688 Mutual Fund Jobs - Page 4

As a Quality Tester specializing in Mutual Fund and SIP Products, located in Mumbai, your role will involve conducting tests on mutual funds and SIP products, identifying and documenting defects, collaborating with product managers and developers, and ensuring that the products adhere to quality standards. You will be responsible for detailed analysis, preparing test cases, executing manual and automated tests, and ensuring compliance with industry regulations. Key Responsibilities: - Conduct tests on mutual funds and SIP products - Identify and document defects - Collaborate with product managers and developers - Ensure products adhere to quality standards - Prepare test cases - Execute man...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Counsellor - CTC up to 25Lacs fixed Age 35 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 Officers training D...

Hi, 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 share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Responsible for Driving Sales and increasing Market share (Equity & Fixed Income) from Mutual Fund Distributors / Registered Investment/ Banking channels in assigned location/branch.

Responsible for Driving Sales and increasing Market share (Equity & Fixed Income) from Mutual Fund Distributors / Registered Investment Advisors in assigned location/branch.

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...

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) ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Call & trade CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for handling inbound & outbound calls. 2) Responsible for resolving the queries of investment products. 3) Identify customers needs on every requirement with quick response time. 4) Handle the complaints and enquiries of customers. 5) Order punching on behalf of client 6) NISM 8 & grduation is manadtory 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.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- We Assist Dealer CTC- upto- 3.5 LPA + incentive + Other benefit Job Responsibilities:- 1) Would be responsible to Drive Activation of Newly acquired clients of the Company. 2) Responsible to execute Auto dialer && one-to-one campaigns for ensuring business deliverables. 3) Responsible for getting new clients educated wrt our App. Products, Process for flawless experience. 4) Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement. 5) Responsible for achieving targets as assigned by the organization on a monthly basis. 6) Responsible for training && educating, add...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit Job Description: 1) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-6 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Graduation is mandatory....

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-5.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) New client acquisition- new clients per month from open market 2) Cross selling of third party investment products 3) Revenue generation revenue to be generated from the all the products from sourced accounts 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

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Dealing Team leader CTC- upto-9 LPA + incentive + Other benefit Job Responsibilities:- 1) Will e handling a team of dealers 2) Will be responsible for reviewing and evaluating their Performance 3) Experience in dealing and team handling 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

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...

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 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...

Hi, We are hiring Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales exp...

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 Processing...

Role & responsibilities Greetings from Kotak Life Insurance* Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361. *Designation* - Agency Sales Manager *Job Description for Recruitment Development Manager in Tied:* Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them. An ARDM act as a Recruiter, coach & sales leader *Recruiter:* An RDM is responsible for Recruitment and development of quality advisors and encourage them for long term career. Recruit by s...

Role & responsibilities Greetings from Kotak Life Insurance* Interested Candidate share their resume on kli.tanaya-shelar@kotak.com or 8767179019 . *Designation* - Agency Sales Manager *Job Description for Recruitment Development Manager in Tied:* Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them. An ARDM act as a Recruiter, coach & sales leader *Recruiter:* An RDM is responsible for Recruitment and development of quality advisors and encourage them for long term career. Recruit by...

Job Description: - Assisting customers in sale of a range of financial products on phone . - Reaching productivity that meets job standards, while working with speed and accuracy. - Meeting and exceeding targets as assigned periodically. - Ability to learn about products and services and describe/explain them to prospects. - Understanding customer requirement and closing sales. - Responding in a timely and effective manner to all communication. Role: Telesale Consultant Employment Type: On-roll, Permanent Education: Any Graduate / Post Graduate / Diploma (3 yrs Mandatory) Age: Upto 30 Experience: 1 year to 7 Years Location: Chennai Salary: Upto 4LPA Note: Come in formals for F2F Interview Ca...

Role & responsibilities Greetings from Kotak Life Insurance* Interested Candidate share their resume on kli.tanaya-shelar@kotak.com or 8767179019 . *Designation* - Agency Sales Manager *Job Description for Recruitment Development Manager in Tied:* Primarily responsible for management and development of channel network to promote Insurance and consequently accountable for revenue generation and achievement of business targets by recruiting & developing the team of advisors & generating business through them. An ARDM act as a Recruiter, coach & sales leader *Recruiter:* An RDM is responsible for Recruitment and development of quality advisors and encourage them for long term career. Recruit by...

Opening in Leading Bank Private Banking Group - Bangalore Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management > Sales > Private Banking Group Age : up to 35 CTC up to 22L Job Purpose: Leading Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct t...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 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.

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.