11498 Mutual Funds Jobs - Page 15

—The role will require you to engage with potential clients, schedule meetings, and assist in the preparation of presentations —Client research, business development, prospecting, follow-up & organizing sessions Required Candidate profile —Graduate fresher —Excellent comms to engage clients effectively via email, calls & social media — Basic understanding & eagerness to learn prospecting, follow-up & client engagement strategies Perks and benefits Fixed Salary+ Insurance+ Incentives

Key Responsibilities Meeting the expected Levels of Service Delivery Process Turnaround time, Self & Team Productivity, Accuracy, Attendance. Maintaining Production, Customer, Quality, Training, Knowledge management documentation and other process audit artifacts. Maintain Standard Operating Procedures and other process related documents intact. Facilitate process Trainings - Prepare, Review and Report training progress of new hires. Preparation of Dashboards to provide status update / performance level to Client and Internal stakeholders. People Management (10-12 team members). Leave / Roster Management of the team. Coaching / Mentoring Process Analysts / Team Members. Conducting regular do...

City Head Team leader? Y Team Size: 3-5 Grade: Vice President Business: RETAIL BANKING Department: Retail Liability Products & Fees Sub - Department: FEES Location: Respective Regional / Circle Office About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role The City Head Wealth Specialists is a senior sales leadership ro...

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: MBA Graduates/freshers encouraged to apply Build Customer Relationship NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

Role & responsibilities To up sell ICICI Prudential 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 ICICI Prudential 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 product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certifie...

Drive revenue growth by managing Private Wealth Channel relationships and increasing market share for Axis Mutual Fund products. Identify and capitalize on new business opportunities through strategic engagement and proactive sales initiatives. Build and maintain strong relationships with channel partners to ensure consistent communication and alignment with Axis MF objectives. Conduct regular meetings and promotional activities to enhance partner engagement and drive product visibility. Maintain in-depth knowledge of Axis Mutual Funds & Alternate Investement product suite and market trends to provide informed investment advice. Act as a trusted advisor to clients, offering insights and reco...

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: 18,000 To 23,000+incentive Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Akshada - 9822472894 Perks and benefits Competitive Salary With Unlimited Incentives !

Role & responsibilities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. - Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. - Easily establish relationship with customers and build a rapport. - Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Preferred candidate profi...

-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: Thane & Navi Mumbai To schedule your interview Call or send your CV through WhatsApp HR Pratiksha - 8698488197 Perks and benefits High Incentives and growth opportunities.

Role & responsibilities Role & responsibilities Experience: Minimum 10 -12 years of relevant experience. Key Responsibilities: Drive business growth and achieve/surpass targets for fund mobilization, IFA empanelment, and new investor acquisition. Ensure profitability by managing growth, expenses, and operational efficiency. Lead, motivate, train, and manage the sales team to deliver high performance. Develop regional business strategies aligned with market dynamics and UFC objectives. Maintain strong relationships with institutions, HNIs, and non-individual distributors. Organize investor meets, agent meetings, and participate in financial fairs. Conduct regular training and knowledge sessio...

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 8779281301 yogesh 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

As a Wealth Management & Sales team member at Mint Capital, a proud partner of Angel One Ltd, you will have the opportunity to play a crucial role in providing financial solutions to clients to secure their financial future. Your responsibilities will include: - Gaining hands-on knowledge of various financial products such as mutual funds, insurance, demat accounts, trading platforms, and the stock market. - Demonstrating expertise in a wide range of financial products and services, including wealth management solutions, insurance products, and investment vehicles. - Working closely with experienced mentors to understand sales strategies and enhance customer engagement. - Making outbound cal...

Role: Business Development Executive & Lead Profile: Business Development Responsibilities: 1. New Business Acquisition through Financial Planning a. Client Profiling b. Ensure goal based financial planning c. Undertaking client meetings and presentations to acquire new business d. Enhance and update knowledge about the industry 2. Relationship Management & Portfolio Management a. Maintain, develop and grow relationship with the clients b. Cross selling c. Tracking, analyzing and monitoring client portfolio d. Research & Analysis of various financial instruments 3. Client Servicing and Processing a. To understand, address and resolve client queries b. To undertake form/paper and processing f...

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: 18,000 To 23,000+incentive Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Sayali - 9158043197 Perks and benefits Competitive Salary With Unlimited Incentives !

JOB DETAILS Arrange client meetings, follow up with clients for closing new business, call clients for reminders. Acquire new clients through cold calling, references from existing clients, etc. Check work and manage work on MIS software. Report directly to higher management. Depending on experience and capabilities a few clients will be given to handle everything from servicing to sales. Service support will be given by existing employees. Must have good knowledge regarding life insurance, general insurance & mutual funds or any one or two of them. Must be good in English, emails, MS office. Must be having good people skills and politeness. FUNCTIONAL AREA Sales Executive, Cold Calling, Fin...

As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team You will oversee the branch s profitability, compliance, and customer engagement, while also promoting cross-selling of ficial products Drive enhancement of the deposit pool from existing and new customers Ensure high standards of customer service delivery across all touchpoints Promote and achieve cross-selling targets for non-deposit products Lead sales initiatives for Mutual Fund...

We are looking for a highly motivated and detail-oriented Finance Associate to join our team at Le Mridien. The ideal candidate should have 0-2 years of experience in finance or a related field. Roles and Responsibility Manage financial transactions, including accounts payable and receivable. Prepare and review financial reports, such as balance sheets and income statements. Develop and implement financial models to forecast revenue and expenses. Analyze financial data to identify trends and areas for improvement. Collaborate with cross-functional teams to achieve business objectives. Ensure compliance with financial regulations and standards. Job Requirements Strong understanding of financi...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at priyanshi.khandelwal@bajajcapital.com

Kotak Mahindra Bank Limited is looking for Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their of...

Kotak Mahindra Bank Limited is looking for Relationship Manager - Affluent-AFFLUENT-Relationship Manager to join our dynamic team and embark on a rewarding career journey Establish and maintain relationships with clients or customers to promote customer loyalty and retention Understand clients' needs and provide appropriate solutions, products, or services Develop and execute a strategic plan to grow the business by identifying new opportunities, cultivating leads, and closing deals Collaborate with cross-functional teams, such as sales, marketing, and product development, to ensure that clients' needs are being met Track and analyze key performance metrics to measure the effectiveness of re...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality customers ...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc Build and grow CASA book size by onboarding quality customers...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality customers ...

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management Acquire new HNI customers for retail loan products and banking services Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etcBuild and grow CASA book size by onboarding quality customers ...