290 Mutual Fund Jobs - Page 5

Job Opening: Branch Relationship Head (RM's Head) Private Bank Location: Bangalore & Delhi Industry: Private Sector Banking Profile: Branch Relationship Head (RM's Head) Products Handled: CASA, Mutual Funds, Life Insurance Job Description: We are hiring a dynamic Branch Relationship Head to lead and manage a team of Relationship Managers (RMs) at a reputed private sector bank. The ideal candidate should have a strong background in CASA acquisition , mutual fund sales , and life insurance products. Key Responsibilities: Lead and manage a team of Relationship Managers (RMs) Drive business targets for CASA, Mutual Funds, and Life Insurance Ensure consistent client engagement and high-quality service delivery Monitor team performance and ensure compliance with bank guidelines Interested candidates can share their updated CV via: WhatsApp: +91-9625167282 Email: mukesh.dhawan@v-konnect.com

Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines.

Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines.

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 objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios Warm Regards Saloni Kamboj 8607371538 saloni.kamboj@v-konnect.com

Contact Minakshi - 9811985863 Location: Hyderabad, Company Geojit Financial Services. All leads from Partner Banks Lead, guide, and manage a team of Bank Relationship Officers to expand the customer base through both partner bank channels Required Candidate profile Own and drive the B2B revenue and client acquisition targets for the entire state. Guide and coordinate with the branch employees to make sure the relationship with partner banks is maintained

Role & responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering HNI Portfolio Investment Services - It also includes use of applications actively for designing product suitability matrix, financial planning for the customers - Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing - To Enhance & Retain customer profitability by capturing larger share of Wallet - Ensuring compliance with branch SOP and control in sales and service - Deepen the relationship by Cross selling Banks Products ( Mutual Funds, LI, GI )

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 objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios Warm Regards Amisha Agrawal 8109429473 amisha.agrawal@v-konnect.com

Hurry! Job Openings in Leading Bank Cochin We are hiring for the following positions in Cochin with a reputed bank: Desired candidate: Only from Banking sector, with similar experience. Open Positions:1. Branch Head CTC: Up to 14 Lacs (Up to 17 Lacs for female candidates) Responsibilities: Lead a result-oriented team and manage overall branch profitability Drive high-quality customer service and relationship management Ensure achievement of branch targets through business development and cross-sell initiatives Open Positions: RM Wealth CTC: Up to 13 Lacs Responsibilities: Manage and grow a portfolio of high-net-worth clients Offer wealth management solutions and drive investment product sales Email your CV to: nagasree.kuchipudi@upgrad.com WhatsApp your CV to: 82976 59936 For more info, call : 82976 59936 Thanks & Regards, Nagasree K Recruitment Specialist BFSI

- Do selling of Demat accounts, Brokrage Plans with the help of Leads given by Company - It is Digital/ Virtual sales Job - Maintain good relation with Customers - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Ready to work under pressure. - 6 experience in selling Equity Products is required - Should have good communication skill candidates can also their CVs at popularplacement1@gmail.com

Recruit a team of advisors Generate business through the team Lead the team of advisors Motivate them to achieve targets Provide training and guidance to them Directly Company payroll Required Candidate profile Experience: 2+ years in Any Field Sales Graduation Complete Local candidate Product Knowledge

India's Leading Company is looking for a 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 Graduation is required Must have 1+ years of experience in any Sales, Banking, finance/insurance sector. Good Communication skills Location : All Imp City of West Bengal

Job Opportunity at Pvt. Bank Mumbai Position: Relationship Manager – Wealth Location: Mumbai Products: CASA, Mutual Funds, Life Insurance Eligibility Criteria: Minimum 4 years of experience in banking Must have managed a strong portfolio of HNI clients How to Apply: Send your CV via WhatsApp: 9625167282 Or email it to: mukesh.dhawan@v-konnect.com

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location : Ahmedabad If you are interested in sales and want to earn good incentives along with career then share your resume on or call on 9730268028 Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 2 years of Insurance Sales experience (preferably in Agency Channel)

Hello, Greetings from Kotak Life Insurance..!!! Kotak Life Insurance is looking for candidates for the role of Assistant Manager for Branch Operations and below is the Job Description attached. Only MALE candidates preferred Interested candidates can share their resume to kli.jayshree-jain@kotak.com or Whatsapp on 7972001255. Job location: Kochi Age limit : 26 Years Job Description : 1. New Business proposal form processing. 2. Primary underwriting. 3. Customer Service. 4. Renewal Calling 5. Stale Cheque Closure. 6. Surrender Retention Retention of customers who come to branch for surrender of policy, by means of educating about benefits of long term stay and use of retention kit. 7. ECS Sourcing Convincing and registering customers for ECS by means of educating customers about benefits from walk-in customers, renewal calling and at all touch points with customers and achieving assigned monthly targets. 8. Driving conversion of new business by means of follow-up with sales team on requirements. 9. Driving End to End TAT. 10. Medical Co-ordination in medical proposal forms with medical center, sales team and customer. 11. Riders sourcing from walk-in customers and renewal calling. 12. Follow-up with customers for arranging Direct Credit documents towards all types of pay-outs [ like surrender ( part or full), maturity, survival benefit etc. ] 13. Other back office work. 14. Receipting of Premiums new business , renewals, agency, shortfall premiums etc. all types of payments in cash and cheque at branches. 15. Banking of cheque and cash collected on previous day thru Bank appointed pick-up person. 16. S2S Service to Sales and cross sell. Desired Candidate Profile Graduate Fresher OR Graduate+1year of experience Perks and Benefits A great learning opportunity A pathway for growth in career with Kotak Life

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 in the financial services industry. Solid knowledge of investment products, especially mutual funds. Strong analytical and problem-solving skills with a data-oriented mindset. High attention to detail and structured thinking. Bonus: experience in sales or working closely with sales/distribution teams. Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders. Business-savvy with a passion for improving customer outcomes.

Opening with Leading Bank Branch Relationship Head | Bangalore Position: Branch Relationship Head (Team Handling) Location: Bangalore CTC: Up to 14 LPA Experience: Minimum 4 years in banking with team handling experience (mandatory) Key Responsibilities: Lead and manage a team of Relationship Managers Build and maintain strong relationships with high-value clients Drive sales, cross-sell banking products, and ensure revenue growth Collaborate with internal teams for seamless service delivery Contribute to strategic planning and business development How to Apply: Email your CV to: selvi.sai@upgrad.com WhatsApp your CV to: 9361184170 Call: 9361184170 Regards, Selvi Sai Chief Recruitment Specialist – Leadership & Mid/Senior Hiring

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) 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 appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Were Hiring – Branch Relationship Head | Banking Sector Role: RM's TL Products: CASA, Mutual Funds, Life Insurance Responsibility Locations Available: Katargam , Surat and Surat - Varachha Road If you're passionate about wealth management and ready to grow your banking career, we'd love to hear from you! To Apply: Send your updated CV to mukesh.dhawan@v-konnect.com

Were Hiring – Wealth Relationship Manager | Banking Sector Role : Wealth Relationship Manager Products : CASA, Mutual Funds, Life Insurance Responsibility : Individual Portfolio Management Locations Available : Gandhidham, Morbi, Ankleshwar, Bardoli, Johari Bazar, Rajkot, Katargam, Surat, Vadodara (Baroda), Bodakdev, Udaipur, Bhuj, Vijaynagar, Jamnagar If you're passionate about wealth management and ready to grow your banking career, we'd love to hear from you! To Apply : Send your updated CV to mukesh.dhawan@v-konnect.com

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

Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking AOF Rejections and KYC Compliance Increasing more NCA values account level doing proper attachments on opened accounts. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Qualifications 2-5 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills

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 objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios

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 objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios