290 Mutual Fund Jobs - Page 2

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) .To attain maximum reach of investment ideas/stock calls initiated 8) Keep a breast of the market news, financial trends and current affairs 9) To attend post result con-calls, analyst meets for improved client servicing 9) NISM 8 (Equity and derivative certificate) and 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- 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 area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. 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.

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 their absence. Order Management : Manage order books efficiently and with accuracy. Compliance : Ensure all trades follow exchange rules and internal compliance standards. Client Reporting : Provide clients with trade summaries, contract notes, and portfolio insights as required. Coordination : Liaise with internal teams like research, operations, and compliance for smooth service delivery. NISM 8 (Equity and derivative certificate) and grduation is mandatory 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- 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 an eye on market trends and competitor activities. Promotions & Marketing : Collaborate on local marketing campaigns to boost sales. Reporting : Regularly report on franchisee sales performance to upper management. Customer Satisfaction : Ensure franchisee delivers excellent customer service. Graduation is mandatory. 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- 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 & Requirements:- 1) Graduate in Finance/Economics; MBA preferred 2) NISM Commodity Derivatives Certification (mandatory) 3) Proficiency in RMS and commodity platforms 4) Knowledge of commodity markets, MCX/NCDEX, and SEBI rules 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- 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 area, trade actively 6) Responsible for servicing and generating references from the partner bank Channel customer base. 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" 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

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Job Description: Sales Generation : Drive insurance product sales through bank branches (Bancassurance channel). Relationship Management : Build strong relationships with bank staff to increase lead generation and conversions. Lead Conversion : Work on walk-ins, referrals, and leads shared by bank partners. Training & Support : Train bank employees on insurance products and sales techniques. Target Achievement : Achieve monthly and quarterly sales targets set by the company. Customer Interaction : Meet customers to understand their financial needs and offer suitable insurance solutions. Cross-Selling : Identify opportunities for cross-selling and up-selling of insurance and related financial products. Graduation and NISM 8 (Equity Derivative certificate) is mandatory. Kindly reply with an updated CV a t 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- 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) Group discussions & up-gradation of market information, research reports General 12) Strive towards achieving individual goals and thereby the branch and organizational goals 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: Branch Dealer CTC- up to-5 lac+ incentive + Other benefit Years of Exp: 1 to 4 yrs Roles: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3 . To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4. To keep abreast with the market knowledge and market intelligence. 5• Responsible to ensure all activities are in adherence as per Compliance & Risk. 6 • Provide regular updates to the immediate superior as and when required. 7. Graduation and NISM 8 is mandatory 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

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 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.

Transfer Agency Trade Processing Team Business- Dealing Role Title- Associate & Senior Associate The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing functions including Transaction processing, Reporting, AML and Registration and Payments. The department is responsible for Client and investor document management, processing and quality checking of transactions and updating the registers of clients in response to investor instructions. This role is to perform BAU activities in the TA department in order to ensure that not only Client Service Level Agreements are consistently met and/or exceeded but also to ensure that regulatory requirements are effectively met. Candidates should be flexible enough to work in 24*7 environments. Key duties and responsibilities Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures. Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs. Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot. Ability to support, guide & train other team members. Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires. desirable 1-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & it’s impact on other related functions.

As an experienced professional in the field of Private Investments portfolio management, your role will involve making independent, well-informed decisions to enhance the performance of the Private Equity portfolio. You will be responsible for approaching advisors to invest in company-approved startups and facilitating secondary sales of Private firms. A key aspect of your responsibilities will be to maintain the quality of the portfolio by actively engaging with mapped relationships, ensuring that relationship values are maintained at desired levels. Additionally, you will provide financial planning and investment advisory services to Brokers, Agents, and Advisors. This involves conducting thorough analysis to identify customer needs and recommending suitable products accordingly. In this role, you will be required to monitor existing Private Investments by conducting update meetings and calls with managers. This will involve reviewing performance reports, quarterly letters, and other manager correspondence to stay informed about the status of the investments. Furthermore, you will be expected to develop strategies to attract new potential investors and advisors to the portfolio. To excel in this position, you should possess a minimum of 6 years of experience in Stockbroking, Mutual Fund, or Private Equity Advisory and Sales. A strong understanding of Capital and Stock Markets, as well as Fund Raising and IPOs, is essential. Your ability to work effectively under tight deadlines, coupled with experience in valuation, modeling, and financial forecasting, will be crucial for success in this role. Excellent communication skills, a growth-oriented mindset, and strong analytical capabilities are prerequisites for this position. As a self-starter with a proactive and target-oriented approach, you should also demonstrate proficiency in networking and relationship building. Being well-organized, customer-service oriented, and driven by a desire to consistently achieve top results will be key attributes for excelling in this role.,

The role involves conducting telecalling activities to engage potential clients and acquire new clients. You will be required to have knowledge about the account opening process, and training will be provided to support you in this area. Client follow-up will be a key aspect of the role to ensure client satisfaction and retention. As part of your responsibilities, you will be expected to achieve 2 times the revenue target set on a monthly basis. Cross-selling of mutual funds and insurance products will also be part of your duties to maximize client engagement and revenue generation. This is a full-time position with day shift schedules. In addition to the base salary, you will be entitled to benefits such as Provident Fund and performance bonuses based on your achievements. The ideal candidate will have a Bachelor's degree and at least 1 year of experience in tele sales, with a total work experience of 1 year preferred. Knowledge of capital market operations is required for this role. Proficiency in Hindi and English languages is preferred for effective communication with clients. The work location will be in person, requiring your physical presence at the office for day-to-day operations.,

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client 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 / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Position - Sales Executive Locations: North India - NCR, Kanpur, Lucknow, Agra, Allahabad, Varanasi, Gorakhpur, Jaipur, Ludhiana, Jalandhar, Patna, Muzafarpur, Jamshedpur, Patna South India - Vijayawada, Hyderabad and Anantapur. Responsibility: Marketing and selling of FD (Fixed Deposits), Life Insurance, General Insurance, Mutual Funds. Regular interaction with customers Maintain a good relation with existing and prospective customers Maintain a list of prospective customers

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 I dentify 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 clients, explain product benefits, and persuade them to make informed decisions about their financial options Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential Develop strategies to attract new clients through networking, referrals, and community events Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty Business conversion of all the newly acquired franchisees Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies

Lead Generation: Identify and onboard potential clients through cold calling, references, and market outreach. Networking: Build and leverage a strong referral network to generate new business. Client Meetings: Conduct online/offline meetings to understand client needs and recommend suitable investment products and schemes. Client Advisory: Offer tailored financial solutions that align with client goals and maximize returns. Retention & Growth: Ensure consistent client engagement, annual client acquisition targets, and relationship management. Professional Development: Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities. Fieldwork: Actively participate in on-ground sales activities and client interactions. Experience: Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies, -Minimum: 2-5 years in financial product sales/distribution Skills Required: Strong market network and prospecting skills, tech savvy, and a people person. Excellent communication, interpersonal, and negotiation skills. Self-driven, target-oriented, hard-worker, and team player. Certifications: NISM VA, Insurance IC 38 or POS, willingness to complete upon joining Incentives & Growth Attractive performance-based incentives. Career growth opportunities in a leading distribution organization. Regular training and development and exposure like never before. Key Skills : Mutual Fund Sales Business Development Client Relationship Customer Relationship

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 specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 0-2 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage NISM VA Mandatory MFD Certified

The position available is a full-time role at FIS, a leading fintech company. FIS plays a crucial role in the global market and is committed to driving the world of fintech forward. The company values inclusivity and diversity, with colleagues who collaborate and celebrate together. If you are looking to make a difference in the world of fintech, FIS invites you to join their team. The Transfer Agency division at FIS is responsible for Transaction Operations, Processing, and associated functions related to mutual funds for various clients. The team provides services to clients through different channels such as Transaction processing and Chat support. The customer support services encompass activities like Accounts set up, Shareholder data maintenance, and overall record-keeping. As a part of the FIS TA Dealer Services team, your responsibilities will include providing telephone support for intermediary back offices and mutual fund clients, processing and quality control of dealer and shareholder transactions, daily review and resolution of NSCC reject activity, performing 22c-2 frequent trade monitoring, supporting various dealer portals, daily reconciliation activities, reviewing daily fund gain/loss activity, assisting in maintaining departmental policies and procedures, and handling additional senior associate level duties and project work as per business requirements. The ideal candidate for this role would have at least 3 years of experience in Mutual fund and transfer agency processes, be willing to work in night shifts for 5 days a week in a hybrid model, possess excellent communication and interpersonal skills, demonstrate a strong customer focus, have the ability to effectively communicate complex concepts, showcase problem-solving and analytical skills, be proficient in Microsoft Word, Excel, and PowerPoint, and have the capability to handle various short and long-term assignments outside of day-to-day functions. At FIS, you will find a career that goes beyond just a job. It's an opportunity to contribute to shaping the future of fintech. The company offers a voice in the future of fintech, continuous learning and development opportunities, a collaborative work environment, chances to give back, competitive salary, and benefits. FIS is dedicated to safeguarding the privacy and security of all personal information processed to provide services to clients. The company follows a direct sourcing model for recruitment, with a small portion of hiring through recruitment agencies. FIS does not accept resumes from agencies not on the preferred supplier list and is not liable for related fees for resumes submitted through any channel. Join FIS and be a part of the exciting journey to revolutionize the world of fintech!,