900 Mutual Fund Jobs - Page 3

Role & responsibilities Establish, manage, and grow the Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr 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,...

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 ...

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...

As an ideal candidate for this role, you will have experience in Mutual Funds and possess knowledge of financial concepts. Your responsibilities will include recommending Mutual Funds, writing market outlooks and product notes, as well as generating periodic reports. You will conduct detailed client portfolio reviews and analyze strategies for Mutual Funds. Additionally, you will provide product support and make client presentations. Familiarity with software such as ICRA and Morningstar Direct platform would be advantageous. - Experience in Mutual Funds - Knowledge of financial concepts - Recommending Mutual Funds - Writing market outlooks and product notes - Generating periodic reports - C...

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 year of experience in any field sales. Good Communication skills Product Knowledge Contact Us : Hiral P | HR Team +91 7861078425 Perks and benefits Fix Pay + Incentive

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)

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)

Role & responsibilities Establish, manage and grow the AUM of the elite Client segment by acquiring and nurturing the client having AUM => INR 10 M • Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. • Resolve customer queries and complaints within the agreed TAT as per the bank customer service policy. • Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements. • Keep attuned to the current economic and financial markets to be current and proficient to...

Role & responsibilities Establish, manage and grow the AUM of the elite Client segment by acquiring and nurturing the client having AUM => INR 10 M • Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. • Resolve customer queries and complaints within the agreed TAT as per the customer service policy. • Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements. • Keep attuned to the current economic and financial markets to be current and proficient to ensu...

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...

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 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 compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive cl...

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 Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

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...

Roles and Responsibilities : Manage relationships with high net worth individuals (HNIs) and ultra HNI clients, providing personalized financial planning and investment advice. Develop and implement customized wealth management solutions for clients, including portfolio management services, mutual fund products, and private banking offerings. Identify new business opportunities through networking, referrals, and market research to expand the client base. Collaborate with internal teams to ensure seamless delivery of services to clients. Job Requirements : 8-20 years of experience in relationship management or wealth management in the banking industry. Strong understanding of financial market...

To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr 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...

Role & responsibilities To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr 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...

Dear Candidate, On the SPOT Offer Retail Branch Banking – Leading Small Finance Bank Location: Chennai, Bangalore & Hyderabad CTC up to 6L 1. Job Description : Deputy Manager – Liability products Acquire and manage liability relationships, including savings, current accounts, and term deposits. Drive CASA growth through client engagement, onboarding, and portfolio deepening. Cross-sell banking products to enhance customer value and increase wallet share. Ensure compliance, service excellence, and achievement of monthly business targets. 2. Job Description : Deputy Manager – Corporate Salary Responsible for acquiring and managing corporate salary accounts by engaging with key corporate stakeh...

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund. Required Candidate profile NISM Series V-A certification (Mutual Fund Distributor) . Strong understanding of mutual fund products, SIPs, taxation benefits (ELSS), and investor profiles.

Relationship Manager:- 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 PersonsRevenue Generation Business proposal explanation to the prospects Customization of business proposal according to the needs of the prospects Real time updation of CRM

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)

As the Head of Internal Control Unit at the leading Fund Management Company, your role will involve designing and implementing internal control mechanisms within local and international regulatory frameworks. You will be fully responsible for ensuring the organization achieves third-party approvals like SAS 70 (SOC1) while aligning with company policies and identifying potential areas of risk. Key Responsibilities: - Proactively detect risks and develop strategies to mitigate them. - Continually improve the company's risk management framework. - Conduct regular SOC 1 audits to uphold stringent controls over business operations. - Guide and train staff on risk management and internal control ...

Fund Accounting Team Lead Location: Vikhroli, Mumbai Experience: Minimum 5 years Work Schedule: UK shift (Hybrid, 1 PM - 10 PM) Key Skills: Mutual Funds NAV (Net Asset Value) Fund Accounting (FA) Role Overview: As a Team Lead in the Fund Accounting team, you will be responsible for the delivery of accurate and timely NAVs and performing various types of reconciliations between clients' general ledger data and market data providers, which include custody and prime brokers, along with fund administrators. The role combines strong product knowledge with the use of technology. Responsibilities include accounting of corporate actions, booking of trading and non-trading accruals, portfolio pricing...

Fund Accounting Team Lead Location: Vikhroli, Mumbai Experience: Minimum 5 years Work Schedule: UK shift (Hybrid, 1 PM - 10 PM) Key Skills: Mutual Funds NAV (Net Asset Value) Fund Accounting (FA) Role Overview: As a Team Lead in the Fund Accounting team, you will be responsible for the delivery of accurate and timely NAVs and performing various types of reconciliations between clients' general ledger data and market data providers, which include custody and prime brokers, along with fund administrators. The role combines strong product knowledge with the use of technology. Responsibilities include accounting of corporate actions, booking of trading and non-trading accruals, portfolio pricing...

Fund Accounting Team Lead Location: Vikhroli, Mumbai Experience: Minimum 5 years Work Schedule: UK shift (Hybrid, 1 PM - 10 PM) Key Skills: Mutual Funds NAV (Net Asset Value) Fund Accounting (FA) Role Overview: As a Team Lead in the Fund Accounting team, you will be responsible for the delivery of accurate and timely NAVs and performing various types of reconciliations between clients' general ledger data and market data providers, which include custody and prime brokers, along with fund administrators. The role combines strong product knowledge with the use of technology. Responsibilities include accounting of corporate actions, booking of trading and non-trading accruals, portfolio pricing...

Fund Accounting Team Lead Location: Vikhroli, Mumbai Experience: Minimum 5 years Work Schedule: UK shift (Hybrid, 1 PM - 10 PM) Key Skills: Mutual Funds NAV (Net Asset Value) Fund Accounting (FA) Role Overview: As a Team Lead in the Fund Accounting team, you will be responsible for the delivery of accurate and timely NAVs and performing various types of reconciliations between clients' general ledger data and market data providers, which include custody and prime brokers, along with fund administrators. The role combines strong product knowledge with the use of technology. Responsibilities include accounting of corporate actions, booking of trading and non-trading accruals, portfolio pricing...