688 Mutual Fund Jobs - Page 10

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 ...

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. B...

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....

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 ...

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 b...

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 interes...

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 .

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodities Risk Manager CTC- upto-9 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage and maintain the Commodity Risk Management System (RMS) for accurate risk tracking. 2) Conduct UAT testing for system related changes of Risk Management 3) Monitor risk limits and ensure compliance with internal risk policies and regulatory requirements. 4) Coordination and Communication with various stake holders such as Compliance, Product, IT, CS and Operations on Risk related matters 5) Stay updated with market trends, risk methodologies, circulars, and regulatory changes. 6) Handle Aud...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Sales Team Manager CTC- upto-10 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Supervise and mentor TLs and Sales Agents, ensuring high performance and motivation. 2) Monitor team sales performance at a micro level, ensuring data driven decision making. 3) Develop and implement effective sales strategies to drive conversion and sales productivity. 4) Conduct daily interactions, coaching and review meetings with TLs and agents to address challenges and improve sales conversions. 5) Ensure the team meets and exceeds assigned sales leads and targets consistently. 6) Identify and imp...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Sales trainer CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Deliver New Hire Training (NHT) sessions on Trading and Demat account opening and activation procedures. 2) Train both new and existing sales staff on systems, documentation, regulatory compliance, and client interaction techniques. 3) Design and develop comprehensive training materials, including presentations, SOPs, quick reference guides, and digital learning modules. 4) Conduct refresher training sessions at regular intervals to reinforce key processes and ensure consistent performance. 5) Evaluate the e...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role-Sales team Leader CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Supervise daily activities of 1012 sales agents, ensuring productivity and target achievement. 2) Supervise daily activities of 1012 sales agents, ensuring productivity and target achievement. 3) Conduct daily team huddles, review sessions and feedback discussions to resolve bottlenecks. 4) Coach, mentor and upskill agents on sales scripts, objection handling, and product knowledge. 5) Collaborate with the Quality Team and other TLs to meet larger campaign goals and KPIs. 6) Track key metrics such as da...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 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- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1 ) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Grdaution is mandatory ...

Urgent opening For Relationship Manager ( Female ) Requirements: - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the...

Hello, Greetings from Kotak Life Insurance..!!! Kotak Life Insurance is looking for candidates for the role of Assistant Manager for Branch Operations and below is the Job Description attached. Only MALE candidates preferred Interested candidates can share their resume to kli.jayshree-jain@kotak.com or Whatsapp on 7972001255. Job location: Bangalore Interview Location - Kotak Life Insurance, 2nd floor ,2013, 100 Feet Rd, HAL 2nd Stage, Indiranagar, Bengaluru, Karnataka 560038 Interview Date - 23rd January, 2025 Contact Person: Raghavendra/ Shashikanth Age limit : 28 Years Job Description : 1. New Business proposal form processing. 2. Primary underwriting. 3. Customer Service. 4. Renewal Call...

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...