4685 Mutual Funds Jobs - Page 17

OPENING FOR ONE OF THE LIFE INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 4 L+INCENTIVES+MEDICALS Required Candidate profile NEED 3 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

This is for Angle one franchisee office Role & responsibilities This is for Angle one franchisee office Stock Broker Client Acquisition & Broking Generation Preferred candidate profile We are looking for a proactive Stock Broker to focus on acquiring new clients and generating broking revenue. The role involves client onboarding, managing investment portfolios, and driving daily trading activity across various market segments.

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Ankleshwar. Job Location: Ankleswar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.

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 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

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Vadodara. Job Location: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Zonal Office - 2nd Floor, Kanha Capital, RC Dutt Rd, Alkapuri Society, Alkapuri, Vadodara - 390007 Date: 25th Jul'25 (Friday) Time 11:00 AM to 04:00 PM

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Responsibilities: * Assist in preparing investment proposals, financial plans, and client presentations * Research and analyze mutual funds, stocks, insurance, and other investment products *Assist in client onboarding and KYC processes

Are you passionate about Sales & Marketing of Investment services, particularly in the domain of Stocks, Mutual Funds & related Investments Do you hold an MBA in Marketing & Finance or equivalent qualification If yes, then we invite you to join PA Wealth, where learning meets growth, offering exciting opportunities for professional development and financial success. At PA Wealth, we are dedicated to providing specialized services in Sales & Marketing of Investment products, with a focus on Leads conversion. As a member of our team, you will have the chance to immerse yourself in the dynamic world of investments and learn how they can create substantial wealth for investors. If you are enthusiastic about building a career based on our investment philosophy and are committed to becoming a leader in investment services, then we want to hear from you. If you have a keen interest in Stock Markets and are eager to leverage your knowledge and skills in Sales & Marketing within the realm of Investments, then PA Wealth is the perfect place for you to grow and excel. Share your resume with us at careers@pawealth.in and take the first step towards a rewarding career with us.,

We're Hiring: Cluster Manager Direct Channel Locations: Bareilly Key Responsibilities: Build and maintain strong relationships with existing clients. Team Management And team handling Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 5-12 Years of experience in Multiple Banking product sales. Strong knowledge of life insurance products & Wealth management across various insurers. Team Handling Experience-5years Self-motivated and capable of handling team to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 5-12 Years Industry: Insurance Sales Salary Range: 5 LPA 10 LPA Interested? Let's connect! Contact: Sonali 7017918619 Email: sonali.sonkar@bajajcapital.com

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning. Deliver personalized investment advisory based on risk profiling and financial goals of clients. Onboard and migrate a minimum book size of 20 Crores within a defined timeline. Cross-sell a wide range of financial products and services. Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction. Regular portfolio reviews and market updates to clients. Coordinate with internal teams (Research, Product, Operations) for seamless service delivery. Desired Candidate Profile: Current Role: Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory). Experience: 5-15 years in wealth management or private banking domain. Must have strong understanding of financial instruments and market dynamics. Proven track record of managing and growing HNI/UHNI client base. Excellent communication, interpersonal, and relationship-building skills. Strong compliance and risk awareness. Ability to transition a minimum book size of 20 Cr. Preferred Background: Candidates from top-tier banks, NBFCs, and wealth management firms. Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference. Perks and Benefits: Attractive incentive structures Opportunity to work with a leading name in private wealth management Career growth in high-performing team environment Access to premium investment products and global investment opportunities for clients

Product Description: Secured Loans Marketplace A significant proportion of IndiaMARTs SME buyers require financing solutions secured against assets to fund their procurement, growth, or working capital needs. The Secured Loans Marketplace aims to address this by offering a diverse suite of asset-backed financial products via partnerships with banks, NBFCs, and fintech lenders. Product Suite Includes: Loan Against Property (LAP): Secured loans offered against residential, commercial, or industrial property to finance business expansion or operational needs. Gold Loans: Short-term, high-speed loans secured against pledged gold, catering to urgent liquidity requirements. Auto Loans (Commercial Vehicles & Equipment): Financing for new or used commercial vehicles, machinery, or industrial equipment to power SME operations. Loan Against Securities (LAS): Loans offered by pledging mutual funds, shares, bonds, or other marketable securitiesenabling liquidity without liquidation. Loan Against Fixed Deposit (FD): Overdrafts or term loans secured against fixed deposits, offering low-interest funding for working capital. Cards Against FD: Prepaid or credit card limits backed by fixed depositsideal for SMEs without formal credit history. This digital-first marketplace integrates these offerings into IndiaMARTs buyer experience and provides curated options tailored to MSME profiles, purchase behavior, and asset ownership. Educational Qualifications: B.Tech/B.E ,and MBA/PGDM Job Responsibilities: Key Responsibilities: Product Strategy & Roadmap: Define and own the end-to-end strategy for this marketplace, from ideation through scale-up, aligned to marketplace growth targets. Lender & Partner Management: Establish and nurture relationships with banks, NBFCs, and fintech lenders; negotiate commercial terms, SLAs, and co-branding agreements . Go-to-Market & Growth: Design acquisition and distribution strategiesincluding co-branded campaigns, outbound lead gen, and channel partnershipsto drive loan volumes and market share . Underwriting & Risk Framework: Collaborate with credit risk, analytics, and technology teams to develop bespoke underwriting policies for these products; continuously monitor portfolio performance and implement corrective actions . P&L Ownership: Manage all financial leversinterest margins, fee structures, credit coststo deliver profitability and scale; prepare periodic financial reviews for senior leadership . Technology & Operations: Partner with product, engineering, and operations teams to build seamless loan application flows, integrate lender APIs, and ensure compliance with KYC, AML, and regulatory requirements . Stakeholder Coordination: Liaise with legal, compliance, finance, customer-facing teams, and external auditors to finalize SLAs, draft agreements, and maintain governance standards . Manage communication, sales channel to drive business volumes Responsible for market landscape, process, partners, business model, partners, tech journey etc Liaising with lending partners ensuring smooth flow of operations, policies and expectation setting Develop and maintain reporting & application systems and coordinate information exchange with all stakeholders Skills Required: Lending Partner Management , PnL , MSME Loans , Market Segmentation , Product Management , Business Loans Candidate Attributes: Skill Set 7-12 years of experience in digital lending, fintech product management, or NBFC/BANK credit roles, preferably with a focus on SME or these secured loan verticals Should have understanding of market segmentation and lender wise offerings in various products including capital goods buyers and lender product offerings (relevant tot these products) Proven track record in lender P&L creation, partner revenue-share negotiation, and scaling co- lending or referral businesses Strong analytical skills with hands-on experience in underwriting policy design, credit scoring models, and portfolio risk management. Excellent stakeholder management and negotiation skills; ability to influence cross-functional teams and external partners. MBA from a Tier-1 institute or equivalent; background in finance or strategy preferred.

You'll be responsible for generating brokerage primarily by advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium-term.

You will be responsible for overseeing the performance and operations of multiple branches within the Bangalore region. This includes direct management of Branch Heads, as well as the PCG Sales and Sales Trader teams.

Responsibilities: * Manage client portfolios using mutual funds & wealth management techniques. * Provide investment advice with focus on financial advisory services.

Role & 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 Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification IRDA Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 years within the organization. Ensure compliance with all regulatory and organizational requirements. For Team Lead Profile (Playing Captain Role): Lead a team of 45 members, with both individual and team performance targets. Be responsible for the team's overall revenue and client acquisition goals. Motivate, guide, and manage team members to achieve business objectives. Candidates applying for this role should preferably bring their team along. Requirements: Proven experience in trading and order execution. Strong knowledge of capital markets, including derivatives, options, and cash segment. Prior experience in handling HNI and UHNI clients. Demonstrated ability in client acquisition and relationship management. Leadership and team management skills (for TL role).

Process:- Customer Relationship Executive Motilal Oswal (Mutual Fund Sales) Qualification: Graduation mandatory Salary: 17,000 In-Hand | 21,000 CTC + Attractive Incentives Skills: Excellent Communication in English Benefits: Rotational Weekoff Experience: Sales experience required Freshers can apply Week Off: Sunday Fixed Shift: 9:30 AM to 6:30 PM Perks: Centralized pickup/drop Manage customer relationships and promote mutual fund products. Freshers with good communication skills can apply. How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Nisha:- 9763458943

Job Title: Assistant Vice President II Business Finance Analyst (BFSI) Location: Vadodara Age Limit: 28 to 40 years Key Responsibilities: Lead strategic business finance initiatives across various para-banking segments including mutual funds, insurance, cards, etc. Deliver actionable insights through deep financial analysis to drive profitability and efficiency. Develop and maintain complex financial models and dashboards. Support senior management with financial planning, forecasting, and performance tracking. Mentor junior analysts and oversee financial reporting functions. Qualifications: Bachelors/Master’s in Finance, Economics, Accounting, or Business Administration OR Chartered Accountant (CA). Minimum 8 years of experience in business finance analysis, with strong BFSI and para-banking exposure. Preferred Certifications: CFA / CPA / CIMA or similar financial designation.

Job Title: Assistant Vice President I Business Finance Analyst (BFSI) Location: Vadodara Age Limit: 27 to 37 years Key Responsibilities: Perform business finance analysis, budgeting, forecasting, and variance analysis. Analyze financial performance across para-banking verticals such as mutual funds, insurance, credit cards, and other financial products. Provide financial insights to support decision-making and business strategy. Work closely with business units to align financial planning with business goals. Assist in preparing financial models and MIS reports. Qualifications: Bachelor's/Master’s in Finance, Economics, Accounting, or Business Administration OR Chartered Accountant (CA). Minimum 5 years of experience in business finance analysis, with substantial exposure to para-banking activities. BFSI sector experience is strongly preferred. Preferred Certifications: CFA / CPA / CIMA or equivalent finance certifications.

Planning and coordinating agency activities to ensure business goals are met Implementing strategic plans and setting objectives for performance and growth Recruiting, training, and mentoring agency staff,achieving performance targets for sales

Job Description Document Designation Territory Head - Corporate Funds & Pensions ( for Sr. Manager) Key Relationship Manager - Corporate Funds & Pensions (for Manager) Grade Senior Manager / Manager Reporting into Regional Head - Funds and Annuity Location Mumbai, Delhi, Bengaluru, Kolkatta Department Group Business Team Management Individual Contributor Role Internal Stakeholders Investments, Operations, F&A, Product, Mid-Office, L&C External Stakeholders CXOs, Trustees, Treasury Heads, Brokers/Banca/Agency teams, NPS SPOCs Job Summary : Group Funds Explore and seek business opportunities in Large and Medium Corporates as well as PSUs for sourcing Group Funds - Retirals-Gratuity, Superannuation, Leave Encashments, Benevolence schemes etc Expand the Group Funds business across selected region- including Tier 1,2,3 cities Cross sell Group Funds to existing Group Life customers Annuity/NPS Annuity Leads Support Group Annuity business including prospecting, processes, affiliation and fulfilment Cross sell of Group Annuity to Group Fund clients and to Group Life clients Engage with NPS Nodal officers to ensure that Tata AIA is a preferred partner for NPS annuity leads; Ensure fulfilment of the leads either digitally or leveraging the Direct Sales Force/Agency team of Tata AIA Key Responsibilities : Create sales funnel of large & medium Indian companies, MNCs & PSUs for Group Funds and Annuity Interact with and present Tata AIA Life capabilities with the Trustees and the Trust admin team Approach and convert existing client contacts towards Tata AIA Life Group Funds and Annuity Interact and engage with NPS SPOCs and generate business for Group Funds and Annuity Make presentations to Trustees, engage in discussions and provide advice / solutions to Trustees Keep oneself updated on capital market developments, latest Government regulations, legal documentation, IRDAI compliances and other critical aspects of Group Funds Management Track client investments, sales activities, and maintain sales calls reports Proactive engagement with clients with regards their portfolio, aligning with the Investments team Collect and share market information on product, pricing, processes and overall solutions Generate and track Annuity leads with the fulfilment team Skills Required : Skill Type Description Level Technical Understanding working of Capital Markets Medium Technical Key Account Management, Direct Sales High Technical Understanding of Financial Statements, Compliances and Legal Documents (related to Group Funds) Low / Medium Technical Resourceful with MS Office - Powerpoint and Excel especially Medium Behavioural Engage and manage relationships with Internal & External Stakeholders High Communication Written and Spoken skills Medium Background Requirements : Education Graduate. MBA Preferred. Work Experience - No of Years 4 - 8 years of overall Work Experience Work Experience - Nature Preferred- Life Insurance experience Past experience of working with Tier 1- private life insurers in their group funds vertical/annuity sales will be preferred. Past experience in working with PSUs clients/PF trusts/trustees will be an added advantage Can be considered Direct B2B Sales / Key Account Management Exposure to sale of fund products in Mutual Funds Organisation Structure <