701 Mutual Fund Jobs - Page 26

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.

Min 2 A/Cs of 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month. Min 1 Lac Insurance premium every month (li/GI/hi/motor) Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/IAP/PMS/PE/IAF/FD/Bonds Required Candidate profile MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity) Research, investigate and update client on available investment opportunities/financial market.building a strong AUM book

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.

To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts Required Candidate profile SIPs 5 SIPs per month of Rs. 2000 each.Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector

To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Required Candidate profile Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector

To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Required Candidate profile Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.

Candidate will be responsible for Sales of retail accounts acquisition for equity, commodity and currency. Responsible for third party business also like MF , Sip, Insurance and PMS.Liability Product

To acquire 7-8 new clients per month for Demat Account Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts Required Candidate profile SIPs 5 SIPs per month of Rs. 2000 each.Educational Qualifications: Graduation Experience: Minimum 6 Month Experience in sales/wealth management in BFSI Sector

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.

Servicing franchisee & existing PMS clients.,Sub broker,channel Partner. Cross selling of Equity, Mutual Fund & PMS products.Build a good rapport with them by providing market information & current portfolio status Achieving desired sales targets Required Candidate profile daily update the work to the reporting manager by EOD.Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs.

Call company existing clients basically Investors and tell them about the company's new product named- TGS (Trade Guide Signal). It is basically a share education software which helps in share trading. Product sell through call , webiner , seminar Required Candidate profile you are in a Regional Branch and covering all the nearby clients. Your reporting manager is in the Mumbai HO. Arrange seminars. Coordinate with colleagues for sell the software to existing clients. Perks and benefits Medicalm + Term Insurance + Incentive + Many More

Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for the AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise cl...

Hiring fresher or experienced candidates for sales of Mutual fund for Stock broking firm .Also hiring candidate with experience or knowledge of share trading . Excellent opoortunity to gain experience in Financial market. Salary +incentive+allowance.

DHNI - RM Job Purpose To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients. Job Context g)Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. h) Adequate planning and strategy. i)Focus on inactive clients & follow activation. j)Synergise with all relevant departments for achieving the desired objective k)Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc Key Challenges for the role are as follows: l)Increase the AUM with existing clients and strengthen the relationship with them ...

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...

Relationship 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. Working days: Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm), Mode: Work from Office

Relationship 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. Working days: Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm), Mode: Work from Office

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore CTC up to 27Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regulations & Procedures...

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...

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspiration...

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspiration...

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 Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and ...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS,...