688 Mutual Fund Jobs - Page 15

Position Title: Relationship Manager Retail Department: Sales Channel: Retail (IFA, Banking & ND) About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage pl...

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 client 2) Brokerage generation 3) Client acquistion and cross selling. 4) Graduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.tithee@gmail.com if you are interested in the mentioned Job Role, you can call also on 7991538421 .

As a Senior Officer in the DSF department at our Kurukshetra location, your primary responsibility will be to provide direct customer service and sales to our existing MLI customers by focusing on relationship building. You will be working closely with the Branch Relationship Manager and will have access to the existing customer database known as the Book of Relations (BoR). Your key responsibilities will include: - Establishing and strengthening relationships with the allocated customer base. - Ensuring the retention of customers in your assigned Book of Relations. - Acting as a single point of contact for customers for any queries or complaints. - Identifying the financial goals of custome...

As an Associate in the Alternative Fund Services Cash Operations (AFS Cash Team), you will play a crucial role in driving impact for Private Equity & Hedge Fund clients through Global Cash Operations. The AFS Cash team specializes in delivering comprehensive outsourced fund administration solutions for fund sponsors and institutional investors in private equity, real estate assets, and Hedge Fund Administrators. By providing services that address key back office and middle office tasks, the team enables clients to focus on their core investment activities while maximizing returns for investors and maintaining streamlined and efficient business processes. Essentially, the AFS Cash team serves...

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...

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) order punching on behalf of client 2) brokerage generation 3) Client acquisition and cross selling 4) NISM 8 and graduation 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.

You are looking for a dedicated Collection Executive to join our team at Money Honey Financial Services Pvt. Ltd. As a Collection Executive, your primary responsibility will be to establish and maintain communication with clients, arrange meetings at their convenience to either collect or drop necessary documents, and provide regular updates to the seniors regarding document submission or collection. To excel in this role, you must possess the following qualities: - Must be a biker with the ability to travel for client visits. - Basic literacy skills to read and write effectively. - Strict adherence to formal dress code at all times. - Flexibility in working hours to meet company requirement...

Position is based at Mumbai. Candidate must be a Chartered Accountant with post qualification experience of 3 to 6 years. Candidate should have good banking knowledge. Knowledge in Mutual Fund, and commercial paper is required. Should be coordinating with Fund houses. SAP knowledge is preferred.

Were Hiring: Assistant Manager - Client Service Pune Branch Location: Pune | Experience: 56 Years | Qualification: Graduate Apply now: [HIDDEN TEXT] Immediate Joiners Preferred! Looking for a role where your organizational skills and client service mindset truly shine This opportunity places you at the center of day-to-day branch operations, where your ability to manage, coordinate, and communicate will make all the difference. Key Responsibilities: Handle all client-facing activities at the front desk including walk-ins, application acceptance, and query resolution. Scrutinize and verify forms, manage cheque deposits, petty cash, and vendor payments. Make timely reports of large-value trans...

Job Summary: We are looking for a dynamic and result-oriented Mutual Fund Sales / Client Relationship Manager to drive client acquisition and foster long-term relationships. The ideal candidate will have a strong understanding of mutual fund products and a passion for delivering excellent client service while consistently achieving sales goals. Key Responsibilities: Client Acquisition: Identify and acquire new clients interested in mutual fund investments. Relationship Management: Build, manage, and deepen relationships with existing clients by understanding their financial goals and providing suitable solutions. Sales Performance: Achieve and exceed assigned sales and business development t...

The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Priority Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Priority portfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Priority portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achi...

About the Company: Alpha Alternatives is a multi-asset class alternatives asset management platform based out of India Singapore & Dubai, with over 20000 crores of assets under management, and deep focus on alpha generation. We are passionate about finding alternative investment opportunities that can deliver superior risk-return characteristics. We operate across various alternative spaces like Equities, Commodities, Absolute Returns, Structured Credit, Fixed Income, Quant, Infrastructure, Real Estate. Our products span across various investment structures such as AIF (Cat II & III), PMS, RIA, NBFC (ND-SI), and Gift City. Our team consists of 210+ people who are vastly experienced across do...

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,

You will be responsible for generating brokerage primarily by advising clients on their equity portfolio. Developing and maintaining long-term relationships with customers to ensure high retention rates and focus on generating new business will be a key part of your role. It is essential to stay updated with market knowledge to provide clients with accurate information. Adherence to compliance and risk-related activities is crucial. You will also be responsible for keeping clients informed about their orders and cross-selling third-party products such as Mutual Fund, SIP, and PM. This position is available as Full-time, Part-time, Fresher, Internship, or Freelance. The work schedule is Monda...

This is a full-time on-site B2B Business role with one of the Leading Wealth Advisory firm. You will be responsible for analytical tasks, financial management, team management, customer service, and sales activities on a day-to-day basis. The job location for this role includes Ahmedabad, Surat, and Mumbai. The ideal candidate should have 4 to 9+ years of experience in the relevant field. Key qualifications for this position include analytical skills and finance expertise, team management and customer service abilities, sales experience, and experience in selling Wealth products, Financial products, Mutual Fund, Demat, Insurance, etc. Additionally, strong leadership and organizational skills...

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Co...

Generate appropriate leads for DREBP additionally Rooftop, Captive, Open access Follow up on leads Visiting the clients and Sites Successful closure of leads Advance from successful sales Sign off on sales closure and hand over to Ops team

Role & responsibilities Direct Responsibilities 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

As India's leading financial services and broking company with over 900 investment centers nationwide, Arihant Capital is dedicated to making investments and financial services more understandable and accessible to all. We prioritize customer focus and aim to cultivate an inclusive environment where our employees can excel and make a meaningful impact. You will be responsible for overseeing the entire online sales team to ensure optimal performance. This includes servicing existing retail clients and sub brokers, as well as generating leads through established client relationships. Managing queries, limits, and risk management of online clients will be a key aspect of your role. Additionally...

As a candidate for this role, you should possess a good knowledge of investment options available in the mutual fund space across various asset classes such as Debt, Equities, and Hybrid. Your responsibility will include increasing market share and AUM share in the assigned markets by identifying, building, and maintaining relationships with existing and new distributors while achieving the given targets. It is essential to have product and process knowledge to enable NDs to meet clients and successfully sell the company's funds. Effective communication and influencing skills are crucial for engaging with various stakeholders and generating business from NDs. This is a full-time, permanent p...

You should have 2-4 years of team handling experience and knowledge of preparing various calculations files as per the requirement. Worked on special projects and Migration will be an advantage. You should have knowledge of the Mutual fund and Hedge Fund industry, along with prior working experience in BPO/captive on capital markets back-office processes. Experience and expertise in Business Areas such as Middle Office Processing, Expense Reporting, and Fund accounting are essential. Experience in process set-up/migration of work from onshore would be preferred. Your key responsibilities will include the preparation and review of invoice processing received from vendors, ensuring accurate ne...

Walkin Details: Date : 30th & 31st Aug 2025 Time : 10 am - 5 pm Address: Angel one Ltd,3rd Floor,Shubharambh Complex, Trinity Circle,Head to HDFC Bank,Near Kotak Mahindra Bank office,MG Road,Ashok Nagar, Bangalore,Karnataka,560025 About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Lear...

Job description Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and po...

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 : Hiral P | HR Team +91 7861078425