697 Mutual Fund Jobs - Page 18

The job involves direct customer service and sales to existing Max Life Insurance customers through relationship building. Customer leads will be provided by the company. The key responsibilities include driving revenue through cross-sell and up-sell opportunities, focusing on lead to conversion ratio, exceeding revenue and collection targets, conducting competition analysis, fixing self-appointments daily from the customer database, timely resolution of service requests, driving renewal collection, ensuring customer retention, establishing and strengthening relationships with customers, and providing financial planning assistance based on customer financial goals. Success in this role will ...

The ideal candidate should possess experience in mutual fund/insurance operation work along with basic computer knowledge. Preference will be given to female applicants.,

Post- Relationship Manager Customer Engagemen t Grade : DM/Manager (Individual Contributor) Job Location - All overMumbai Products -Mutual fund, PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) Working days - 6 days (Alternative Saturday off ) Budget - 18LPA Age Criteria - UPTO 35 Job Role - To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company 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 t...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 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.darshil@gmail.com if you are interested in the mentioned Job Role, you can call also on 8127854413 .

Minimum of 2 years of experience in sales within the financial services or stock market industry. Proactively identify, target, and acquire new clients interested in stock market investment opportunities.

You should have 4-6 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds. It is important to have knowledge about the capital market and a good understanding of derivatives, equities, and fixed income securities. Your responsibilities will include the preparation and presentation of various financial statements as per IFRS, US GAAP, Lux GAAP, and Irish GAAP. Previous experience in BPO/captive on capital markets back office processes will be beneficial. You will be responsible for the preparation and review of financial statements/regulatory reports like Balance sheet, PnL, Schedule of Investment, cash flows, Notes to the accounts as per applicable GAAP....

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Micro Finance and Business Development. Roles and Responsibility Develop and maintain strong relationships with clients to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of customer satisfaction. Collaborate with internal teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and...

Currently we are looking for a candidate as a Sales and Marketing Associate as well as handle the operation part at FundVizer's Wealth Department, who will be responsible for promoting our financial services to potential clients Required Candidate profile KEY RESPONSIBILITIES: Main duties will include identifying sales opportunities, reaching out to clients via various channels such as phone calls, emails, and social media, and showcase our offerings.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Wealth Manager CTC- upto-7 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Business Growth & Revenue Generation :- Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. 2) Team Management- Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. 3) Customer Acquisition & Retention- Expand UHNI and corporate customer base. Foster local area programs, referral model...

Role & responsibilities Roles and Responsibilities To promote all the product line of Mutual Fund/Financial Assets To up sell Mutual Fund products (B2B sales) To identify challenges, resolving queries and garnering business from the channel partners. To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the partners. Identifying and providing training and updation on all the new and regular products. Complete compliance updated communication to be sent to the channel partners. Develop and maintain a long-term relationship with Channel partners. Able to derive the monthly sales plan and ensure regular contact with all mapped partners thro...

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 talented people empower us, and we believe in being part of a team that is open,

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Revenue generation 2) Customer Profiling 3) Activation of inactive clients 4) Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. 5) Cross selling other products 6) Client Interaction 7) Regular Meetings with clients for maintaining relations 8) References from existing clients to acquire new clients 9) Updating clients on market, companys research reports, new IPOs, etc 10) Proper confirmations of trades to clients on daily basis risk Management. 11)...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Risk Associate 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 & Requirements...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Call & trade CTC- upto-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) Order punching on behalf of client 6) NISM 8 & grduation is manadtory 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- Team Leader Dealing CTC- upto-8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for handling team of dealer 2) To ensure team achieves the assigned target 3) Will be responsible for reviewing and evaluating there performance. 4) Order punching on behalf of client. 4) Grduation 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.

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- B2B 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.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- 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- Telesales CTC- upto-3 LPA + incentive + Other benefit Roles & Responsibilities: 1) Make outbound sales calls to potential customers from company assigned leads. 2) Explain the features and benefits of the 5paisa platform in a clear and compelling manner. 3) Assist customers through the account opening and onboarding process. 4) Ensure a smooth and hassle free client journey with accurate and helpful information. 5) Achieve individual and team targets for client acquisition and onboarding. 6) Build rapport with prospects and become a trusted point of contact. 7) Maintain professionalism and accu...

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) Grduation and commodity certificate is mandaory 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.

The ideal candidate should have 4-6 years of experience in Fund accounting/ Financial Reporting for hedge funds or mutual funds with a solid understanding of the capital market. A strong accounting background is essential along with knowledge of the Mutual Fund and Hedge Fund industry. The candidate should possess expertise in derivatives, equities, and fixed income securities. Previous experience in working on Financial Reporting profiles, preparing various financial statements in compliance with IFRS, US GAAP, Lux GAAP, and Irish GAAP is required. Experience in BPO/captive on capital markets back office processes is preferred. The candidate should also have experience in Business Areas suc...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 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.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 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- Cluster dealing head CTC- upto-10 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Team handling Experience minimum 1 to 3 years. 2) To achieve healthy revenues without compromising on client's profitability 3) Equity Proven experience as a Client Relationship Manager 4) TPP (Third Party Product) sell to customers 5) Handle Inbound & Outbound calling Team 6) Training new employee Strong Product Knowledge Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344

Role Purpose: 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 distributor 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...