688 Mutual Fund Jobs - Page 16

Job Description: Seeking a proactive Senior Sales Executive to drive sales through lead generation, customer visits, and achieving sales targets. Key Responsibilities: Source leads from personal networks to sell products. Contact provided leads, schedule sales visits, and convert leads to sales. Provide ongoing coaching, feedback, and support to boost performance. Analyze market trends, customer needs, and competitors. Meet or exceed business targets as per the goal sheet. Build and maintain strong client relationships. Qualification & Experience: Must completed Graduation compulsory. 1+ years of experience in sales and marketing in any sector. Proven track record of achieving sales targets ...

As a member of the Transfer Agency team at FIS, you will play a crucial role in supporting Transaction Operations, Processing, and associated functions of mutual funds for various clients. Your responsibilities will include providing telephone support for intermediary back offices and mutual fund clients, processing and quality control of dealer and shareholder transactions, performing daily review and resolution of NSCC reject activity, and handling daily reconciliation activities. Additionally, you will be responsible for reviewing and reporting on daily fund gain/loss activity, providing support for various dealer portals, assisting in maintaining departmental policies and procedures, and...

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) 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) Grduation is mandatory...

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...

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 is dedicated to providing outsourced fund administration solutions for fund sponsors (General Partners) and institutional investors (Limited Partners) in private equity, real estate assets, and Hedge Fund Administrators. By addressing key back office and middle office tasks, the AFS Cash team enables clients to focus on their core investment activities, maximize returns for investors, and maintain streamlined and efficient business processes. Essentially, the AFS Cash team ser...

The role holder will be responsible for handling Regulatory Compliance in respect of third-party products (insurance, mutual fund etc.) distribution business of the Bank. Handling Regulatory Compliance for the Bank covering various regulations of SEBI, IRDA, AMFI etc. Handling Compliance with above mentioned regulations pertaining to Mutual Fund & Insurance Distribution Business of the Bank. Circulating action points arising out of regulatory circulars/notifications/communications and pro-active follow up with the stakeholders ensuring timely implementation of the same. Reviewing existing and new processes and handling correspondences with the regulators on Compliance related matters. Handli...

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

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and reven...

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 More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, s...

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

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

The role requires you to manage Regulatory Compliance for the Bank's third-party products distribution business, such as insurance and mutual funds. Your responsibilities include ensuring compliance with regulations from SEBI, IRDA, AMFI, and handling regulatory inspections. You will be responsible for reviewing processes, communicating regulatory updates, and providing clarifications to stakeholders. Additionally, you will draft submissions to the ACB/Board and submit regulatory reports as needed. Interacting with regulatory authorities and the Bank's management is a key aspect of this role.,

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- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 1 ) Order Punching on behalf of client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 4) Graduation 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- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Job Description: 1) Order Punching on behalf of client 2) New client acquisition 3) Cross selling of third party investment products. 4) Revenue generation 5) Graduation and nism 8(equity derivative) is mandatory. Kindly reply with an updated CV at apex.samidha@gmail.com i f 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 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 is mandatory Kindly reply with an updated CV at apex.samidha@gmail.com i f 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- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) To ensure active mgt of clients & achieve the target active AUM 2) To be responsible for identifying customer needs,assessing thei 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) ...

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 ...

Equity, commodity, insurance, mutual fund and selling the Financial products. Handle customer queries and objections effectively. Retaining and renewing the existing client base. EXp.- 6 Months - 2 Year

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Alternate Dealer/ Pure Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- Trade Execution : Execute equity trades on behalf of clients during the absence of the primary dealer. Client Handling : Assist clients with equity investment queries, order placements, and trade confirmations. Risk Management : Monitor client positions and ensure compliance with risk and regulatory norms. Market Monitoring : Track market trends, stock performance, and provide basic inputs to clients. Backup Support : Act as a backup to the main equity dealer; ensure business continuity in the...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Franchise Sales CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- Sales Management : Drive sales growth across franchisee network. Franchisee Support : Provide training, guidance, and sales strategies to franchisees. Target Achievement : Monitor and ensure franchisee meets sales targets. Business Development : Identify new business opportunities and franchisee expansion. Relationship Building : Build strong partnerships with franchisees and ensure smooth operations. Performance Monitoring : Track sales performance and offer solutions for improvements. Market Analysis : Keep...

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- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1)Advising existing clients on commodity products 2) Passing on research calls and engaging clients to trade into commodity 3) Creation of revenue through effective advisory. 4) Graduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.unnati@gmail.com if you are interested in the mentioned Job Role, you can call also on 9506943818.

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" Role- Call & Trade CTC- up to- 4.5 lpa + incentive + Other benefit ROLES & RESPONSIBILITIES: -- 1. Responsible for handling inbound & outbound calls. 2 . Responsible for resolving the queries of investment products. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Trade behalf of client Kindly reply with an updated CV on apex.darshil@gmail.com if you are interested in the mentioned Job Role. you can call also on 8127854413