688 Mutual Fund Jobs - Page 6

Title :- Development/Relationship Manager - Health Agency(Delhi) Vertical :- Health Agency Location : Delhi Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Job Requirements:- 1) Min. 1 year experience in field sales. 2) Min. Qualification: Graduation 3) Candida...

Opening with Leading Bank Branch Relationship Head | Chennai Position: Branch Relationship Head (Team Handling) Location: Chennai CTC: Up to 15 LPA Experience: Minimum 7 years in banking with Liability or Mutual Fund or Wealth Management experience required 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...

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...

Company Description Plutus Fintech Pvt. Ltd. is a financial advisory and mutual fund distribution company with a combined experience of over 50 years. We offer a range of financial services, including mutual fund investments, wealth management, portfolio management services, and insurance. Our team of experts is dedicated to helping clients make informed financial decisions to achieve their personal finance goals. At Plutus Fintech, we focus on providing a holistic approach to personal finance with a commitment to understanding what matters most to our clients. Role Description This is a full-time on-site role for an Equity Sales Specialist located in Indore. The Equity Sales Specialist will...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Executive/ Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & ...

As an Investment Associate at Morgan Stanley, your role will involve providing support to the Global Investment Manager Analysis (GIMA) team by conducting due diligence on various investment strategies offered by third-party investment managers. Your responsibilities will include: - Supporting and assisting in the due diligence process by reviewing documentation and participating in conference calls with investment managers. - Analyzing managers based on their investment process, portfolio construction, and risk management capabilities. - Evaluating managers" historical return profiles and performance attribution. - Preparing written reports and commentaries on different managers. - Presenti...

As a Wealth Manager at our Financial Services/Wealth Management firm, your role will involve leading our Mutual Fund and Insurance Distribution Business. You will be responsible for driving growth through various traditional and modern methods, focusing on strategic execution and business expansion. Key Responsibilities: - Drive acquisition of high-net-worth and retail clients for mutual fund and insurance products. - Build and manage a robust client portfolio by understanding their investment needs and risk profile. - Conduct periodic portfolio reviews and suggest suitable investment strategies. - Manage and grow the Mutual Fund and Insurance vertical with a clear focus on targets and reven...

Job Description: You will be responsible for managing the investment portfolio of HNI/UHNI clients in collaboration with Relationship Managers. Your key responsibilities will include: - Analyzing investment products and determining which product is appropriate for the clients - Increasing the Branch AUM - Supporting and handholding Relationship managers in joint calls - Maintaining MIS and driving business across mapped branches - Coordinating with AMCs and ensuring compliance while distributing the products - Training new RMs on Products and Markets - Owning investment targets assigned to mapped branches - Monitoring portfolios, rebalancing, and conducting reviews - Demonstrating strong con...

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore ,Hyderabad. Chennai CTC up to 20Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regu...

Work Level : Individual Core : Result Driven, Responsible, Networking Leadership : Building Work Relationships Industry Type : Asset ManagementFinancial Services Function : Investment Banking, Private Equity & VC - Other Key Skills : Investment Advisor,Investment Counseller,Investment Counsellor,Investment Specialist,Private Client Group,Relationship Manager,Wealth,Mutual Fund,Mutualfund sales Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Key Skills: Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. Analyze investment products and determine which product is appropriate for the clients Responsible to i...

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 ...

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 ...

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.

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.

Role Overview As an Equity Sales Specialist at Plutus Fintech Pvt. Ltd., your primary responsibility will be to handle equity sales, trading, and managing client relationships. You will play a crucial role in analyzing market trends, executing equity transactions, and providing clients with comprehensive financial advice. Additionally, you will be expected to devise and implement sales strategies to achieve revenue targets and improve client portfolios. Key Responsibilities - Conduct equity sales and trading activities - Manage client relationships effectively - Analyze market trends to provide valuable financial advice - Develop and implement sales strategies to meet revenue targets - Enhan...

Urgent opening for Institutional Sales with leading AMC_Bengalore Job Profile: As an Institutional Sales Manager, you will be responsible for driving sales and business development efforts within the institutional segment for our mutual fund products. Your primary focus will be on building and maintaining strong relationships with institutional clients to promote our investment offerings. Role & responsibilities: Develop and implement strategic sales plans to achieve institutional sales targets and objectives. Identify and engage with key decision-makers and influencers within institutional clients including corporates, banks, insurance companies, pension funds and Family Offices. Present an...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 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) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-6 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: 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) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .

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. Working days: Monday to Friday ( 8:30 am to 6 pm), Saturday (9.30 am to 5.30pm)

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) Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 3) To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. 4) To keep abreast with the market knowled...

Dear Candidate, Greetings From "APEX SERVICES" Department: Broking Channel Designation: Branch Dealer Grade: E1/ E2 Assistant Manager OR Deputy Manager Years of Exp: 1 to 4 yrs CTC- upto-5 LPA + incentive + Other benefit Roles: Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business....

As a Customer Service Representative at FIS, you will play a crucial role in providing excellent service to high-value customers of financial institutions. Your responsibilities will include: - Serving as a telephonic concierge and primary point of contact for customer inquiries and account maintenance on deposits and money market accounts. - Collaborating with internal and external clients and departments to address issues, fulfill customer requests, and respond to inquiries. - Following up on escalated service tickets and inquiries, ensuring timely resolution. - Identifying customer needs, discussing solutions, and maintaining positive rapport with each caller. - Conducting banking transac...

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 a Process Associate at Genpact, your role involves setting up customers" investment accounts, post-issue services, and asset management. You will be responsible for effectively analyzing and making decisions on fraudulent claims using various applications. It is essential to work and operate efficiently in a high-volume and tight timeline environment to meet Service Level Agreements. Key Responsibilities: - Set up customers" investment accounts, post-issue services, and asset management - Analyze and make decisions on fraudulent claims using various applications - Work efficiently in a high-volume and tight timeline environment to meet Service Level Agreements Qualifications Required: Min...

As a highly motivated Senior Project Manager (Techno-Managerial) at our company, you will be responsible for managing multiple new projects, including key strategic initiatives such as the Workflow modernisation programme. Your role will involve devising strategic and tactical solutions in line with the company's drivers for quick deliveries and long-term high-quality supportable applications. You will create high performing project teams and form excellent working relationships with senior customer representatives and across multiple business and System teams. Key Responsibilities: - Have 14 - 17 years of industry experience across the complete life cycle of systems projects, having worked ...