11498 Mutual Funds Jobs

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Establishing and strengthening relationship with the allocated customer base. Ensure retention of customers 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 planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards Measures of Success TAT adherence for updating System - CRM Next Successful co...

ZFunds is looking for enthusiastic Customer Support Executives to join our growing team! If youre passionate about helping customers, solving problems, and working in a fast-paced finance domain, wed love to meet you. Responsibilities: Handle customer queries via calls, emails, and chat with accuracy and professionalism. Provide timely and effective support to ensure high customer satisfaction. Maintain and nurture strong customer relationships. Collaborate with internal teams for issue resolution. Understand Mutual Fund products to assist customers efficiently. Ensure compliance with company and regulatory standards Requirements: Minimum 1 year of experience in Customer Service (voice). Fin...

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Ludhiana Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Graduate/Diploma Freshers Can apply. Age will be between 18-30years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Mer...

Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc. Maintaining and preparing portfolio and meeting client requirements. This may include visiting clients and completing their forms formalities and submitting their forms of Mutual Fund investments, Demat & Trading Account etc. Maintaining relationship with client. Database may also be given to call client and take appointments for RM/AVP Requirements Graduate in any stream. Min. 1 years of experience in client management. Person should have good Excel knowledge and should be willing to meet cl...

We’re hiring candidates with a finance background and telesales experience to pitch investment services to potential clients. Company will provide the leads/data — you just need to connect, explain, and convert. Send Resume-Shaheen Shaikh-8080872775

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

Interested Candidate Call 8755736868 / 8057787248 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

Role & responsibilities We have Walkin Drive on 12/11/2025 @ Aundh location Direct Responsibilities 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Job Title: Sr. Relationship Manager - Wealth Management Location: Noida, Chennai, Bengaluru Department: Wealth Management Experience: 5-10 years Role Overview: As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions acco...

Responsibilities. 1. Drive mutual fund sales and grow client base 2. Understand client goals and offer suitable investment options. 3. Conduct portfolio reviews and ensure client satisfaction 4. Achieve AUM and revenue targets Food allowance Sales incentives Performance bonus Health insurance

Were looking for an enthusiastic Relationship Manager – Mutual Funds to join our growing team at ZFunds . The ideal candidate will have hands-on experience in mutual fund sales and client servicing with a passion for helping customers make informed financial decisions. Responsibilities: Handle inbound and outbound calls for mutual fund sales and advisory. Build and maintain strong customer relationships. Understand clients’ financial goals and suggest suitable investment options. Ensure compliance with SEBI/NISM regulations. Achieve sales targets and contribute to business growth. Provide post-sale support and ensure excellent customer satisfaction.

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

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 ficial 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 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 exploring business op...

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 ficial 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 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 exploring business op...

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 relationsh...

CIRCLE Manager NR-RETAIL NR-Regional sales Job Description Job Name : Area Manager NR Grade: M6 (DVP) / M5 (AVP) JOB ROLE : Responsible for NR NTB Acquisition of the region Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross-selling targets progressively. Fee Income Manage productivity of NR RMs and overall morale of team members Overall responsible for NR SA/TD and cross sell from NR Book for the region. JOB REQUIREMENT: Overall 6-8 yrs of banking experience; out of which 5-6yrs in Retail Liabilities. Must have had Sales experience and exposure, PMS,AIF, Mutual funds and other Liabilities products Qualifications- MBA ...

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 ficial 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 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 exploring business op...

Responsible for lead generation, investor onboarding, and achieving monthly sales targets Generate new leads, nurture existing ones through cold calls, referrals, and events. Pitch investment offerings, services to (HNI, retail, and institutions). Required Candidate profile 2–5y in financial services, wealth management, or B2C/B2B sales. Knowledge of financial products such as mutual funds, PMS, equity, or insurance degree in business, finance(MBA preferred).