688 Mutual Fund Jobs - Page 11

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 PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Empl...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

You are a Mutual Fund & SIP Sales Executive / Financial Product Advisor based in Mehsana, Gujarat. As a part of our team, your main responsibility will be to understand client needs, educate them on mutual fund investment options, and assist them in starting and managing their Systematic Investment Plans (SIPs) for achieving long-term financial goals. Your key responsibilities will include promoting and selling Mutual Fund schemes and SIPs to retail and HNI clients, recommending suitable investment plans based on client financial goals and risk appetite, achieving monthly and quarterly sales targets, conducting client meetings and presentations, maintaining client relationships through regul...

Are you someone who is curious, motivated, and forward-thinking Join FIS and be part of a team that works on challenging issues in financial services and technology. Our team values openness, collaboration, entrepreneurship, passion, and fun. The Transfer Agency division at FIS handles Transaction Operations, Processing, and related functions of mutual funds for various clients. We provide services through channels like Transaction processing, Chat, etc., which may involve tasks such as Accounts set up, Shareholder data maintenance, and overall record keeping. As part of the team, your responsibilities will include verifying and inputting customer requests accurately, performing quality cont...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campai...

Career Opportunities Position AM - Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to Area 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 provi...

Job Description: - Assisting customers in sale of a range of financial products on phone . - Reaching productivity that meets job standards, while working with speed and accuracy. - Meeting and exceeding targets as assigned periodically. - Ability to learn about products and services and describe/explain them to prospects. - Understanding customer requirement and closing sales. - Responding in a timely and effective manner to all communication. Role: Telesale Consultant Employment Type: On-roll, Permanent Education: Any Graduate / Post Graduate / Diploma (3 yrs Mandatory) Age: Upto 30 Experience: 1 year to 7 Years Location: Chennai Salary: Upto 4LPA Note: Come in formals for F2F Interview Ca...

Role & responsibilities 1. To up sell ICICI Prudential MF products to Retail/HNI Clients of IPru, as per the assigned database, 2 . generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness b...

You are a dynamic and strategic Marketing, Client Communication & PR Manager responsible for leading brand communications, public relations efforts, and marketing initiatives. Your primary role involves developing and executing integrated marketing strategies to enhance brand awareness, engage target audiences, and maintain a positive public image. Your key responsibilities include developing comprehensive marketing and PR strategies aligned with business goals, managing and enhancing the brand's reputation through media relations and press releases, overseeing content creation and marketing campaigns across various channels, and building strong relationships with media, partners, influencer...

Lead and manage a team of sales executives. Set and track sales targets. Train, mentor, and support team members. Drive customer engagement and satisfaction. Exp:1 to 5 years in Field Sales and Marketing In any Sector Required Candidate profile Must Be a Local Candidate. Bachelor's Degree Is Mandatory. Good Communication Skills. Exp:1 to 5 years in Field Sales and Marketing In any Sector Contact uS : Hiral | HR Team Phone/wp: +91 78610 78425

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 25Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officer...

Job Summary: 15 - 20 years in Mutual Fund Sales leadership roles with experience across multiple distribution models and product categories. Job Description: Strategic Mutual Fund Distribution Management Lead MF distribution across retail, HNI, and institutional segments via RM-led, partner-led, and digital journeys. Define and drive category mix strategy (Debt, Hybrid, Equity, International) aligned with investor goals and market conditions. Maintain strong partnerships with top AMCs for product access, support, and joint engagement. AUM Mobilization & Channel Target Achievement Achieve defined 50,000 Cr AUM target through a mix of SIPs, lumpsum flows, and goal-linked products. Monitor perf...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Position: Wealth Relationship Manager Location: Surat Product Focus: Mutual Funds, CASA (Current Account Savings Account), Life Insurance (LI) Industry: Banking / AMC Roles & Responsibilities: Develop and manage a portfolio of high-net-worth clients for cross-selling mutual funds, CASA, and life insurance products. Achieve monthly sales targets across investment and insurance product lines. Deepen existing client relationships through regular review meetings and financial planning discussions. Ensure high levels of customer satisfaction through quality service and prompt query resolution. Conduct financial needs analysis to recommend appropriate investment and insurance solutions. # Interest...

Opening with Leading Banks Bangalore Job Title: Relationship Manager AVP / VP Grade (Individual Role) Department: Retail Branch Banking – Wealth / HNI Segment Location: Bangalore Grade: AVP / VP CTC - up to 25L Experience: Minimum 10 years in Relationship Management / Wealth Management, preferably with experience handling HNI portfolios in Retail Branch Banking Role Objective: To acquire, engage, and grow a high-value portfolio of NHNI/UHNI clients by providing end-to-end personalized wealth and banking solutions. Key Responsibilities: Manage a portfolio of 100–150 HNI clients with consistent engagement Acquire new-to-bank HNI clients with a minimum relationship value of 20 Lakhs+ Ensure pro...

Company- Deloitte We are looking for passionate Candidates who want to make their career in Finance,compliance,capital Market Domain Experience range- 0-3 yrs Location - Hyderabad, Bangalore.

Company- Deloitte We are looking for passionate Candidates who want to make their career in Finance,compliance,capital Market Domain Experience range- 0-3 yrs Location - Hyderabad, Bangalore.

About Vivriti Group: Vivriti Group is a pioneer in the Mid-Market Lending space, offering tailored debt solutions to mid-sized entities. The group comprises Vivriti Capital Limited, a systematically important NBFC regulated by RBI, which has disbursed INR 33,000 crores across 400+ enterprise borrowers and holds an A+ rating from CRISIL. Additionally, Vivriti AMC, a subsidiary of Vivriti Capital, serves as an investment manager to fixed income alternate investment funds, having raised commitments of over INR 5,000 crores from 900+ institutional, HNIs, and FOs investors. The Regional Fund-raising Team plays a crucial role within the AMC sales team, focused on maximizing institutional, DFI, and...

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 new develop franchisees. Actively engage with clie...

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 new develop franchisees. Actively engage with clie...

1). Resolving queries raised by franchisees in different areas like RMS / Back office / A/c opening / Compliance / DP / Trading / Mutual Funds etc 2) Preparing monthly performance reports for franchisees 3) Conducting training sessions for franchisees for a/c opening / trading / back office softwares 4) Preparing backup files for dealing voice recordings received from franchisees 5) Speaking to the franchisees regarding changes proposed by exchanges / SEBI from time to time 6) Proactively identifies potential work bottlenecks or peaks in work volume and identifies plans to meet agreed upon deadlines

Hiring Field Sales Officer for India's Top Company Build and lead a team of financial advisors Train people in product sales Provide continuing guidance and assistance Work together on sales plan with the advisor Guide Team To achieve sales Goal Required Candidate profile Any Graduate Mini. 2 to 6 Years of Exp. in Sales & Marketing Strong Communications Skills Local candidates are prefer Contact: HR Team I +917861078425

Hi, We have opening for Area Sales Manager (Loan against Securities). Job location: Mumbai/Delhi/Bengaluru/Hyderabad/Gujrat. Salary: 11 lacs Call Back on 7208507156 Regards, Dharmesh Jain ABC

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 acquisiton 2) Cross selling of third party investment products 3) Revnue generation 4) Grduation is mandatory 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.