688 Mutual Fund Jobs - Page 5

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs 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 Office...

You will be responsible for executing client orders and handling back office work related to Equities and Mutual Fund. Your role will require you to have a basic understanding of capital markets, effective communication skills, and attention to detail. Key Responsibilities: - Execute buy/sell orders for clients on various exchanges such as NSE/BSE. - Monitor real-time market activities and provide clients with timely updates and insights. - Maintain accurate records of trades and client interactions in adherence to SEBI and exchange regulations. - Assist clients with inquiries regarding trading platforms, order status, etc. - Support in the process of new account openings and onboarding of t...

Deal with the HNI clients and sell ULIP products Recruit and train distributors Continued training and motivating the team to drive ULIP business No need for IRDA or Mutual Fund exam. Direct empanelment.

Deal with the HNI clients and sell ULIP products Recruit and train distributors Continued training and motivating the team to drive ULIP business No need for IRDA or Mutual Fund exam. Direct empanelment.

Deal with the HNI clients and sell ULIP products Recruit and train distributors Continued training and motivating the team to drive ULIP business No need for IRDA or Mutual Fund exam. Direct empanelment.

Deal with the HNI clients and sell ULIP products Recruit and train distributors Continued training and motivating the team to drive ULIP business No need for IRDA or Mutual Fund exam. Direct empanelment.

Deal with the HNI clients and sell ULIP products Recruit and train distributors Continued training and motivating the team to drive ULIP business No need for IRDA or Mutual Fund exam. Direct empanelment.

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 ...

1. portfolio management 2. PRE-IPO 3. Unlisted Equity 4. Mutual Funds 5. PMS 6. AIF 7. HNI and UHNI Client aquisition & service 8. Physical shares Dematralization9. Financial planning and analysis.. Required Candidate profile 1.Should be from Equity Background with relevant experience 2.Person can be from Financial Inst. With movable book of 20 crore plus 3.Person should be capable of building alliances

1. portfolio management 2. PRE-IPO 3. Unlisted Equity 4. Mutual Funds 5. PMS 6. AIF 7. HNI and UHNI Client aquisition & service 8. Physical shares Dematralization9. Financial planning and analysis.. Required Candidate profile 1.Should be from Equity Background with relevant experience 2.Person can be from Financial Inst. With movable book of 20 crore plus 3.Person should be capable of building alliances

Roles & Responsibilities Establishes productive, professional relationships with key personnel in assigned partner accounts. Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Develop, implement strategy to achieve planned growth objectives for their channel Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in the respective channel Help in communicating a strong and vibrant brand Ensuring increase in Market share in their respective channel business. Li...

Role and Responsibilities Develop, implement strategy to achieve planned growth objectives for the IFA channel Acquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing process Activate IFAs thought regular knowledge sessions to empower them to build sizable AUM Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite; Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and...

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details on the role you may also whats up your resume on 7706031623 Job Title: CFP & Sr. Relationship Manager / Investment Advisor Location: Gurgaon Experience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role) Education: Graduate (CFP/CFA/CA preferred) About the Role: Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with HNI/affluent clients. The role combines financial planning expertise with relationship management , helping clients achieve their financial goals through tailored investment strategies and holistic advisory. Key Responsibilities: Manage and deepen relationships with HNI clients; a...

Role Overview: As a Relationship Manager in the banking industry, your primary responsibility will be focused on Mutual Fund Sales. You will be responsible for advising distributors on suitable products based on their investors" requirements. It will be essential to analyze the asset allocation of distributors to customize your approach for focused selling. Building visibility with distributors through various communication channels such as telephone calls, one-to-one meetings, regular dissemination of marketing material, and group meetings with distributor RM/clients is crucial. Additionally, staying updated on various products and market situations is key to your success in this role. Key ...

Work Level : Individual Core : Communication Skills, Result Driven, Networking Leadership : Influencing, Building Work Relationships Industry Type : Asset ManagementFinancial Services Function : Enterprise & B2B Sales - Other Key Skills : Mutual Fund,Mutual Fund Advisor,Mutualfund sales,Nd Channel,Distributor Sales,National Distributer,Distributor Handling,Ifa Sales,Banca Channel,MF Sales,Banking Channel Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: Plan and deliver growth in sales through various initiatives designed for building long relationships with distributors Maintain meeting reports and diligently follow the sales ...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.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

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Job description: 1.Responsible for Sales from assigned distributors. 2. Responsible for advising the bank suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling. 3. Visibility through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings. 4. Take steps for development of long term relationship/association with the key/potential clients in order to generate repetitive business. 5. Should be sensitive to the needs of clients in terms of Product Updates, Query resolution and ensure proper follow up ...

Career Opportunities Position AM - Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to Area Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and provi...

Key Responsibilities: Handle Mutual Fund and Demat operations Perform back-office tasks, including: Banking Transaction processing Support in client documentation Assist with basic client coordination and follow-ups Ensure accurate and timely data entry and record keeping Work closely with internal teams to support smooth operations Skills Required: Good understanding of financial products Attention to detail and accuracy Basic knowledge of MS Excel and documentation Good communication skills (written and verbal) Ability to work in a team and manage timelines Eligibility: Graduate in B.Com or a similar field Minimum 2 years of experience in Capital Markets Basic knowledge of: Mutual Funds De...

Opening for Equity Dealer in Hyderabad Experience: minimum 6 months in stock market(must have exp letter) CTC 2 to 4.5 lakhs per annum Responsibility - to book order on behalf of clients - cross selling after market hours - Must have NISM - 8 Required Candidate profile Company: Geojit Financial Services One of top companies with several offices Pan India Contact: QRN - 9811985863 or email qrn.placement@gmail.com Hurry, there are more than 30 openings. Thanks

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

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...

Work Level : Senior Leadership Core : Disciplined Leadership : Innovation Industry Type : Asset ManagementFinancial Services Function : Cluster / Hub Manager Key Skills : Team Handling,Cluster Manager,Mutual Fund,Alternate Investment Fund,Wealth Head Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Primary Responsibility: To deliver quality and quantity of business inlinewithcompanygoalandmission. To manage, monitor, motivate, and lead the team. To ensure all business and regulatory policy adherence by the team and self. To enhance the business of the assigned territory in all parameters of the products and services offered by the company. To ensur...