8524 Mutual Funds Jobs - Page 10

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

Opening with a leading Financial Services company for their office in Mumbai location Role: Sr. PCG Advisor Experience: 3 - 12 Years Job Description: Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Requ...

Acquire CASA accounts & manage HNI clients. Drive sales & achieve business targets. Cross-sell banking products & services. Build strong client relationships for growth.

Currently We are hiring for Relationship Manager in Life and Health Insurance companies, Locations- Mumbai,Pune,Nagpur,Nashik,Kolhapur,Solapur and Goa CTC: 2.5 L to 4 L + incentives + travel opportunities (domestic/international) + fast-track promotions Job Role: * Reach out to existing customers via provided leads on filed * Understand their requirements and pitch insurance products * 100% leads provided by branch/reporting manager How to Apply: * Share your resume at mohsin.s@cppsjobs.com * Inbox me for further discussion * WhatsApp: 8657143786

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Sales CTC- upto-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 Kindly reply with an updated CV on apex.sandhyapatel@...

Role Overview: As a Relationship Manager, your primary responsibility will be managing clients, acquiring new clients, and offering financial solutions pertaining to investments and broking. A successful candidate for this role should possess strong interpersonal skills, market knowledge, and the ability to analyze and advise on various investment options to assist clients in reaching their financial objectives. You will serve as the main point of contact for client queries and concerns, establishing and maintaining robust and lasting relationships with clients. Additionally, you will keep clients informed about new products, investment opportunities, and market updates. Key Responsibilities...

As an Elite Relationship Manager in the Retail Liabilities department, you will be responsible for developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. Your key responsibilities will include: - Ensuring high levels of customer service orientation and application of bank policy - Cross selling existing bank products to customers - Informing customers of new products or product enhancements to further expand the banking relationship - Planning and conducting special sales initiatives and events for prospective and existing clients - Coordinating with other group companies to provide seamless access to other products - Maintaining co...

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...

Role Overview: You will be responsible for overseeing the entire stock broking vertical, including trading operations, compliance, regulatory interactions, and business growth. Your role will involve supervising retail and institutional broking operations, maintaining relationships with HNIs, FIIs, and institutional clients, and enhancing cross-selling of investment products. Additionally, you will lead and train a high-performance team across sales, trading, and compliance verticals. Key Responsibilities: - Supervise retail and institutional broking operations - Handle a range of products such as Equities, Options, Fixed Income, DVP/RVP, Prime Brokerage, and Mutual Funds - Maintain relation...

We are The European Union (EU) is an economic and political partnership between 27 European countries It plays an important role in international affairs through diplomacy, trade, development aid and working with global organizations Abroad, the EU is represented through more than 140 diplomatic representations, known also as EU Delegations, which have a similar function to those of an embassy, The EU Delegation to Vietnam works in close coordination with the Embassies and Consulates of the 27 EU Member States We are a full-fledged diplomatic mission and represent the European Union in dealings with the Vietnamese government in areas that are part of the EUs remit, We offer The post of Offic...

About Us WHY Linedata Linedata is an award-winning software solutions company We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership, We humanize technology : We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries Our environment is international, ego-free and relaxed We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets We celebrate success and we enjoy each others company We employ more than 1350 employee...

About Us WHY Linedata Linedata is an award-winning software solutions company We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership, We humanize technology : We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries Our environment is international, ego-free and relaxed We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets We celebrate success and we enjoy each others company We employ more than 1350 employee...

You will be joining Patni Capital Pvt Ltd, an independent financial services company located in Aurangabad. Established in 2016, they offer a wide range of services such as stock broking, mutual fund distribution, bond investments, company fixed deposits, and life & health insurance. Despite being relatively new, the company has managed to capture a significant market share and is proud to have approximately 500 satisfied clients spread across India. Your primary responsibility as a Client Relationship Manager in a full-time on-site role in Aurangabad will be to nurture and enhance client relationships. This includes understanding and addressing client needs, providing financial advice and i...

Drive sales of banking and insurance products through assigned branches Build strong relationships with branch staff and customers Understand customer needs and provide suitable financial solutions Achieve monthly sales and revenue targets Required Candidate profile Any Bachelor's degree 1 year Banking , Finance , Insurance sales experience Nisha - 9904750213

Core Responsibilities 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...

We are looking for candidates for a mid-senior level role who have experience in Mutual Funds sales. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Required Candidate profile Share cv to hrd@onemarchindia.com We are looking for candidates for a mid-senior level role who have experience in Mutual Funds sales. Min. 2 years in AMC- A NISM VA certificate is required.

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

Title :- Development/Relationship Manager - Health Agency(Prayagraj) Vertical :- Health Agency Location : Prayagraj Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Job Requirements:- 1) Min. 1 year experience in field sales. 2) Min. Qualification: Graduation 3)...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...

Bajaj Capital Ltd is currently hiring for / . across the west region. -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at snehal.patel@bajajcapital.com or you can directly DM me

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. To cross-sell the investment party products 4. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company 5. Generate revenues and AUM for the company as per the expectation 6. Give high priority service to the customers as per the company processes Preferred candidate profile Experience in client acquisition, retention & revenue growth Strong in cross-selling Equity, MF, PMS, Bonds, Derivatives Proven AUM & target achievement record Excellent client servicing & advis...