900 Mutual Fund Jobs - Page 6

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 obje...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Exp .- Candidates with Min 5 - 8 Yrs having deep knowledge of MF, PMS and oth...

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 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) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and p...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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 client...

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...

JOB DISCRIPTION Designation : Asst. Mgr./Mgr./Sr. Manager/AVP Job Role : Wealth Manager HNI Acquisition Experience : 2 - 10 Years Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Accountabilities : ? Will be responsible for primarily selling Equity based investment products. ? Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. ? Responsible for achieving targets as assigned by the organization on a monthly basis. ? Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : ? Graduate / Post graduate ? Experience in direc...

You will have the chance to build a career at EY as unique as you are, with global scale, support, inclusive culture, and technology to become the best version of yourself. Your unique voice and perspective will help EY become even better. Join EY to build an exceptional experience for yourself and contribute to creating a better working world for all. **Role Overview:** As a Fund Accounting - BA, your responsibilities as a Senior will include: - Facilitating necessary conversations between the Business and Technology to determine product features. - Working independently with minimum supervision. - Providing technical guidance to the team and clients as needed. - Operating under a deadline-...

We have an urgent opening for the position of Associate Vice President/Vice President in Retail Sales for leading Asset Management company. Role & responsibilities Ensure growth of business and surpassing periodical targets in terms of funds mobilized/IFAS empanelled/new investor acquired. Growth, Expenses & Profitability parameters of the channel are executed. Motivating, coaching, training and managing the sales force. Devising strategy for future based on the regional typicality of the location. Maintaining good relationships with institutions in co-ordination with the institutional marketing team members. Maintaining good relationship with the HNIs and Non-individual distributors. Conduc...

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:- 8248541367 Mail:- karishma@avaniconsulting.com Feel free to contact in call /text N...

As a Fund Accounting and Financial Reporting professional at Citi, you will play a crucial role in preparing and reviewing financial statements/regulatory reports such as Balance sheet, PnL, Schedule of Investment, cash flows, and Notes to the accounts in compliance with applicable GAAP standards like US GAAP, IFRS, Lux GAAP, and IRISH GAAP. Your responsibilities will include acting as a subject matter expert for the team, assisting seniors with performance data, maintaining required trackers and KPIs, documenting processes and SOPs, ensuring continuous quality improvement, conducting process trainings for new members, meeting SLAs, and being a valuable team player. Additionally, you should ...

Job Description: As a Wealth Manager specializing in HNI Acquisition, your role involves primarily selling Equity based investment products. You will be responsible for identifying customer needs, assessing their risk appetite, and providing them with suitable investment options. Achieving targets assigned by the organization on a monthly basis is a key responsibility. Additionally, you are expected to provide regular updates to your immediate superior as and when required. Key Responsibilities: - Sell Equity based investment products - Identify customer needs and assess their risk appetite - Achieve monthly targets set by the organization - Provide regular updates to your immediate superior...

Job Role - The key areas of responsibilities are as follows: 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for the AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise cl...

Hi, We have an excellent Opening in Leading Bank for NRI - RM & Wealth RM - Mangalore Designation :Relationship Manager - NRI or Wealth RM Location : Mangalore Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the NRI / HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targets Assist and train t...

Sales Executive-Financial Products :- Sales Executive-Financial Products 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)

Marketing 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)

Sales Executive-Financial Products:- Sales Executive-Financial Products 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)

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

Marketing Manager :- Marketing 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)

Marketing 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)

We are hiring experienced sales professionals for our expanding Banking, Financial Services & Insurance (BFSI) network in Chinchurah, Barpeta, Silchar . If you have strong experience in Insurance Sales, Banking Sales, Financial Product Sales, Investment Sales, Mutual Fund Sales, Credit Card Sales or Field Sales , this role will offer you fast growth, high incentives, and long-term career stability. Location: Chinchurah, Barpeta, Silchar CTC: 6.60 LPA + Lucrative Incentives + Allowances + Benefits Experience: BFSI Sales Experience Mandatory Key Responsibilities: Drive sales in the BFSI sector (Insurance Sales, Banking Sales, Financial Product Sales) Handle customer acquisition, lead conversio...

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...

Sales Executive-Financial Products 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)