propose and implement effective mitigation strategies and controls. Capable of recommending improvements to telecom network processes, methodologies, and procedures to enhance efficiency and minimize operational risks. Skilled in maintaining comprehensive documentation of audit findings, observations, and recommendations. Able to prepare detailed reports for stakeholders and management highlighting key audit outcomes. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills Bachelor or master degree in telecommunications, computer science, or a related field is preferred. MBA from premium colleges will be plus.

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Ahmedabad Surat Interested candidates can Mail to: soumya.dey@kotak.com / kurt.freese@kotak.com/ prajwala.das@kotak.com Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 4 years of Insurance Sales experience (preferably in Agency Channel)

Largest Asset mgmt firm is hiring for Wealth Rm Role . Please call 94125 01851//88597 66816 and share Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Skills Required Experience in direct selling of financial products like Equity/ Mutual Fund/ Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills.

Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for the AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experience by proactively sharing market updates, trends and other information. 8. Ensure compliance with all regulatory requirements and companys policies & processes at all times. Knowledge & Essential Skills: 1. Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. 2. Good knowledge of financial products. 3. Consistently exceed the clients expectations by being dedicated and passionate. 4. Experience Range- 5 years+ 5. Excellent communication skills and a strong executive presence Academics: MBA Finance (Full Time) or CA or CFA or CFP

Total 4 yrs out of this 1yr TL exp in Mutual Fund SLA, AHT, Attrition, Shrinkage, CSAT, Quality Immediate Joiner Graduate Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Required Candidate profile Work From Office-Bangalore..1yr TL exp in Mutual Fund Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Must Knows-English and Hindi Female candidate Perks and benefits PF & ESIC plus Good Leave policy

You are a highly motivated and experienced Sales Head in Mutual Fund & Fixed Income, responsible for leading the sales team and driving business growth. Your role involves developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. - Lead and manage the sales team to achieve business targets. - Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. - Build strong client relationships and expand the client base. - Collaborate with product and research teams to design suitable investment solutions. - Monitor sales performance and ensure compliance with SEBI, AMFI, and other regulatory guidelines. - Conduct market research to identify new business opportunities. - Prepare and present sales reports/MIS to management. As a qualified candidate, you should have: - MBA/PGDM in Finance/Marketing or equivalent qualification. - 7-12 years of relevant experience in sales/business development in financial services. - Strong knowledge of Mutual Funds, Fixed Income products, and financial markets. - Proven track record of achieving sales targets and driving AUM growth. - Excellent communication, negotiation, and leadership skills. - AMFI/NISM certification preferred.,

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Ahmedabad Surat Interested candidates can Mail to: soumya.dey@kotak.com / kurt.freese@kotak.com/ prajwala.das@kotak.com Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 4 years of Insurance Sales experience (preferably in Agency Channel)

Total 4 yrs out of this 1yr TL exp in Mutual Fund SLA, AHT, Attrition, Shrinkage, CSAT, Quality Immediate Joiner Graduate Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Required Candidate profile Work From Office-Bangalore..1yr TL exp in Mutual Fund Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Must Knows-English and Hindi Female candidate Perks and benefits PF & ESIC plus Good Leave policy

The role at KPMG in India involves offering professional services and leveraging a global network while being well-versed in local laws and markets. KPMG has a presence in various cities across India. The services provided cater to national and international clients, focusing on industry-specific solutions and leveraging technology. Key responsibilities for this role include: - Having a good understanding of Market Risk Products such as Equity, Bond, Mutual Fund, and Derivatives - Demonstrating strong hands-on experience in SQL - Showing proven experience as a Business Analyst In terms of qualifications, the ideal candidate should have: - An MBA in Finance - A CFA or FRM certification would be an added advantage - CBAP certification is also considered a plus. KPMG in India is an equal opportunity employer, and the organization values diversity and inclusion in its workforce.,

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships, Working Independently Industry Type : Banking Function : Investment Banking, Private Equity & VC Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity. Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team. Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures. Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that bank product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers. Company Description Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal. We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers. For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2 (Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well). So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you! Show more Show less

Career Opportunities Position AM/ DM- Department Customer Advisory Team Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score =80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team : 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. Career Opportunities Position AM/ DM- Department Customer Advisory Team Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score =80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team : 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

Were Hiring Sales Head (Mutual Fund & Fixed Income) Location: Ahmedabad Company: Pravin Ratilal Share and Stock Brokers Ltd. About the Role We are looking for an experienced Sales Head to lead our Mutual Fund & Fixed Income business. The role involves driving sales strategy, managing client relationships, and achieving growth across Retail, HNI, UHNI, and Institutional segments. What You'll Do 1) Lead and manage the sales team to achieve revenue & AUM targets. 2) Drive business in Mutual Funds and Fixed Income products . 3) Build strong relationships with clients and expand our network. 4) Collaborate with product & research teams for tailored solutions. 5) Ensure compliance with SEBI, AMFI & regulatory guidelines. What Were Looking For 1) MBA/PGDM (Finance/Marketing) or equivalent. 2) 7–12 years of sales experience in financial services. 3) Strong knowledge of Mutual Funds, Debt Market & Fixed Income products . 4) Proven track record in achieving sales targets. 5) Excellent leadership, communication & negotiation skills. 6) AMFI/NISM certification preferred. Contact person: Ms. Barkha Bansal Contact Number: 079 - 26553774/66302774 Email : hr@pravinratilal.com

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

Are you curious, motivated, and forward-thinking At FIS, you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our,

Wealth RM Location -Chennai Experience : 2+ years Qualifications: Any Graduate Experience in Dealing with Existing Clients Skills Required Should be ok for open market sales Must be ok for Sales Need to do client acquisition Products-Mutual Fund,Demat account,PMS Should do self sourcing

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Ahmedabad Surat Interested candidates can Mail to: soumya.dey@kotak.com / kurt.freese@kotak.com/ prajwala.das@kotak.com Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 4 years of Insurance Sales experience (preferably in Agency Channel)

Recruit Team of advisors Generate business through the team Lead the team of advisors Motivate them to achieve targets Provide training and guidance to them On Role Job with Company payroll Required Candidate profile Graduation Complete Ability to achieve the sales target Basic Understanding of BFSI/Products Kindly Contact Us : Hiral P | HR Team +91 7861078425

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- B2B Sales/Franchise sales CTC- upto-7 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue Generation 2) New Franchisee Acquisitions 3) Servicing of Existing Partners for growth and expansion 4) Transitioning existing & new clients to Mobile/Web/Exe platform so as to help partner reduce cost and increase revenue by acquiring new clients 5) Adherence to Compliance / Statutory requirements 6) Cross sell of ABC Products Kindly reply with an updated CV at apex.tithee@gmail.com if you are interested in the mentioned Job Role, you can call also on 7991538421 .