701 Mutual Fund Jobs - Page 27

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. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers....

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. ...

1) Responsible for Handling NRI / HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without co...

Manager Advisory Equity & Investment Products PCG ( Pvt. Client Group ) 1) Achieve the Business Target set for them which includes Broking Revenue , Future & Options (F&O). 2) Cross selling third party products like Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. 5) To achieve Revenue target through broking and cross selling products launched by the by the company from time to time. 6) Generate in...

A Product Specialist at is responsible for selling and promoting investment products to distributors and potential investors, conducting training sessions, and achieving sales targets for their assigned region. They leverage their product knowledge to support the sales team and ensure that distributors are well-versed in the company's offerings.

Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Qualification & Experience: Graduate/Postgraduate Designation: Relationship Manager Desired Skill Should possess ef...

Currently we are hiring for Deputy Manager's for filed work job Job role Reach out to existing customers via provided leads Understand their requirements and pitch financial products 100% leads provided by branch/reporting manager Company: Leading Life Insurance Company Locations: Pan India CTC: 2.5 to 4 Lakh + allowances (patrol, mobile) + incentives + travel opportunities (domestic/international) + fast-track promotions How to Apply: - Share your resume at mohsin.s@cppsjobs.com

Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; 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 Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Busine...

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-pa...

A) Key Result Areas: Key Result Areas Increase and sustain sales growth and AUM for the cluster Works with Regional Head to finalize the business plan for the financial year based on overall organizational agenda Strategizes and creates a roadmap to achieve the sales targets through increase in gross sales, net sales, AAUM and SIP count Collects market intelligence from competitors, clients and distributors to design sales strategies Business growth, distributor engagement and management Drives engagement for all channel partners in the cluster. Drives analysis to assess opportunity to engage new distributors for increasing market share Decides appropriate pricing of specific deals based on ...

Key Result Areas Supporting Actions Achieving sales targets and increasing market share of branch vis a vis industry. 1.Maximising business in allotted territory through distribution channel (IFAs, Banks, PSU and NDs)2.Empanling and activation of untapped and potential Channel Partners Managing and maximizing business from Client Relationships through prompt service Developing and maintaining relationship with retail clients, providing information and ensuring high volume of business from clients in assigned territory Identification & Engaging of new Distribution channel partners. 1.Developing new distributor relationships at branch2.Activation of such distributor relationships by providing ...

5–7 years of experience in financial services, with at least 2–3 years in a managerial role. strong understanding of equity, insurance, mutual funds, loans, and other financial products, along with the ability to lead a team and drive business growth Required Candidate profile • Develop and implement branch-level sales strategies to achieve financial targets. • Promote equity, insurance, mutual funds, loans, and other financial products to meet client needs.

Job Summary: As an Equity Dealer, you will be responsible for executing buy and sell orders for equities on behalf of clients, maintaining client relationships, and ensuring all trades comply with regulations. You will need to stay updated on market trends, analysis, and execute orders efficiently while managing risk. Key Responsibilities: Execute equity buy and sell orders for clients based on their instructions. Monitor equity market conditions and provide clients with timely advice and updates. Ensure compliance with all regulatory and exchange rules when executing trades. Maintain accurate records of all transactions and positions. Analyze market trends, identify trading opportunities, a...

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 on 9005316681.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients...

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 Identify 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 clie...

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...

Hi, We have an excellent Opening in Leading Bank for the following role and location HNI Relationship Manager NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Bangalore (Sarjapur, Electronic City, MG road, Whitefield, Marathahalli, Yelahanka, Koramangala, Vijayanagar, Kalyan Nagar, Ulsoor, Frazer Town, Hosur. Responsibilities for Relationship Manager •Portfolio is mapped to RM; 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 Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relatio...

Team sales profile Lead & guide Team Guide Team to work more efficiently Generate business for the company. Build customer relationships Must be ready to earn incentives Required Candidate profile Experience: 2+ years in Any Field Sales Graduation Complete Local candidate Basic Knowledge to sales products Contact Us: Shraddha P | HR Team +91 84888 33693

Greetings from Edelweiss Life Insurance. We are hiring insurance Sales experienced candidates for the post of Senior Relationship Manager ( EQUITAS Bank Channel) for CHENNAI( K K Nagar, T Nagar), COIMBATORE, MAYILADUTHURAI. Industry - Life Insurance Channel - Bancassurance Bank Channel - Equitas Bank On roll Job * Any candidates with minimum 1 year of Sales experience in Insurance/ Banking/ Financial sectors/ NBFC can apply. * Should be a graduate. * Should be ok to handle the assigned bank branches & ok to travel. CTC Annual - Max up to 375000 L + TA + Huge Incentives. Opportunities for promotions & level upgrades without probation & International Business Trips. Interested candidates can s...

Team Leading Profile Lead & guide advisors Guide advisors to work more efficiently Generate business for the company. Build customer relationships Must be ready to earn incentives Required Candidate profile Experience: 2+ years in Any Field Sales Graduation Complete Local candidate Basic Knowledge of banking Product Contact Us: Hiral P | HR Team +91 7861078425

Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of ...

Dear Candidate We are hiring for leading Bank in Cochin for the below roles NRI Relationship Manager Wealth Manager Location: Bangalore CTC: up to 10Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. Job responsibilities – Wealth RM This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & In...

Dear Candidate We are hiring for leading Bank in Cochin for the below roles NRI Relationship Manager Wealth Manager Location: Bangalore CTC: up to 10Lacs Job responsibilities NRI RM 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. Job responsibilities – Wealth RM This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & In...