688 Mutual Fund Jobs - Page 7

Hire and develop a team of advisors Drive sales and business growth through the team Motivate and guide advisors to achieve goals Provide ongoing training and support Required Candidate profile Graduation Complete Ability to achieve the sales target Basic Understanding of BFSI/Products 1 or 2+ years of Experience in any Fieldsales Contact Us : Hirai I HR Team Phone/WhatsApp: +91 78610 78425

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Order punching on behalf of the client 2) Client acquisition 3) Cross selling 4) NISM 8 & Grduation is mandatory 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 .

Candidates with 2024, 2023 Passed out from Tier City CTC-3 to 4.50lpa+Allowances Lead Generation & Clients Engagement Building team of Financial Partners i.e.Tax Consultants, Mutual Fund advisors, Health Advisors, CA, Govt + Pvt Emp, Retired Persons Required Candidate profile Good Communication Go Getters attitude Presentable Must pass MBA from Tiered College Any Sales Exp will be added advantage Contact HR - 8261836168

Job Title: Relationship Manager Mutual Funds Location: Vadodara Experience: 8 to 10 years Job Type: Full-Time Job Summary: We are seeking a proactive and customer-focused Relationship Manager with a strong background in mutual fund sales and distribution. The ideal candidate will be responsible for developing and managing relationships with clients, offering suitable mutual fund products, and ensuring a high level of customer satisfaction and retention. Company : Pramesh Wealth Pvt Ltd (https://prameshwealth.com/about)

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. Key Skills: 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 ensure and the te...

Hiring for Sales manager - Mutual Fund located in Mumbai & Ahmedabad The Sales Manager will be responsible for leading the sales team, developing and implementing sales strategies, overseeing client acquisition. share me resume on hr@promore.in

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 Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (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 & prospects Pr...

Job Description Job title Associate Alternative Fund Services Cash Operations (AFS Cash Team) Short Description Driving impact for Private Equity & Hedge Fund clients with Global Cash Operation Posting description The AFS Cash team delivers comprehensive outsourced fund administration solutions for fund sponsors (General Partners) and institutional investors (Limited Partners) in private equity and real estate assets as well as Hedge Fund Administrators. AFS Cash provides services that address key back office and middle office tasks which allow clients to focus on their core investment activities, while maximizing returns for investors and keeping business processes streamlined and efficient...

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)

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)

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)

Job Description Role & responsibilities 1. Communicating trading calls and investing Ideas to customers. 2. Thorough knowledge of all exchange rules & Regulations. 3. Ability to advise the clients. 4. Cross selling of MF. Preferred candidate profile A. Good spoken and written communication B. listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills. ************************************************************************************************************************ Interested candidate can share the CV to priyanka.r@sbicapsec.com. ****************************************************************************************...

Work Level : Middle Management Core : Result Driven Leadership : Provide Feedback Industry Type : Financial Services Function : Relationship Manager Key Skills : Financial Planner,Mutual Fund,Financial Auditing,Financial Risk,Website Audits Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner Primary Responsibility: Develop and maintain accurate financial forecasts, including revenue, expenses, and cash flow projections both for Schemes and AMC. Collaborate with department heads and business units to prepare annual operating budgets and track performance against targets. Monitor budget variances and provide proactive analysis to identify areas of concer...

Company: Kiya.ai Job Title- Marketing & Communications II Location Pune, Kharadi Work Mode: Hybrid Job Purpose: Support all production elements of the Global Product Marketing Delivery Team to ensure the delivery of high-quality, accurate product-related marketing materials on an ongoing basis. Key Responsibilities: • Review and update standard marketing collateral, including PowerPoint presentations and sales aids, ensuring accuracy and compliance with BNY Investment Compliance standards. • Ensure all relevant documents such as standard presentations and sales aids meet compliance requirements. • Coordinate with marketing, sales, digital, and information services teams to facilitate timely ...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (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 & prospects Pr...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

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

Requirements: - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clie...

Requirements: - A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Actively engage with clie...

Greetings from Kotak Life Insurance Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361 . Job Description for Associate 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 selling career opportunity to such prospective advisors....

Greetings from Kotak Life Insurance Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361 . Job Description for Associate 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 selling career opportunity to such prospective advisors....

Greetings from Kotak Life Insurance Interested Candidate share their resume on kli.sana-qureshi@kotak.com or 7558602361 . Job Description for Associate 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 selling career opportunity to such prospective advisors....

Contact Anitha @ 9869504403 / qrn.anitha@gmail.com Business Support Executive is a back office and Sales profile. Experience : 1 to 5 yrs in broking, insurance, mutual fund or banking fields keen in sales. ctc 18k to 30k Explain company products Required Candidate profile Execute operations, Sales , Open Dmat accounts and administration jobs of the branch. Update clients on the latest MF Schemes, NFOs, IPOs etc and updates on market trends Thanks.

Role & responsibilities Assist in planning and executing internal audit engagements in line with the annual audit plan. Conduct risk-based audits to assess the adequacy of internal controls. Document audit findings, prepare audit reports, and follow up on action plans. Collaborate with team members to ensure quality and consistency in audit processes. Support in identifying areas for process improvement and increased operational efficiency.