688 Mutual Fund Jobs - Page 13

Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers while attracting new ones. On Roll Profile Required Candidate profile Graduation is required Must have 1 year of experience in any field sales. Good Communication skills Product Knowledge Contact Us : Nisha P | HR Team +91 9904750213

Dear Candidate We are hiring for leading Bank for the below roles NRI Relationship Manager - Cochin, Calicut & Kottayam CTC: up to 12Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Sen...

We are hiring dynamic and experienced professionals for a leading private sector bank in Bangalore for the following roles: Open Positions: RMPA (Relationship Manager - Priority Accounts) Aspire RM Signature RM PCARM (Personalized Customer Acquisition RM) Insignia RM Signature Elite RM Location: Bangalore (Multiple branches) Requirements: Minimum 2+ years of experience in Banking, NBFC, or Financial Services Strong knowledge in handling HNI/NRI clients preferred Excellent communication and relationship management skills Please share your CV to: jayalakshmisprohr@gmail.com WhatsApp: 8807182228 Join our job updates group for more openings: https://chat.whatsapp.com/GJ3DAl0NYQRCR5PWqiPJjs

Position Purpose This role being recruited for is a senior high profile position, which will involve working closely with the current Functional Head. The candidate for this position will be responsible for Fund Accounting Operations Responsibilities Direct Responsibilities The candidate will be expected to run the operational areas on a day-to-day basis for team. The Candidate will be expected to work closely with the Functional Head and Managers within FA as well across Securities Services locations to support ops transformation and business growth The role requires very strong Organizational and People Management skills Solid technical understanding of Fund Accounting / Fund Services func...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relatio...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relatio...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relatio...

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.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- Commodities Risk Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Manage client/dealer limits for commodities 2) Evaluate risk profiles and set exposure limits 3) Process real-time limit changes during market hours 4) Process real-time limit changes during market hours 5) Operate MCX/NCDEX terminals and manage contract expiries 6) Oversee position limits and fund allocations 7) Participate in testing and implementation of RMS systems 8) Participate in testing and implementation of RMS systems 9) Handle EOD risk activities and circulate market updates Skills & Re...

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 ...

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- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Order punching on behalf of the client 2) Client acquisition 3) Cross selling 4) NISM 8 & Grduation is mandatory Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description:- 1) Order Punching on behalf of the client 2) Client acquisition and cross selling 3) Revenue Generation 4) NISM 8 & Graduation mandatory Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description:- 1) Order Punching on behalf of the client 2) Client acquisition and cross selling 3) Revenue Generation 4) NISM 8 & Graduation mandatory Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting speci...

About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: Virtual relationship managers act as the single point of contact for customer's banking requirements are responsible for the cross selling (assets) business of the bank by ...

Role & responsibilities Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA/ National Distributors for the Region. • To build, develop & enhance relationships the Retail Channel • Setting up and managing the network of All Channels in the Region, • Develop, implement strategy to achieve planned growth objectives for their channel. • Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite • Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. • A...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relatio...

JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premium customer service delivery to their mapped NRI portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the NRI portfolio through client outreach and continuous monitoring of client relatio...

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 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, etc) 4) Graduation and nism 8 certificate is mandatory. 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.

Role & responsibilities Identify and generate new sales opportunities through cold calling, networking, and referrals. Understand client needs and recommend suitable financial products (e.g. Mutual Fund) Develop and maintain long-term relationships with clients to drive customer loyalty. Meet or exceed monthly and quarterly sales targets. Maintain a strong understanding of company products, policies, and industry trends. Maintain accurate records of sales activities and client interactions using CRM software Preferred candidate profile

LAKSHMISHREE INVESTMENT & SECRUTIES LIMITED is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active management of clients & achieve the target active AUM 2) To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4) To achieve healthy revenues without compromising on client profitability 5) To have clear focus on client mining 6) To conduct regular Client Meetings & update the same in the meeting tracker 7) To a...

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- Digital business- Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio & g...