15403 Mutual Funds Jobs

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 financial 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. About the Role Virtual Relationship Managers act as the single point of contact for customers banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportuni...

JD No. SM-TTE Role Operations Monitor Engineer Position/ Designation Trainee Test Engineer Reporting to Team Lead Position Statement / Purpose: Operations Monitor Engineer will monitor the performance and availability of the Web and Mobile application for our client as per predefined frequency. This role shall drive through application monitoring in order to provide good customer experience. Key Deliverables (Key Result Areas): Application Monitoring Sanity Check Communication Skills Escalation Process Working Effectively on Timely Alerts Task Management Key Responsibilities (Job Description): Application Monitoring : It involves monitoring the performance and availability of web and mobile ...

Key Responsibilities : Manage and nurture a dedicated portfolio of clients, understanding their specific trading and investment needs with focus on equity, mutual funds etc. Provide expert guidance to clients in executing equity trades and portfolio strategies and proactively update clients on market trends, regulatory changes and investment opportunities Pursue acquisition of new clients by leveraging referrals from existing clients, overseas branches, sub brokers, franchisee and partners in key geographies Maintain proactive communication and regular engagement with clients through calls, professional emails, and virtual meetings, aiming to deepen relationships, generate incremental busine...

Role & responsibilities Job Purpose: To manage and grow relationships with existing HNI and UHNI clients with Mutual Funds, PMS, AIFs , and alternate asset strategies. Key Responsibilities Manage assigned bank branches and build strong relationships with branch managers & staff Drive MF, PMS, AIF sales through the bank channel Identify customer needs and recommend suitable ICICI Prudential products Support bank staff through product training and joint customer calls Achieve monthly & quarterly sales targets Ensure proper documentation, compliance, and policy issuance Maintain MIS, reports, and pipeline tracking Handle customer queries and provide post-sales support Preferred candidate profil...

Job Title: Relationship Manager HNI / UHNI Location: Pune Experience: 4- 5 years minimum Job Purpose: The Relationship Manager HNI / UHNI will be responsible for prospecting, acquiring, managing, and growing relationships with High Net-worth and Ultra High Net-worth Individuals, including business leaders and senior executives in large national and multinational organizations. The role focuses on driving investment business through consultative selling and long-term relationship management. Key Responsibilities: Prospect, acquire, and manage relationships with HNI/UHNI clients and business leaders across large national and multinational organizations in the assigned region. Build and maintai...

Roles and Responsibilities : Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions. Identify new business opportunities through networking, referrals, and market research to expand the HNI book. Develop and implement investment strategies tailored to each client's risk tolerance, liquidity needs, and financial goals. Monitor portfolio performance regularly and make adjustments as needed to ensure optimal returns. Job Requirements : 3-8 years of experience in private banking or wealth management with a focus on HNI client handling. Strong understanding of alternative investments such as AIFs, AMCS, Equity Sales, Mutual Funds Sales & ...

JOB SUMMARY AND RESPONSIBILITIES The role entails working in the institutional space of the CRO team. The team performs the following key functions; Institutional Billing Oversight: Review fee schedules and IMA agreements for clients to optimize efficient client invoicing solutions. Implementation and generation of client management fee invoices per the client requirements and fee schedules Dispatching of invoices and accounting the receivables and managing of general ledgers Constant focus on building enhancements and efficiencies within invoicing workflows and systems The following items are applicable to the oversight role; Ongoing review and maintenance of internal policies and procedure...

Job description JD for -CEC Key Accountabilities 1. To up-sell MF products to Retail/HNI Clients of AMC, 2.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 the highest level of service to clients/HNI customers 8. Create aw...

Portfolio Management Services (PMS) Operations Job Profile Role Overview A PMS Operations professional ensures smooth execution, compliance and reporting of client investments under PMS. The role is primarily back-office/mid-office, relationship with various teams by handling trade execution, settlements, reconciliations, regulatory compliance, client reporting and MIS to vendors. Key Responsibilities Coordinate with custodians, banks for PMS related queries. Handle KYC, documentation, and regulatory requirements. Ensure compliance with SEBI (India) or respective regulatory body norms. 3. Investment Operations Execute and monitor buy/sell transactions as per Fund Manager instructions. Coordi...

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit assigned locations to meet potential customers Explain Policy plans and benefits clearly Generate leads through referrals and cold visits Maintain follow-ups and close sales Achieve sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Acquisition of Direct Clients as well as Business Associates for Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his individual Target of Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Responsible for achieving his Minimum KRA & Monthly Target of New Client / DSA Acquisition, Stock Broking, PMS, Mutual funds, Fixed Deposits and Insurance business Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life / Insurance business

Motilal Oswal- MUTUAL FUNDS SALES - Mutual Funds Sales Representative - Good Communications Skills - Outbound calling - Shift- 9:30am to 6:30pm - Week Off: Sunday Fixed - Graduation mandatory - Salary: 25,000 To 28,000 (33K ctc) Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Aditya - 7030023969 Perks and benefits High Salary Package with supportive team members

Plans and executes effectively Institutional client accounts at the given area level and is responsible for nurturing relationships with customers of that allotted area/territory for institutional sales. Develop and maintain sophisticated working knowledge about the investment process and product offerings of MSIM including both traditional and alternative products Leads the work of assigned staff and performs management and supervisory activities, including identifying performance problems Developing relationships internally across various GSAM product teams, including Fixed Income & Currency, Equity, Quantitative Strategies, Alternative Investments, Global Portfolio Solutions, other functi...

Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments. Creating PowerPoint presentations of client portfolios and recommendations. Interacting with clients to understand and resolve queries. Liaising with clients legal, accounts and tax advisors. Performing various financial calculations and simulations.

Role & responsibilities Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Preferred candidate profile Sales Experience two wheeler Regards, Sandipa 7980475998

Role & responsibilities Job Description: Ability to lead & recruit relevant sales professionals to enable scaling up of the business including broking as well as WM products. A real Team player with ability to motivate and encourage the reporting team to excel in performance and achieve results. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debts, NCDs / Bonds, Insurance, PMS, structured products etc. Sound understanding of Equities, Mutual Funds, PMS and alternative investments Acquisitions of new clients and re-activation of existing clients. Inn...

AVP/VP (Individual and team leading)- (Broking & Investment Products) Company Name: Master Capital Services Ltd. Role: Individual / Team Handling into Broking & Investment Products Interview Type: F2F No. of Interview Rounds: 1 Job Description: We are hiring an experienced professional for a Team Handling/Individual role . The selected candidate will be responsible for: Managing and handling an entire branch Leading, mentoring, and driving performance of the team Business development and revenue generation Handling broking and investment products Ensuring compliance and operational efficiency Key Requirements Proven experience in broking and investment products Prior experience as Individual...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Dear Candidates, We're excited to announce that Paisabazaar.com is currently hiring for the position of Investment Advisor - Sales Consultant/SME for domestic processes for the Gurgaon (Sector 44) region. Designation - Senior Executive/ SME Product - Investment (Bonds, Fixed Deposits & Savings) Location - Office (Gurugram - Sector 44) How to Apply - Email your CV kiranyadav@paisabazaar.com OR call @ 8800013127 - Kiran Yadav. What We Can Offer You Young and fast-growing company with a healthy work-life balance Great culture based on the following core values Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just tur...

Role & responsibilities Client Relationship Management & Acquisition: Maintain and deepen relationships with existing NRI customers to increase wallet share. Track NRI visits to India and proactively engage for portfolio reviews. Acquire new NRI clients through referrals and Family Banking. Financial Advisory & Cross-Selling: Provide tailored financial solutions including deposits, remittances, care, mutual funds, and wealth management products. Educate clients on regulatory aspects (FEMA guidelines) and market trends. Compliance & Service Excellence: Ensure adherence to KYC and FEMA regulations. Maintain accurate client records in CRM and deliver high-quality customer service. Preferred can...

Process:- Inbound And Outbound Voice Process -Fresher / Experience both can apply -HSC pass can apply -Salary: 14,000 To 18,000 + incentives -Shift timing: 9:30am - 6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 To schedule your interview Call or send your CV through WhatsApp HR Sonali - 7030021537 Perks and benefits High Incentives and growth opportunities.

Urgent hiring for Fresher - Inbound Customer Service Process:. MUTUAL FUND Graduation is mandatory. Good Communication Skills(Versant 4-6) Inbound & Outbound Process. Shift- 8 am to 8 pm window shifts (any 9 hrs) Week Off: 1 Rotational Off. Salary: 18K In-hand, 22K CTC. Fresher & Experienced can apply. Note:- Apply only if you are ok with this salary. Startek Bay-F, 119, 1st Floor, Rupa Solitaire, MBP, Ghansoli, Navi Mumbai.

Responsibilities: * Oversee investment portfolio: mutual funds, trading, ROI management. * Manage family office's investments: capital markets, operations, reporting. *Family Office Management *Private Equity,Fund Performance,Portfolio balancing Provident fund Leave encashment Mobile bill reimbursements Performance bonus Annual bonus Employee state insurance Health insurance Over time allowance House rent allowance Travel allowance