11498 Mutual Funds Jobs - Page 16

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enhance...

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 ...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enhance...

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...

As a Manager in the Corporate Employee Solutions vertical, you will be responsible for driving business growth by enhancing the deposit pool, cross-selling ficial products, and ensuring high standards of service delivery across mapped branches This role involves managing productivity, compliance, and profitability while building strong relationships with corporate clients and internal stakeholders You will play a key role in promoting third-party products (TPPs) such as mutual funds and insurance, generating fee income, and ensuring regulatory compliance The position demands leadership, strategic thinking, and a hands-on approach to branch administration and customer engagement Drive enhance...

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 ...

Responsibilities Contract review and Post Audit comparison with prior performance. Connecting with Sales team to have better understanding of markets and KPIs driving the markets. Providing Commentary on prior Contract performance and suggest measures to improve performance. Understanding requirements of the business and delivering contract review decisions in time. Identifying Risks & Opportunity areas within the contract management cycle. Partnering with Sales team for better and profitable long-term contracts. Support transformation agenda. Support in business adhocs. Experience in using Planning & Dashboard systems & tools. Qualifications Graduation with 3-6 years of overall work experie...

The Regulatory Reporting Lead is responsible for the processing and submission of daily EMIR, MiFID, SFTR and SIX Swiss reporting ("Trade & Transaction Reporting") to regulators. In addition to BAU reporting the Analyst is responsible for quality assurance of data, analysis and resolution of non-standard exceptions, queries and issues raised by clients and internal teams, and providing expert input regarding Trade & Transaction regulations. The role is for an experienced lead in reporting, competent at analyzing and interpreting reporting requirements and prioritizing a demanding and diverse workload. Key Responsibilities Produce daily reporting to agreed timescales for regulatory Trade & Tr...

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 Pratiksha - 8698488197 Perks and benefits Competitive Salary With Unlimited Incentives !

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Nagpur Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives...

Role & responsibilities 1. Critical Responsibilities: Acquire NTF (New to the Firm) clients and generate revenue for us. Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients. Offer wealth advisory services to clients. Ensure the growth of AUM (Assets Under Management) or book size in Mutual Funds. Analyze financial information of clients to determine strategies for meeting their financial objectives. Monitor financial market trends to ensure that client plans are responsive. Achieve targets based on acquisition and revenue generation through investment products. Responsible for business development through the acquisitio...

PCG ADVISOR - JD Designation: Equity Advisor Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure con...

Process:- Mutual Funds Outbound Process Motilal Oswal Location: Thane West Centralized Pick-Up & Drop Facility from Thane Station) Shift: Day Shift | 9:30 AM 6:30 PM Salary: 18,000 to 23,000 In-hand + Attractive Incentives Who Should Apply? Only Graduates (Any Stream) Freshers looking for a solid start in financial services Experienced candidates seeking growth in Mutual Funds or Sales What Youll Do: Make outbound calls to prospective clients Explain mutual fund schemes and benefits clearly Address customer queries and concerns professionally Drive customer engagement and conversions Maintain accurate records of interactions and follow-ups Skills & Qualities We Value: Strong verbal communica...

Department/Function : SALES RETAIL- CANARA Direct Reporting: Zonal Business Head Highest Education: Graduate / Diploma / Post-Graduate Experience : 5 years experience (preferably minimum 2 years in Life Insurance) Job Objective The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers of Canara HSBC Life Insurance (CHL) and its bank distribution partners. The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans (such as ULIP, Non-par Guaranteed plan, Annuity etc.) to clients who have an existing relationship with CHL, while also expanding outreach to external customer segments of th...

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Role & responsibilities Assist in researching equity, mutual funds, insurance , SIP and other investment products. Investment product Sales. Participate in regular training to build financial product knowledge Preferred candidate profile Graduate Experience in sales of Investment products (if any)

Operations Executive Experience : 1-2 Years Job Description Operations team plays a crucial role in making sure every clients investment journey is smooth, accurate, and timely. What Youll Be Doing: As an Operations Executive, you will work behind the scenes to support Relationship Managers and ensure all client investment-related tasks are handled efficiently. Your role includes: Handling all account opening formalities, KYC checks, and documentation for client investments. Coordinating with clients to collect documents, resolve queries, and follow up on pending requirements. Executing mutual fund, SIP, insurance, and other investment transactions as per client instructions. Working on MIS ...

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the ...

Mega Walk-in-Drive at Delhi NCR/Noida Title :- Development/Relationship Manager - Health Agency(Noida/Delhi) Vertical :- Health Agency Location : Delhi NCR/Noida #Date :- 6th July 2025 Address :-ICICI LOMBARD GIC LTD, 7th floor, Mercantile house, K.G Marg, new Delhi - 110001 (Nearest metro station - #Barakhamba metro station) 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 ...

Payroll-Bank Payroll Job Location-Mumbai Associate Manager-Acquisition(Current Account) Acquisition of NTB Corporate Salary account customers Salary upto 5.30 lakh Call 9022157571 Khyati email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch and also explaining and selling banking products to customers Perks and benefits Medical Allowance + Performance based Incentives

Role & responsibilities Responsible for research and due diligence on Mutual Funds, PMS, and AIFs. Analyze fund strategies, performance, and portfolio suitability. Develop product materials and collaborate with fund partners. Deliver market insights, client communications, and portfolio reviews. Ensure compliance with SEBI/AMFI guidelines and support digital reporting, training, and internal updates. Preferred candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/CA/MBA preferred. 410 years of experience in investment research, product strategy, or portfolio advisory. Strong understanding of mutual funds, PMS, AIFs, and macroeconomic indicators. Excellent commu...

Designation : Relationship Manager Customer Engagement 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 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 ...

About the Team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide service to clients via various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. Assists customers by initiating payment invest...