11498 Mutual Funds Jobs - Page 18

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

Duties and Responsibilities Meeting & exceeding business goals/targets in different products ie. Loans & Insurance bundled/Non Bundled through Lead fulfillment & Field Activity on existing Data Base Manage Key Responsibilities: Manage and drive personal loan (PL) business for the prime customer segment in the assigned territory (T1). Achieve sales and disbursement targets through effective channel and team management. Conduct credit assessments in line with company policy and ensure timely decision-making. Coordinate with sales, credit, risk, and operations teams to ensure smooth customer onboarding. Monitor and control delinquency levels and maintain a high-quality portfolio. Support the im...

At EY, we're all in to shape your future with confidence. we'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Role name and description Tax Analyst -Analyst main responsibility is to validate client data, Study cash flow, portfolio and crude financial data provided by client, and prepare a draft income statement and balance sheet. You will work on computation of economic allocations and tax returns, security analysis, other tax adjustments and tax return preparation for Hedge funds and Mutual Fund clients and preparing financial statements for (CDO) clients. The opportuni...

At EY, we're all in to shape your future with confidence. we'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Role name and description Tax Analyst -Analyst main responsibility is to validate client data, Study cash flow, portfolio and crude financial data provided by client, and prepare a draft income statement and balance sheet. You will work on computation of economic allocations and tax returns, security analysis, other tax adjustments and tax return preparation for Hedge funds and Mutual Fund clients and preparing financial statements for (CDO) clients. The opportuni...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Job purpose Your main responsibility is to validate client data, analyse cash flow, portfolio and crude financial data provided by client, and prepare draft income statement and balance sheet. You will work on computation of economic allocations and tax returns, security analysis, other tax adjustments and tax return preparation for Hedge fun...

Role & responsibilities Job Roles and Responsibilities Relationship Manager wealth Client Relationship Management Build and maintain long-term, trusted relationships with Yes Premia clients. Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs). Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs. Portfolio Management Manage a portfolio of premium clients with a focus on growing the relationship value. Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals. Conduct periodic portfolio reviews and performance tracking....

Designation:Customer Service - Inbound Payroll-No 1 General Insurance Co Payroll Job Location-Vashi Process-Inbound Salary-16K to 29K Net+Incentive Day Shift 5 DAYS WORKING Work From Office Call 9137797705 Hrutika www.hyfly.in Required Candidate profile 1. Inbound Customer service profile 2. Explaining the customers product features & benefits. 3. Ensuring all compliance and SLA during the calls. 4. GRADUATES FRESHER AND EXP BOTH CAN APPLY

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

Job Title : Relationship Manager-Stock Broking Location: Pune, Mumbai, Nashik, Bengaluru, Chennai, Hyderabad, Kolkata, Ranchi, Surat, Delhi, Chandigarh, Ludhiana. Experienced Required: 2-4 Years of experience Company Description PROFITMART is an emerging Stock Broking house in India offering diversified investment options including Equities, Derivatives, Currency, Commodities, IPOs, and Mutual Funds. We facilitate expert knowledge and efficient trading software, supported by effective investing tools aiming to fulfill our clients desires to increase their profits. Our goal at PROFITMART is to provide a platform that empowers clients with the necessary tools and knowledge to make informed inv...

Identification of potential tie--ups and channels for business development Understanding the customer needs & building positive relationships with customers. Prospecting and Originating new customers Solving customer queries Developing and managing relationships with Investors to meet their Investment and Insurance requirements. Follow up with clients for business opportunities Achieve the sales revenue target allocated for the defined period Managing customer acquisition and on-boarding process end to end from acquisition to Prospective Investment Desired Candidate Profile 0-1 years of experience in a Mutual Fund/ Financial product sales related work. Basic stock market terms and Glimpse of...

Company Description SMIFS Limited, established in 1993, is promoted by Mr. Rahul Kayan and guided by Mr. Ajay Kayan & Mr. Utsav Parekh. The company provides comprehensive financial services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). With a pan India presence, SMIFS Limited excels in Research & Advisory Services, primarily serving Institutional & Ultra HNI Clients through a dedicated team of professional analysts. The company's core values revolve around Legacy, Growth, and Trust. Role Description This is a full-time on-site role for RM/SR. RM/TL...

This job is provided by apna.co Building a team of business associates or financial advisors to achieve our Business target of financial products like FDs, life Insurance, health insurance, mutual funds etc

Profile : Relationship Manager 1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Cent...

Profile : Relationship Manager *Acquire 7-8 new clients monthly from the open market. *Cross-sell third-party investment products to existing clients. *Generate revenue from all products offered to sourced accounts. *Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each. *Focus on expanding the client base through proactive outreach. *Leverage cross-selling opportunities to enhance product adoption. *Ensure consistent revenue growth from new and existing clients. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971

ROLES & RESPONSIBILITIES: - Achieve monthly targets of 75 Demat and 25 Margin accounts (25k average margin), with 2x revenue in the first year and 3x in subsequent years. Conduct a minimum of 3 client meetings and 1 branch visit daily to drive sales and strengthen relationships. Ensure at least 12 First Trades per month through follow-ups and client engagement. Execute all promotions, contests, and marketing campaigns effectively across assigned branches. Conduct 4 training sessions monthly for partners and bank staff to enhance product awareness. Support channel partners on joint client calls and assist in lead conversions. To schedule your interview send your CV through WhatsApp (number me...

Process:- Mutual Funds Outbound Process Motilal Oswal Location: Thane West 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 communication skills in English/Hindi/Marathi Positive attitude w...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Job Description Relationship Officer (Wealth Management / DST Division) Role & Responsibilities: Engage with existing and potential clients to understand their financial goals and design suitable wealth management strategies. Acquire new clients through ethical and relationship-driven sales practices. Retain and grow client relationships through consistent follow-ups, financial reviews, and proactive service. Cross-sell multiple financial products including Mutual Funds, SIPs, Insurance (Life, Health & General), and goal-based investment solutions. Contribute to business growth through client referrals and innovative sales approaches. Ensure client satisfaction through transparency, professi...

In this role, you will be responsible for creating SEO-friendly content such as blogs, articles, news updates, newsletters, and guides tailored to Indian stock market readers. Your tasks will involve utilizing ChatGPT, other AI agents, and research tools to produce unique and high-quality content. Additionally, you will conduct keyword research to ensure that the content ranks well on Google for high-volume finance and investment-related queries. Key Responsibilities: - Write SEO-friendly blogs, articles, news updates, newsletters, and guides for Indian stock market readers. - Use ChatGPT, other AI agents, and research tools to generate unique, high-quality content. - Conduct keyword researc...

As a Legal Counsel at Silverdale Capital Pte Ltd, licensed by the Monetary Authority of Singapore (MAS) and managing award-winning funds, you will be part of a dynamic platform for legal professionals to excel in the sophisticated world of asset management. Your primary responsibility will be to provide legal expertise in mutual funds, financial transactions, and cross-border fund distribution. To excel in this role, you should possess exceptional drafting, vetting, and negotiation skills along with a graduate/postgraduate (LLB/LLM) qualification and a minimum of 5 years of experience in financial services, fund management, or a top-tier law firm. **Key Responsibilities:** - **Legal & Contra...

You are a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products. Your role involves developing and implementing customized financial plans for clients, focusing on equity, fixed income, and alternative investments. You will build and maintain strong client relationships by understanding their financial needs and providing regular portfolio updates. Providing strategic advice on stock market investments, including large-cap, growth, and undervalued stocks, is also part of your responsibilities. Additionally, staying updated on market trends, performing equity research, and assisting clients in making informed investment decisions a...

As an Executive at Matalia Stock Broking Pvt. Ltd., located in Rajkot, your role involves handling various financial products and services offered by the company. You will be responsible for executing trades in equities, derivatives, commodities, and currencies. Additionally, you will be managing mutual funds, IPOs, and portfolio management services while ensuring compliance with industry regulations. Key Responsibilities: - Execute trades in equities, derivatives, commodities, and currencies - Manage mutual funds, IPOs, and portfolio management services - Ensure strict adherence to compliance and industry regulations Qualifications: - Experience in equities, derivatives, commodities, and cu...

As an Operation Executive at PJ India Wealth, your role will involve overseeing daily operational activities at the Gandhidham location. You will be responsible for ensuring the smooth execution of financial transactions, managing client accounts, and providing timely support to clients. This position will require you to coordinate with various teams, prepare reports, and ensure compliance with industry regulations. **Key Responsibilities:** - Oversee daily operational activities - Ensure smooth execution of financial transactions - Manage client accounts and provide timely support - Coordinate with various teams - Prepare reports - Ensure compliance with industry regulations **Qualification...

As an Investment Advisor at Purminder Kaur & Associates, your role will involve advising clients on optimal investment opportunities, risk assessment, and financial planning based on their goals. You should have hands-on experience in loans and investment products such as mutual funds, fixed deposits, insurance, and other retail banking offerings. Key Responsibilities: - Minimum 1 year of experience in a banking environment handling loans and investments - Strong communication and client relationship skills - Knowledge of current financial products and market trends Qualifications Required: - Bachelor's degree in Finance, Commerce, or related field preferred The company, Purminder Kaur & Ass...

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...