697 Mutual Fund Jobs - Page 23

Key Responsibilities: Sell equity, mutual funds, and financial products to clients. Drive new business opportunities and franchisee partnerships. Acquire and onboard clients for Demat and stock broking services. Promote and cross-sell a variety of investment products. Qualifications: Education : Bachelor's degree in Finance/Marketing. Experience : 0-2 years in financial services sales. Skills : Strong sales abilities, product knowledge, communication, and client management.

Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure t...

Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure t...

Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure t...

Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure t...

Job description: 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 revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgage, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Key Responsibilities: 1. Distributor Onboarding & Enablement: Identify, evaluate, and onboard potential IFAs, distributors, brokers, insurance agents and other channel partners. Manage end-to-end onboarding ...

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Location: Bangalore, Chennai, Hubli,Mangalore Equity Dealer and Sales profile. Experience : 1 to 5 yrs in broking, also keen in 3rd party sales after market hours. ctc 20k to 35k Required Candidate profile To book orders on behalf of clients Good communication Knows local language

1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party P...

Payroll-Mutual Fund Co Process-Inbound Voice Des-Customer Relationship Manager Shift-Day Rotational Work From Office Work Location-Belapur / Airoli Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / HSC Fresher can also apply Age should be 20-32 yrs

The role involves setting up of Back office operations in Mutual Funds and Insurance (Life and General) 1. Typical day to day operational part: a. Follow-ups, Enquiries, quote generations, status reporting, MIS & reports, Customer care and query resolution b. Inward and Outward management, couriers, etc. c. Petty Cash Management d. Staff Conveyance/Travel allowances payments e. Qandle HRMS module Full implementation f. GST Coordination with CA g. TDS, ESIC, PF, PT, Rent and Utility Payments, Insurance payments h. Bank Transactions reconciliation i. Asset management & AMC j. Agreements, Renewals k. Support to Pune & Ratnagiri branches for Operations business l. New Employee on-boarding and Ex...

Dear Connections, We are currently hiring for a leading Private Sector Bank! Position: Wealth Relationship Manager Product Portfolio: Mutual Funds, Insurance, Savings & Current Accounts Role: Individual Contributor Portfolio Handling Location: Delhi/NCR , Bangalore , Mumbai , Ahmedabad If you or someone in your network is interested, please share updated CV at mukesh.dhawan@v-konnect.com . Referrals are highly appreciated! hashtag#Hiring hashtag#BankingJobs hashtag#WealthManagement hashtag#DelhiJobs hashtag#PrivateBanking hashtag#MutualFunds hashtag#Insurance hashtag#VKonnect

Role Description Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects t...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) ...

Please find the job description for the role: WJob Title : Fund Accounting Consultant. Job location Mumbai & KSA (Kingdom of Saudi Arabia) Fund Accounting Mutual Fund / Hedge Fund / Equity / Public Fund (Job Description) * 2 t o 5 years experience in Fund accounting and Mutual fund operations * Expert on following asset classes: local equities , regional & international equities, Money Market, Fixed Income, Multi assets & Multi classes ) * Expert on corporate actions and FX's. * Expert on cash & holding reconciliations. * Expert on trade processing and dealing with custodians and counter parties. * Expert on book keeping and GLs * Expert on financial statement preparing, financial reporting ...

Our Fund administration team is working with some of the top names in the fund industry. Youll be working in one of the teams responsible for managing the end to end processes related to securities and portfolio / fund valuation for client segments like Mutual Fund, Alternative Investment Fund, Portfolio Managers, etc. Our fund administration team uses one of the best platforms available in the fund accounting space which is robust enough and at the same time offers flexibility to parameterize the system as per local needs and regulations. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure t...

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Ahmedabad Surat Interested candidates can Mail to: soumya.dey@kotak.com / kurt.freese@kotak.com/ prajwala.das@kotak.com Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must b...

Here is the job description Title: Business Channel Manager Locations: Bengaluru, Chennai and Coimbatore Full-Time Responsibilities: Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices. Introduce MF / PMS / AIF solutions products basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximise client experience by proactivel...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients 6) Constant efforts on direct databases for activation / reactivation / retention of clients 7) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, C...

1) To spearhead activation and servicing for demat holdings in the given Region / Zone / Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region / Zone / Cluster is achieved through existing / external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research / updates to team me...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

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+ years of experience in any Sales, Banking, finance/insurance sector. Good Communication skills Age Criteria: 21 to 40 Location : All Imp City of Uttar Pradesh

Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and pla...