4685 Mutual Funds Jobs - Page 12

Responsible for building relationships with existing Institutional Clients and Acquisition of new clients. Required Candidate profile 8-10 years experience in corporate/institutional sales. Experience in wealth segment handling family offices can be considered

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Interested candidate can share the Cv on below mention details

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA. Age Limit: Applicants should be 35 years or less. Mandatory Min Qualification: Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts. Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals. Acquisition Managers/ Premier Acquisition Manager- Business Banking Source customers for Current and Savings Accounts (CASA) products. Generate leads form open market. Achieve sales targets for CASA and cross-sell financial products. Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed.

Assistant/Deputy Manager for Leading Stock Broking Company It's for Demat Direct Sales & Equity dealer in Leading Broking Company Minimum 1 Year Experience in Demat Sales or In Cross Sale have handled Demat. Graduation is must.

Identify, and meet the potential leads who want to be an entrepreneur and explain to them about the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. Providing financial products training to Distributors for Business Development. Plan activities and strategies for business development for distributors Educate the partners about product portfolio, and service offers and also evaluate them on sales performance, recommend improvements, Develop positive working relationships with partners to build business. Desired Candidate Profile: Entrepreneurial spirit - continual self-improvement Relationship-building skills Resilience - communicating with conviction

Role & responsibilities 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

Role & responsibilities 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 Businesstarget 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 Specification Planning, scheduling, and managing the daily workflows of all client deliverables within the team. Responsible to review/prepare of the NAVs for the client for AIF Cat III funds on daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio as per the IFSCA/SEBI guidelines and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end & well versed with performance fee calculation & should understand series & equalization accounting. Providing support in preparing/ reviewing/ assisting in completing the funds with regulatory requirements per IFSCA guidelines. Providing support in Audits for funds in the preparation on financial statements. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Effectively monitoring deliverables to ensure high SLA compliance within set accuracy standards. Skills Required Experience & good knowledge working in Alternative Investment Funds (Category III) & Domestic mutual funds. Well versed with valuation of various asset classes such as equity, derivative, debt, bonds, debentures & unlisted securities as per SEBI/ IFSCA guidelines. Good understanding of performance fee calculation/ series based accounting & Equalization . Educational background M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills as the role includes direct client communication. Work additional hours as needed. Team management, Performance appraisal & People growth and development What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

Primary Role :- Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. Explaining Mutual Fund Business opportunities and earnings to interested leads. Have to convince interested candidates to join business with NJ as Advisor. Achieve monthly target for recruitment of advisors. Secondary Role :- Prepare MIS as per the instructions of superior. Skills Required: Financial Product and sales knowledge is preferable Good convincing Power & Good Communications skills both verbal and written A Positive and go getter attitude & strong team culture Entrepreneurial drive, passion and enthusiasm.

Apex is looking for a highly motivated individual to join the growing Finance Team as Technical Accounting & Policy Manager and to report to the Global Head of Reporting. The successful candidate will play an important role in building out the IFRS accounting policy framework across the group. There is an expectation to work proactively, independently when required, and as part of team. Responsibilities Responsible for Apex Group accounting policy implementation Formulation of guidance to component companies with regard to the policy implementation & adherence process Manage PPA process with external advisors for complex acquisitions Assist in group consolidations, eliminations and year-end financial reporting Conduct initial impact assessments for implementation project scoping Monitor IASB discussions on new accounting standards & identify knock on impacts of accounting changes to Apex Prepare education material and present education sessions on new accounting standards Meet with other stakeholders to discuss potential impacts (e.g. Treasury, Tax, FP&A) Working with the Chief Accounting Officer and GHA drafting Accounting Requirement Memos for the Audit Committee and Board which outline both the current and future accounting where necessary Act as an accounting advisor, identify and resolve technical accounting issues and represent Finance on project work streams Policy Development SME responsibility for developing new and revising existing policy documents Liaison with internal and external audit, tax teams and other professional advisors Assist with ad-hoc tasks as required Skills Required A professional designation such as CA(SA) or equivalent, Top 10 firm preferred Minimum of 4-7 years post qualification experience preferably in the finance industry Strong knowledge of IFRS and application to Fund administration/Financial Services Particular focus on complex structure acquisition accounting Understanding of Business analysis/Project Management and process improvement Strong foundation in MS Excel/PowerPoint Experience in financial reporting and corporate finance preferred Strong self-starter, showing initiative and able to work independently and as part of an integrated team Demonstrate a strong sense of ownership and commitment to quality Clear organization skills and ability to articulate complex issues concisely Highly skilled at problem solving, with a logical and tenacious approach Excellent time management and multi-tasking skills Excellent written and verbal communication skills with attention to detail What you will get in return: A genuinely unique opportunity to be part of a fast paced and expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

1.Experience in Retail Banking ,CASA Acquisition 2.Portfolio Management 3.Handle CASA,HNI Clients

Direct customer service and sales to existing MLI customers through relationship building. ExistingCustomer 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 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 completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

As a Wealth Manager at our growing investment advisory team in Connaught Place, you will play a crucial role in acquiring new clients and providing them with expert advice on various investment options such as mutual funds, insurance, fixed deposits, real estate, and more. Your responsibilities will include identifying and acquiring high-potential clients, understanding their financial objectives and risk tolerance, recommending suitable investment products, and maintaining long-term relationships based on trust and performance. You will be expected to proactively prospect new clients through leads, referrals, and self-sourced channels, while also selling and servicing a diverse range of offerings including Mutual Funds, Life & Health Insurance, FDs, Bonds, and Real Estate. Conducting regular portfolio reviews, cross-selling new products, staying updated with market trends, product changes, and compliance guidelines are essential aspects of this role. To excel in this position, you should possess a Bachelor's degree and demonstrate strong communication, persuasion, and relationship-building skills. Freshers with a keen interest in sales and finance are encouraged to apply. Being self-motivated, result-oriented, and passionate about helping individuals grow their wealth are key attributes we are looking for. While prior knowledge of mutual funds, insurance, or financial products is beneficial, certification in AMFI/NISM/IRDA is preferred or the willingness to pursue it is essential. This is a full-time position with a day shift schedule. Ideally, candidates applying for this role should have at least 1 year of total work experience. The work location is in person, providing you with the opportunity to engage with clients directly and build strong, lasting relationships.,

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

As the market leader, premier provider, and best in the business, Citco has been at the forefront of the asset servicing sector since its inception in 1948. With a pioneering spirit that continues to drive innovation and expansion, Citco shapes the future of the industry by pushing beyond boundaries and prioritizing performance. From initially working with hedge funds to now serving all alternatives, corporations, and private clients, Citco has grown immensely across asset classes and geographies. This growth trajectory is a pattern that Citco is committed to maintaining as it moves forward, inviting individuals who strive to excel and lead in their space to join the Citco team. The Fund Administration team at Citco represents the core business, offering alternative asset and accounting services that are highly respected in the industry. Continuous investment in learning and technology solutions ensures that the team is well-equipped to deliver a seamless client experience. In this role, your responsibilities will include overseeing and supporting a team of analysts to meet Service Level Agreements efficiently, escalating client or staffing issues to the Manager promptly, collaborating on risk mitigation plans, liaising with various stakeholders for issue resolution, reviewing portfolio risk materiality, contributing to business-driving projects, engaging in staff development, and participating in the hiring process. To excel in this position, you should hold a Bachelor's or Master's degree, have at least 4 years of experience in Financial Services with a background in leading people, possess product knowledge in various security markets, exhibit excellent communication and customer service skills, have experience in mentoring staff, be familiar with Hedge or Mutual Funds, and ideally hold a professional accounting designation. Citco values the wellbeing of its employees and offers a range of benefits, training, education support, and flexible working arrangements to help individuals succeed in their careers while maintaining a work-life balance. Citco is committed to diversity and inclusion, prioritizing the hiring of individuals from diverse backgrounds to foster innovation and mutual respect. Accommodations are available for candidates with disabilities throughout the selection process.,

As a Senior Relationship Manager in Branch Banking at East 3309-Kasba, Kolkata, West Bengal, India within the East Business department, your role is crucial in being the primary point of contact for high-net-worth customers in the Priority Banking Segment of the Bank. Your main objective is to provide financial solutions to Emerging HNI & HNI customers, focusing on increasing the liabilities size of relationships through balance growth and enhancing customer profitability. Additionally, you will be responsible for cross-selling Bank's products, third-party investment products, and ensuring customer engagement through various financial solutions such as Mutual Funds SIPs, Insurance, Forex, Remittances, and Loans. Your responsibilities also include deepening existing relationships by cross-selling, acquiring new customers, and expanding your portfolio through references from current customers. Regularly reviewing customer relationships from a liability and cross-holding perspective, ensuring customers are well-informed about financial solutions, and updating internal systems for accurate reporting are integral parts of your role. In terms of the size of the role, the Financial Size includes TRV Size Ranging from 25 Cr to 100 Cr, 2 to 4 selective branches within City/Cluster/Region, and catering to all banking products & services. The Key Duties & Responsibilities encompass achieving Cumulative Daily Balance, New to Bank targets, Mutual Funds, Life Insurance, General Insurance, and other cross-sell points. Improving Customer Activation, resolving queries, providing alternate channel experiences, and implementing necessary training for staff are also part of your responsibilities. Internally, you will focus on streamlining customer onboarding processes, maintaining Managed Customer upsell related MIS, and ensuring adherence to training programs for self-improvement. Performance appraisals and goal setting processes should be completed within specified timelines to ensure continuous learning and development in your role.,

As a member of our team at FIS, you will have the opportunity to be a part of the fast-paced world of fintech. We are at the forefront of providing fintech solutions that impact numerous markets, companies, and individuals globally. Our workplace culture is characterized by inclusivity and diversity, fostering collaboration and celebration among colleagues. If you are passionate about advancing the world of fintech, we invite you to join us at FIS. In this role, you will gain exposure to various aspects of Investment operations within Loan Administration. Your responsibilities will involve contributing to the day-to-day processing tasks across Trade processing, Settlements, and Reconciliation teams. As a part of the BPS team in Capital Markets managed services, you will be supporting multiple clients within the Credit Market. The primary focus of the team includes Trade processing, Trade settlements, Asset servicing, Reconciliations, Client Service, and Middle office services. Your main duties will include processing transactions across different asset classes, handling funding memos and pricing letters for Euro and USD deals, updating security information, reconciling clients" asset holdings and cash with the trustee, communicating with the business unit for query resolution, processing Corporate Actions and Loan amendments, and providing training and support to new staff members. To excel in this role, you will need a Bachelor's degree or equivalent education and work experience, along with 3 to 6 years of experience in trade processing and settlements. Proficiency in reconciliation, client communications, and domain knowledge of financial products like Syndicate Loans, CLO, CDO, Bonds, Mutual Funds, Derivatives, Equities, and MBS is essential. Experience with FIS products and strong understanding of Capital markets, Reconciliation, Portfolio Accounting, and Security Setups are highly advantageous. Additionally, strong analytical skills, proficiency in Microsoft Excel, and excellent written and verbal communication are required. The ability to collaborate effectively with diverse groups, handle multiple tasks, and work in a team-oriented environment is crucial. Flexibility to work in different shifts to support US clients is also necessary. If you possess experience with VBA, Excel Macro, fluency in English, and an organized approach to work, it will be considered an added bonus. At FIS, we offer a supportive environment where you can learn, grow, and have a significant impact on your career. Our benefits package includes extensive health benefits, career development opportunities, flexible work arrangements, and the chance to collaborate with global teams and clients. We value your privacy and are committed to safeguarding your personal information. Our recruitment process primarily operates through direct sourcing, and we do not accept resumes from recruitment agencies that are not on our preferred supplier list. Join us at FIS and be a part of a dynamic team that is shaping the future of fintech.,

You will be responsible for generating revenues by selling CASA and Third Party Products such as Insurance, Mutual Funds, Online Trading, and Demat Accounts through the Sales Channel. Your primary goal will be to achieve the business objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume, and channel Productivity metrics. Additionally, you will lead a large Sales Channel comprising of Team Leaders and Sales Executives, ensuring Recruitment, Training, Retention, and Mentoring of Sales teams. To excel in this role, you should have experience in handling large teams, with a background preference in the following order: Banking, Financial Service, FMCG, or Tele Communication. The ideal candidate will possess excellent written and oral communication skills. A minimum of 4 years of work experience and either an MBA or Graduate degree is required for this position.,

As a Back Office Associate in the mutual funds or insurance sector, you will play a crucial role in ensuring the smooth and efficient functioning of administrative and operational tasks that support the core business activities. you'll be responsible for managing various backend processes that contribute to the overall client experience and regulatory compliance. Your attention to detail, organizational skills, and ability to collaborate with different teams will be essential in carrying out your responsibilities. Key Responsibility: Preparing Quotations, Recordkeeping, Tally Entries, and Managing Office Admin. Digital Marketing Posts and Follow-up NO SALES Receiving /Uploading Proposal Form Information data entry Insurance Quote Creations Key Skills : Inusrance Mutual Fund Back Office

Role & responsibilities Job Overview: The Front Office & Communication Coordinator serves as the first point of contact for visitors, clients, and stakeholders. This role blends front desk management with inbound communication handling and administrative coordination. The ideal candidate will be proactive, organized, and digitally savvy, capable of managing high-volume interactions and supporting internal departments efficiently. Key Responsibilities: Welcome and assist visitors with professionalism and warmth Manage high-volume inbound calls and emails minimum 50 calls/day Inbound Communication & Departmental Liaison: Handle queries from various sources including existing stakeholders, social media, Justdial, and other platforms. Use CRM and digital tools (Microsoft Teams, WhatsApp, Outlook) to redirect service and sales-related calls, log interactions accurately, and forward queries to relevant departments such as Distributor Hiring, Product Servicing, and Product Sales Schedule appointments and maintain calendars Coordinate meetings, events, and travel arrangements Maintain office supplies and ensure reception area is presentable Assist in basic bookkeeping and invoice tracking Uphold confidentiality of sensitive information Preferred candidate profile Graduate in any discipline Prior experience in a receptionist or administrative role preferred Proficiency in MS Office (Word, Excel, Outlook) Good communication and interpersonal skills Ability to multitask and stay organized under pressure Professional appearance and customer service mindset. Regards, Sandipa 7980667124

Role & responsibilities This role is primarily responsible for imparting training on Mutual Fund, for NISM 5 skills. Knowledge of Mutual Fund is desirable Having Good communication and interaction skills Good orator Candidate with Teaching/Training experience is desirable Interact with teams in scheduling training activities Designing of Training schedule and programs Good team player Travelling may require as per requirement. Preferred candidate profile A male graduate or diploma candidate with knowledge of Mutual Funds and relevant regulations is desirable. Prior experience in teaching, training, or facilitation is preferred. Regards, Sandipa 7980475998

We are hiring for below roles. Trade Ops, Custody Ops Quality Cheker Account Opening Business Function : Investment Banking Job Location : Gurugram Face to face Interview 1 to 4 years of experience 5 days working Night shifts job- Night shift (US shift) Work from Office Role and responsibilities: Reconciliations teams responsible for reconciling Cash, Trade and Positions between Internal data (Accounting) and External data (Custodian/Banks ) across all asset classes offered by the Bank primarily being Equities, Bonds, Mutual Funds and Derivatives RESPONSIBILITY: 1. Ensuring quality and time efficient production of recons across all asset classes 2. Ensure all process tasks are completed 3. Setup wire transfers for cash funding obligations (e.g. capital calls and other cash movements 4. Respond to data queries and provide support to stakeholders 5. Ensure self and team is escalating critical issues to Department Head/Lead thereby ensuring a seamless process flow 6. Liaise directly with custodians, fund administrators and other providers to ensure client investments are implemented accurately, efficiently, and on a timely basis 8. Provide ideas to remove complexity and increase productivity by process improvement/lean processes. 9. Contribute actively in documenting procedures and work instructions. 10. Actively ensure that Reconciliations always engages positively with any stakeholders and maintain a high service level 11. Ensure data integrity and strict adherence to SLAs 12. Own, coordinate and delegate work as required 13. Work across functions to identify root cause to breaks and contribute to find resolutions Must have: Experience in Investment Banking 1. Knowledge of various market asset classes 2. Knowledge of end to end flow of Reconciliation 3. Knowledge of various market asset classes, alternate Investment, Custodian 4. Knowledge of mutual fund, equity, Private equity, Bonds, Trade life cycle, custodian, different types of mutual funds. We offer: 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment. Interested candidates may share updated resume along with below mentioned details at md.aftab@incedoinc.com Total experience Notice period Current CTC Expected CTC Current location Available for face to face interview- yes/no Comfortable working in night shifts- yes/no Comfortable commuting one way on own- yes/no Regards, Wamiq

Dear Candidate, Greetings From "APEX SERVICES" Role- Equity Dealer CTC- upto-5 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, SIP etc) Skills:- 1. Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 70525 51753 .

Role & responsibilities The primary responsibility of this role is to deliver effective training sessions on Mutual Funds, specifically aligned with NISM Series V-A (Mutual Fund Distributors) certification Develop and deliver training to our prospective Mutual Fund distributors Preferred candidate profile A male graduate or diploma candidate with knowledge of Mutual Funds and relevant regulations is desirable. Prior experience in teaching, training, or facilitation is preferred.

Managing & acquisition of high net worth customer Portfolio Manage a team of RMs for a Large Private Bank Grow the Branch's Portfolio Book Cross-sale of assets products Customer acquisition through referrals Perks and benefits Excellent Salary + Sales Incentives