900 Mutual Fund Jobs - Page 8

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-5.5 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 Highlights : Position : Analyst Skills : Real Estate , Private Equity, Mutual and Hedge Fund, IRR Client : Wipro Role : Permanent Mode of work : Hybrid Shift : 12PM-9:30PM Experience : 1-6y Job Description: Develop a good understanding of real estate private equity funds operations, quarterly reporting deliverables, financial systems/applications and the reporting source data. Prepare and review customized Investor reporting templates for all Real Estate funds, ensuring accuracy and quality The candidate to have a credit investment-cash/position/trade reconciliation roles within hedge/mutual fund accounting Cash Recon, Position Recon, trade recon, IRR into Mutual or Hedge Funds. Prepare...

1.Lead Corporate/Institutional Sales for Asset Management Company/ Mutual Fund House. 2.Direct Sales to CFO/CXOs/Treasury Dept. 3.Focus on Debt & Equity to Companies/Institutions/Trusts/Govt. etc. Required Candidate profile 1. Provent Experience in markeitng Banking and Financial Products to Listed Companies. 2.Strong Relationship with Large Corps and Institutions. 3.Good Knowledge of MF Products. 4.Good Comm Skills

Investment Relationship Manager:- Investment Relationship 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)

Position: Virtual Relationship Manager (VRM) Location: Bangalore, Mysore & Coimbatore CTC: Up to 6 LPA (Fixed) Job Purpose: The Virtual Relationship Manager (VRM) will be responsible for enhancing customer engagement through virtual channels. The role involves driving remittances, promoting digital adoption, and cross-selling banking products to strengthen customer satisfaction, retention, and overall relationship value. Key Responsibilities: Deepen customer relationships and enhance portfolio value. Acquire new accounts and generate referrals. Drive remittances and promote mobile/online banking usage. Cross-sell products such as Credit Cards, Insurance, and Loans. Conduct quality customer i...

Company Description Bigul.co is dedicated to providing investors and traders with the right tools to succeed. We believe that with the right strategy, matched with the best stocks and tools, everyone can achieve their investment goals. Our mission is to empower investors and traders to win in the market. Role Description This is a full-time on-site role for a Software Quality Assurance Engineer located in Indore. The Software Quality Assurance Engineer will be responsible for ensuring the quality of software through manual testing, developing and executing test plans, and collaborating with the software development team. The role includes identifying and tracking defects, ensuring compliance...

Urgent opening in Ahmedabad for position of - Mutual fund advisor - equity dealer - Branch manager - Back office - HNI RM NISM fresher can apply for Mutual fund advisor and equity dealer CTC- 2.5 lakhs to 8 lakhs anually for experienced NISM optional Required Candidate profile Work from office, We also have openings in entire Gujrat contact 9871708212 or qrnservices@gmail.com. Note: 10% of positions are open to freshers.

We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love to hear from you! Key Responsibilities: 1. Identify and acquire new clients for mutual fund products. 2. Build and maintain strong relationships with existing clients. 3. Provide exceptional customer service and support. 4. Meet and exceed sales targets. 5. Stay updated on market trends and competitor activity. 6. Collaborate with internal teams t...

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) Trading on behalf of the clients and Advising clients on market Queries 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Minimum Graduation 5) Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV a t apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681.

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...

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...

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...

Hi, We have an excellent Opening in Leading Small Bank for the following role and HNI Relationship Manager (Products – CASA , Mutual Fund, FD & Insurance TPP) Relationship Manager – Current Account CTC up to 8Lacs location: Bangalore – ( Hosur , Frazer Town, Bommanhalli, SANJAY NAGAR, Indiranagar, Jeevanbhema Nagar, HSR layout, Vijay Nagar, Marathahalli, Yelahanka, Raja Rajeshwari Nagar) NOTE: CANDIDATES WITH EMPLOYMENT GAPS OR THOSE NOT CURRENTLY WORKING ARE NOT ELIGIBLE, KINDLY EXCUSE Responsibilities for Relationship Manager primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Bu...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Key Account Manager (Banca Sales) CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers 2) Will be responsible for selling Equity based investment products to this set of customer base. 3) Should have effective servicing skills and should be excellent in conflict management 4) Will be responsible to develop business, maximize revenue generation & achieve sales targets 5) Will work in close coordination with the Bank team to ensure all clients acquired from the assigned ...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager CTC- upto-7.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients 2) Will be responsible for primarily selling Equity based investment products. 3) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 4) Responsible for achieving targets as assigned by the organization on a monthly basis. 5) Provide regular updates to the immediate superior as and when required 6) Graduation is mandator...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Virtual Relationship Manager CTC- upto-4.8 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Managing of 3000 to 5000 customers per dealer. 2) To achieve healthy revenues without compromising on clients profitability. 3) Should focus on overall portfolio growth, client activity ratio and quality of information delivered. 4) Propose investment options based on customer needs by assessing their risk appetite. 5) Support the client decision making with use of technology enabled tools 6) Develop Knowledge of market news, financial trends and current affairs 7) Analyze customer portfolio...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- We Assist Dealer CTC- upto- 3.5 LPA + incentive + Other benefit Job Responsibilities:- 1) Would be responsible to Drive Activation of Newly acquired clients of the Company. 2) Responsible to execute Auto dialer && one-to-one campaigns for ensuring business deliverables. 3) Responsible for getting new clients educated wrt our App. Products, Process for flawless experience. 4) Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement. 5) Responsible for achieving targets as assigned by the organization on a monthly basis. 6) Responsible for training && educating, add...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Commodity Dealer CTC- upto-4.5 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Responsible for generating brokerage primarily through Currency & Commodity Trading 2) Should have basic knowledge about Commodity & Currency Segment. 3) Develop and maintain a long-term relationship with customers to generate brokerage 4) Required to be constantly updated with the domestic markets. 5) Responsible for achieving targets set by the organization from time to time. 6) Grduation and commodity certificate is mandaory Kindly reply with an updated CV at apex.samidha@gmail.com if you are interes...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Dealing Team leader CTC- upto-9 LPA + incentive + Other benefit Job Responsibilities:- 1) Will e handling a team of dealers 2) Will be responsible for reviewing and evaluating their Performance 3) Experience in dealing and team handling 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

Job Posting Chartered Accountant / MBA (Experience 5 years and above) Job profile Assisting partners in advising clients on raising money by issuing stocks or debt. This includes managing Initial Public Offerings (IPOs). Assisting partners in advisory and execution of private equity transactions, mergers and acquisitions, and valuations. Assisting partners in due diligence etc. Desired Candidate Profile Candidate should have worked under Investment bankers. Should have an experience of five years and above in this field. Should have expert understanding about various products like shares, mutual fund, alternate investment funds etc. Excellent communication, presentation and drafting skill. S...

Investment Relationship Manager:- Investment Relationship 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)

You will be responsible for approaching and calling leads within the specified time frame to convert them into Distributors or Individual Financial Advisors for the Mutual Fund business. Your role will involve explaining the Mutual Fund business opportunities and potential earnings to interested leads. You will need to convince these candidates to join the business with NJ as an Advisor. Achieving the monthly target for recruiting advisors will be a key part of your responsibilities. Additionally, you will be required to prepare MIS reports as per the instructions provided by your superior. - Ensure timely approach and calls to leads for recruitment as Distributors / IFAs - Explain Mutual Fu...

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 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) Grduation and nism 8 certificate is mandatory Kindly reply with an updated CV a t 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) Order Punching on behalf of the client 2) Client acquisition and cross selling 3) Revenue Generation 4) NISM 8 & Graduation 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 .