900 Mutual Fund Jobs - Page 2

Hi, 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

You will have the opportunity to work on challenging and relevant issues in financial services and technology at FIS, a team that values openness, collaboration, entrepreneurship, passion, and fun. **Key Responsibilities:** - Providing excellent customer service as a telephonic concierge and primary point of contact for high-value customers of financial institutions. - Handling inquiries and performing account maintenance on deposits and money market accounts. - Collaborating with internal and external clients and departments to resolve issues, comply with requests, and respond to inquiries. - Following up on escalated or referred service tickets and inquiries. - Identifying present and futu...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Hemalatha Call & WhatsApp :- 7200031602 Share Updated resume, hemalatha@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

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...

Hi, Please find the job description of Wealth RM Chennai Designation: Senior Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Responsible for managing and growing relationships with HNI/Ultra-HNI clients. Provide customised wealth and investment advisory based on client goals. Acquire new high-value clients and expand AUM and liabilities. Cross-sell investment, deposits, insurance, and other financial products. Conduct regular portfolio reviews and ensure high service standards. Ensure full compliance with KYC/AML and regulatory guidelines. Coordinate with internal teams for seamless client onboarding and servicing. Achieve monthly business, revenue and product penetration targ...

Hi, We have an excellent Opening in Leading Small Bank for the following role and HNI Relationship Manager (Products – CASA , Mutual Fund, FD & Insurance TPP) Relationship Manager – Current Account CTC up to 8Lacs location: Bangalore – ( Hosur , Frazer Town, Bommanhalli, SANJAY NAGAR, Indiranagar, Jeevanbhema Nagar, HSR layout, Vijay Nagar, Marathahalli, Yelahanka, Raja Rajeshwari Nagar) NOTE: CANDIDATES WITH EMPLOYMENT GAPS OR THOSE NOT CURRENTLY WORKING ARE NOT ELIGIBLE, KINDLY EXCUSE Responsibilities for Relationship Manager primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Bu...

Hi, We have an excellent Opening in Leading Bank for NRI - RM & Wealth RM - Mangalore Designation :Relationship Manager - NRI or Wealth RM Location : Mangalore Job Role : Individual Grade: Senior Manager / AVP Note : Candidates from Banking / Wealth Management is preferred. Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the NRI / HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotio...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campai...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campai...

KRAs for a back-office role in a Financial Plannes office Key Details Designation Client Service Manager Minimum Experience At least 1 year relevant experience in the same field. Salary Industry Standard. Company Name Financial Services Pvt Ltd. Office Timing 9.45 am 6.30 pm (Mon Saturday) Address Moti Nagar, Delhi -110015 Operational Efficiency 1. Transaction Processing Ensure timely and accurate processing of mutual fund , fixed Deposit && bond transactions including purchase, redemption, and switch transactions. 2. Compliance: Ensure compliance with regulatory requirements, such as KYC, AML, and FATCA. Client Support 1. Client Queries: Respond to client inquiries and resolve issues relate...

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 ...

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 ...

You will be responsible for coordinating with branches, sub-brokers, and franchises to drive business development. Your role will involve establishing new avenues for business growth and preparing Management Information System (MIS) reports related to business activities across various channels. Additionally, you will be required to liaise with Asset Management Companies to stay updated on fund and scheme information. Key Responsibilities: - Coordinating with branches, sub-brokers, and franchises for business development - Establishing new avenues for business growth - Preparing MIS reports on business activities - Coordinating with Asset Management Companies for Fund/Scheme updates - Execut...

Build a strong advisor network Lead a team of sales experts Create effective sales plans Recruit/appoint an advisor Motivate the sales team Required Candidate profile Having sales and marketing experience Problem-solving skill Communication skill Presentation skill Kindly Contact Us : Hiral | HR Team Phone/WhatsApp: +917861078425

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the client's 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. Conduct regular marketing activities in coordination with the regio...

Role: Financial Services Associate Location: Goregaon, Mumbai JD: Bachelors degree, or equivalent, in Accounting, Finance, or related business field A minimum of three to five years of investment accounting experience Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt t...

Career Opportunities Position AM - Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and pro...

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campai...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-5 LPA + incentive + Other benefit Job Description: 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 interested in the m...

As a Test Manager at our company, your role will involve utilizing your 11+ years of hands-on experience in application testing, including both manual and automation testing. Your proven record of achievements in testing teams will be crucial for managing medium to large teams effectively. In addition, your strong knowledge and working experience in investment management will be beneficial for the role. Key Responsibilities: - Understanding and analyzing application performance through database testing - Implementing Agile software development life-cycle methodologies - Utilizing testing tools such as ALM, Quality Center, Selenium, QTP, Load Runner, and Jira - Collaborating with multi-cultur...

You are a highly motivated Senior Project Manager (Techno-Managerial) responsible for managing multiple new projects, including key initiatives such as the Workflow modernisation programme. Your role involves devising strategic and tactical solutions aligned with the company's focus on quick deliveries and long-term high-quality applications. You will create high-performing project teams and build strong working relationships with senior customer representatives and various business and system teams. **Key Responsibilities:** - Oversee multiple new projects, including strategic initiatives like the Workflow modernisation programme - Develop strategic and tactical solutions to meet the compan...

Establish, manage, and grow the Private Client segment by acquiring and nurturing the HNI clients Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, competition, and products, suggest innova...

Relationship Manager is entitled for - * Generating leads. * Meeting with the leads provided by the company. * Acquisition of new Authorised Person/ Sub-brokers/ Business Associates/ Channel Partners * Business establishment support to the existing Authorised Persons * Revenue Generation * Business proposal explanation to the prospects. * Customization of business proposal according to the needs of the prospects. * Real time updation of CRM. Working days: Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm)

1). Resolving queries raised by franchisees in different areas like RMS / Back office / A/c opening / Compliance / DP / Trading / Mutual Funds etc 2) Preparing monthly performance reports for franchisees 3) Conducting training sessions for franchisees for a/c opening / trading / back office softwares 4) Preparing backup files for dealing voice recordings received from franchisees 5) Speaking to the franchisees regarding changes proposed by exchanges / SEBI from time to time 6) Proactively identifies potential work bottlenecks or peaks in work volume and identifies plans to meet agreed upon deadlines