701 Mutual Fund Jobs - Page 25

he would be responsible for the overall branch business and operations. His primary responsibility is business development and needs to add more IFA / Business partners, to activate and motivate the existing partners for business. Also to do various activities to generate leads for recruitment of new partners. He needs to handle the team of Unit Managers - Sales who are involved in partner recruitment and relationship management. Overall responsible for business development of the Financial Products Distribution for the given location. To oversee and manage the branch staff, including their coaching, development and discipline to help meet sales targets, strict adherence to policies and proc...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropr...

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to curren...

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and chan...

India's Leading Company is looking for a Area Sales Executive Develop a sales strategy to achieve organizational sales goals and revenues. Built Potential Sales Team & Train Them. Set individual sales targets with the sales team. Required Candidate profile Experience: 2 to 4 years in Field Sales and Marketing In any Sector Graduation Compulsory Age: 21 To 38 Years Excellent Communication Skills For more info: Hiral p I HR Team 91 + 78610 78425

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

Relationship Manager/ Business Development Manager :- Business Development 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.

Handling the walk in customers of the bank Understanding needs of the customer and pitching righteous product to the end investor. Meeting the channel partners and advisors and keeping them updated about the products and its Features & Benefits. Required Candidate profile Eager to earn Incentives Must be career Ambitious, Wiling to work with Large Investment Companies Good Communication and Interpersonal Skill Must Be Graduate before 2024 Contact Samiksha 9545830806

Relationship Manager/ Business Development Manager :- Business Development 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.

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and chan...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 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 o n 9005316681.

Key Responsibilities: Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience i...

* 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.

Need Stock market executive in Gujrat Contact Minakshi@ 9811985863 / qrn.pplacement@gmail.com Location: SURAT,Ahmedabad/ Rajkot. /Junagadh/Gandhidham and all other locations in Gujrat Position: Senior Equity Dealer, RM, Backoffice, BM Required Candidate profile Experience : min 1 years yrs in broking NO Freshers ctc 25k to 60k Good communication Knows local language NISM 8 preferred

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 20Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officer...

Responsible to drive the entire BD for Private Banking Channel for the Region. To build, develop & enhance relationships across Private Banks Setting up the entire network of Private Banks in the Region, Responsible to drive the entire Business Development for National Distribution Channel for the Region. Ensure effective and smooth relationship with ND's in the region for growth in business. Developing the entire network for National Distributors Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increa...

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 speci...

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 speci...

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 speci...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in managing relationships. Roles and Responsibility Develop and maintain strong client relationships to increase business growth. Identify new business opportunities and expand existing customer relationships. Provide excellent customer service and support to ensure high levels of satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the industry. Build a...

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 38 Contact Us : Hiral P | HR Team +91 7861078425

Identify & connect potential customers through various channels Build & nurture relationships with existing & new clients Present, promote & explain products/services to clients Negotiate pricing & close sales deals Achieve sales & company target Required Candidate profile Graduation mandatory Required local candidate Candidate must have field job experience Sales and insurance experienced candidate preferred.

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell produc...

Senior Equity Dealer in Stock Market- Contact Minakshi@ 9811985863 / qrn.pplacement@gmail.com Location: Ahmedabad/ Rajkot. /Junagadh/Gandhidham Position: Senior Equity Dealer Required Candidate profile Experience : min 4 years yrs in broking ctc 50k to 60k To book orders on behalf of clients Good communication Knows local language