688 Mutual Fund Jobs - Page 9

As an Institutional Sales - Manager/Sr. Manager/AVP at a leading Mutual Fund Company in Bangalore/Delhi, your role is pivotal in managing and expanding institutional sales for mutual fund products. Your key responsibilities include: - Building and nurturing relationships with institutional clients - Offering expert financial advice and investment solutions - Ensuring top-notch customer service - Meeting with clients to understand their investment requirements - Proposing appropriate solutions aligned with their financial objectives To succeed in this position, you must possess: - Institutional Sales and Sales skills - Strong understanding of Finance and Investments - Excellent communication ...

Position AM - Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to BranchRelationship 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 providing financial plann...

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Co...

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below. Position: customer support executive Compensation : 18k in hand+ 1k fixed allowance(2.75ctc) Languages Required- English and Hindi Job Location: Bangalore ( Koramangala) Work Schedule(# of Working Days): 6 Days working Work Timing: Day shifts Cab Facility : No Cabs provided Location : Jaipur, Hanuman Nagar Qualification : Graduates/Post Graduates with minimum 10+2+3 (15 years of education) ( No BE/B tech MCA Freshers) Description Good Analytical and problem solving skills Excellent communication skills. Should be able to speak fluent English, Hindi Must...

Senior Executive - Operations and Service About The Role Senior Executive - Operations and Service Job Purpose This position is open with Bajaj Finance Ltd. Culture Anchor: Work Hard - Consistently puts in effort, plans and tracks daily progress to achieve targets. Execute with Rigor - Takes responsibility for meeting targets with focus and effort. Own It - Maintains honesty and fairness in all interactions in line with organization's policies. Act with Integrity Duties and Responsibilities Understanding of investment products (FD, Mutual Fund, etc.). Handle queries and complaints raised by walk-in customers at FD service branch. Ensure timely and correct resolution to customer queries. Proc...

Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be resp...

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.

Total 4 yrs out of this 1yr TL exp in Mutual Fund SLA, AHT, Attrition, Shrinkage, CSAT, Quality Immediate Joiner Graduate Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Required Candidate profile Work From Office-Bangalore..1yr TL exp in Mutual Fund Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Must Knows-English and Hindi Female candidate Perks and benefits PF & ESIC plus Good Leave policy

Company Description Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be respon...

Role Overview: As an Enterprise Sales professional at a Large Printing & Publishing Co., your main responsibility will be targeting commercial printing businesses from various sectors such as Education Publishing, key bookstores, distributors, annual reports, magazine printing, and marketing collateral like flyers, leaflets, and catalogs. You will also be expected to participate in large tenders of PSUs for Dairy, Calendar, and Annual reports. Key Responsibilities: - Drive sales by aggressively developing new business opportunities through cold calling, networking, marketing, and leads from prospective databases. - Identify appropriate business targets with regular printing requirements, inc...

You will be responsible for overseeing operational processes, ensuring the smooth functioning of transactions, compliance with regulatory requirements, efficient client servicing, and coordination with various internal and external stakeholders. This role demands strong organizational skills, attention to detail, and a deep understanding of mutual fund operations. Key Responsibilities Oversee daily mutual fund operations and ensure timely processing of transactions. Monitor compliance with regulatory requirements and company policies. Identify and implement process improvements to enhance operational efficiency. Stay updated on industry regulations (such as SEC rules) and ensure mutual fund ...

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling AMC Products 2. To up sell products to Retail/HNI Clients, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest ...

Role & responsibilities Greetings from Kotak Life Insurance* Interested Candidate share their resume on Whatsapp or 9325460649 . *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 selling career opp...

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 ...

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below. Position: customer support executive Compensation : 19k in hand+ 1k fixed allowance(2.75ctc) Languages Required- English and Hindi Job Location: Bangalore ( Koramangala) Work Schedule(# of Working Days): 6 Days working Work Timing: Day shifts Cab Facility : No Cabs provided Location : Koramangala, Bengaluru, Karnataka Qualification : Graduates/Post Graduates with minimum 10+2+3 (15 years of education) ( No BE/B tech MCA Freshers) Description Good Analytical and problem solving skills Excellent communication skills. Should be able to speak fluent English...

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:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Content Creation & Management. Campaign Strategy & Engagement. Analytics & Performance Tracking. Compliance & Branding. Daily posting schedule.track reports on engagement. monitor trends, competitor strategy, hashtags. maintain dashboards.mutual fund

Greeting from Careernet Hiring for Executive/Sr. Executive for one of our clients based out in Bangalore. Please find further details below. Role: Executive/Sr. Executive Location: Bangalore ( Koramangala) Salary : 2.25 to 3lpa Work Schedule(# of Working Days): 6 Days working and 1 day fixed off Work Timing: Day shifts (Should be flexible for Rotational shifts if needed) Languages : English & Hindi mandatory. Qualifications Needed: Graduates preferred or bachelor's degree in any finance related field. Fresher also Excellent communication skills. Should be able to speak fluent English, Hindi Must be able to clearly communicate the message to customers and handle the call professionally. Shoul...

Telecom Net work Big 4 || Consulting (SC \ DM Role) Pan India We are hiring for Largest Business consulting firm Strong technical understanding and hands-on experience with Telecom Network technologies, including 2G, 3G, 4G, and 5G, as well as Transmission technologies (Microwave, FTTH, DWDM), and Core networks (Circuit-Switched and Packet-Switched) Good to have IoT network system and architecture knowledge. Significant operational or engineering experience in a Network Operator or Service Provider environment. Excellent analytical skills with the ability to extract, process, and transform data effectively. Proficient in MS Office; experience with SQL is preferred. Prior experience in conduc...

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Ahmedabad Surat Interested candidates can Mail to: soumya.dey@kotak.com / kurt.freese@kotak.com/ prajwala.das@kotak.com Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must b...

Largest Asset mgmt firm is hiring for Wealth Rm Role . Please call 94125 01851//88597 66816 and share 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. Skills Required Experience in direct selling of financial products like Equity/ Mutual Fund/ Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good...

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...

Total 4 yrs out of this 1yr TL exp in Mutual Fund SLA, AHT, Attrition, Shrinkage, CSAT, Quality Immediate Joiner Graduate Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Required Candidate profile Work From Office-Bangalore..1yr TL exp in Mutual Fund Call/ WhatsApp cv to Sri 8851792136 Neha 8287267407 Must Knows-English and Hindi Female candidate Perks and benefits PF & ESIC plus Good Leave policy

You are a highly motivated and experienced Sales Head in Mutual Fund & Fixed Income, responsible for leading the sales team and driving business growth. Your role involves developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. - Lead and manage the sales team to achieve business targets. - Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. - Build strong client relationships and expand the client base. - Collaborate with product and research teams to design suitable investment solutions. - Monitor sales performance and ensure compliance with SEBI, AMFI, and othe...

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Ahmedabad Surat Interested candidates can Mail to: soumya.dey@kotak.com / kurt.freese@kotak.com/ prajwala.das@kotak.com Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must b...