8524 Mutual Funds Jobs

Drive sales through field visits, client meetings & market expansion. Promote company products/services in FMCG & BFSI. Lead and motivate a sales team to achieve targets. Build strong client relationships and ensure after-sales support. Required Candidate profile Bachelor’s degree required. 2+ years in Sales / Marketing / Business Development / BFSI / FMCG. Strong communication, convincing, leadership skills. Local candidate preferred Kevisha | 88490 20556

Job Title: Relationship Executive Location: Secundrabad, Vijayawada Department: Wealth Management / Investment Advisory Employment Type: Full-time About the Role We are looking for enthusiastic and motivated fresh graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Learn and understand various investment products (Mutual Funds, Insurance, FD etc.). Support in preparing financial plans, proposals, and investment presentations. Maintain client databases and ensure timely follow-up. Participate in client me...

About the Role Responsible for driving targets for Retail Fee products viz Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt Schemes (APY, PMJJBY, PMSBY), Lockers etc Drive targeted product mix and persistency for insurance products to enhance profitability Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes Explore various avenues of increasing volumes through NTB / Referral for RFR business Acquisition of new customers for RTFx business (New to Forex) an...

The Apex Group was established in Bermuda in 2003 and is now one of the world s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take...

Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other pro...

OPENING FOR ONE OF THE HEALTH INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING partners TEAM HANDLING TEAM RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 6.5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 4 YEARS EXPERIENCE IN SALES AND MARKETING and LIFE insurance LOCALITE FIELD SALES MARRIED

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based In Ahmedabad. Job Locations: Ahmedabad Note: Candidates having 1+ years' experience in Sales & Business Development Management need to apply. Fresher Also can Apply for this job who are willingly work in Core sales profile With HDFC Bank. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for ...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Inc...

About The Role Deal Structuring Collaborate with clients to structure financial deals tailored to their specific needs. Prepare and present proposals to clients. Credit Solutions Offer credit solutions, including working capital facilities, overdrafts, term loans, and other financial products. Assess creditworthiness and risk factors associated with clients. Portfolio Growth Focus on portfolio growth by cross-selling financial products and services. Achieve budgetary targets for Net Interest Income (NII) and fee income. Financial Analysis Analyze financial statements, credit reports, and market trends to assess client performance and risks. Develop insights to enhance client portfolios.

About The Role 11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handli...

Role & responsibilities Mutual funds operations - Front desk and back end Transaction, redemption KYC processing Attending walk-in customers 20% inside Sales - Cross sell and upsell of ABC products Preferred candidate profile : English communication Candidate should be ok for sales also

About The Role Client Identification & Sourcing: Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline. Understand clients' financial goals, challenges, and opportunities. Client Relationship Management: Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment. Identify new business opportunities and revenue streams within the corporate finance sector. Expand the client base and promote financial products and services including cross sell of products. Deal Structuring: Collaborate with...

We are looking for a highly skilled and experienced Finance Executive to join our team at Taj Agra, with 2-4 years of experience in the hospitality industry. Roles and Responsibility Managing financial transactions and preparing reports. Analyzing financial data to inform business decisions. Developing and implementing financial strategies. Collaborating with cross-functional teams to achieve business objectives. Ensuring compliance with financial regulations and standards. Maintaining accurate and up-to-date financial records and systems. Job Requirements Strong knowledge of financial concepts and principles. Excellent analytical and problem-solving skills. Ability to work effectively in a ...

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS),NISM XIII A(for SIF) IRDA Info.aspiringmantra@gmail.com

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. Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series-V(A) ,XXI (A) ,IRDA Good communication and interpersonal skills Comfortable with Direct sales info.aspiringmantra@gmail.com

Asset Servicing Time: 2:00 PM-11:30 PM WFO Only Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP ...

Money Honey Financial is hiring a Financial Advisor | Mumbai, Maharashtra, India| 0-1 year experience Apply directly via our ATS link: https://www.prolegion.com/marketplace/9a1f40de-5493-43e7-9495-354af5d832d6/financial-advisor?utm_source=naukri

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

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 Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills Its open market sales and self sourcing AUM Should be more than 35 CR fo...

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

No 1 Bank is hiring Graduates for below role Video KYC Officer Phone Banking Officer Service Assurance team Social Media Escalation Outbound NRI Customer Service Virtual Care Officer Retail lability-outbound Sale Call 9773553319 Simran www.hyfly.in Required Candidate profile Tele Sales with good comms Graduation is mandatory Immediate joiners Executive is responsible to to engage with New to Bank + Existing customers of the Bank further Cross Sell Products of the Bank

Role & responsibilities 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 fo the mapped book. Create an incremental SIP Book Will beresponsible for achieving the New Business development target by reactivating/activating new clients. Ensure all clients are metregularlys Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are don...

Job Description Join a dynamic team where your expertise drives operational excellence and client satisfaction. Be part of a fast-paced environment that values innovation and continuous improvement. Elevate your career by contributing to critical data servicing and treasury funding functions. Job Summary As a Data Servicing Analyst within the Data Servicing and Treasury Funding team, you play a pivotal role in supporting IPB operations. You ensure accurate client data setup and monitor funding requirements for IPB Nostro accounts. You drive process improvements while maintaining high standards of control and risk management. Job Responsibilities Set up and maintain reference data, including ...

As a Business Senior Analyst at Citigroup, your role involves liaising between business users and technologists to exchange information effectively. You will work closely with the Technology team to contribute to continuous exploration of business performance and drive business planning. **Key Responsibilities:** - Define business, financial, and operations requirements and systems goals through collaboration with decision makers, systems owners, and end users - Identify and establish scope and parameters of systems analysis to define outcome criteria and measure-taking actions - Analyze business processes, capability gaps, data sources, interfaces, and process changes required to address ca...