11498 Mutual Funds Jobs - Page 19

As a Stock Broking Head for Trading, Compliance & Institutional Sales, your role will involve overseeing the stock broking vertical with a focus on trading operations, compliance, regulatory interactions, and business growth within the banking and financial services sector. Your responsibilities will include: - Trading & Operational Oversight - Supervising retail broking operations (Domestic & International) & institutional trading. - Handling products such as Equities, Options, Fixed Income, DVP/RVP, Prime Brokerage, and Mutual Funds. - Liaising with stock exchanges, depositories, and regulators on operational matters. - Sales & Business Development - Driving revenue growth through institut...

> Sourcing quality Demat accounts from open market. > Cross selling third party products. > Ensuring account activation and NSB in sourced accounts. > Ensuring adherence to sales compliance and defined SOPs. Required Candidate profile > Candidate should have decent understanding and knowledge of stock market. > Candidate must have good communication and presentation skills.

Job Description: Easy Investology is looking for dynamic and experienced professionals for the role of Wealth Relationship Manager . Candidates must have prior experience in Wealth Management, Banking, or Financial Advisory , with strong expertise in handling high-net-worth clients and promoting third-party financial products. Key Responsibilities: Build and maintain strong client relationships. Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement. Ensure client satisfaction and long-term portfolio growth. Eligibility: Only candidates from Banking or Wealth Management b...

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 continuous engagement...

Manager role: Recruit, train & guide advisors to achieve financial goals. Provide strategic advice, ensure profitability & client satisfaction. Growth to Branch Manager within 12 months. Location: Kolkata, Park Street.

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi,Tiruppur, Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Recruit,train agents and generate business from them Responsible for licensing and tracking activation of the same regularly Ensure branch compliance with company policies and industry regulation Increase customer footfall at the branch level Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Kajal-8758802172 M-kajalsresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Create and follow sale & marketing plan Visit the field and generate lead Build strong relations with partner Support junior sales team Attend meetings & share update Prepare and submit weekly sale report Study the market and understand customer need Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Kajal-8758802172 M-kajal.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Recruit, train agents and generate business from them. Responsible for licensing and tracking activation of the same regularly. Ensure branch compliance with company policies and industry regulations Increase customer footfall at the branch Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Kajal-8758802172 M-kajal.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Conduct market research to identify potential customer & business opportunities Reach out to prospects via email phone calls to generate lead Set up meeting & appointment for sale representative Track & report on lead generation & conversion metrics Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 - 39 candidate should be ready for field work Last company Documents Mandatory HR.Sakshi 9998027778 sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Drive sale business development & client relationship management. Conduct sale presentation and product demonstration Analyze market trends and sale data for informed decision making Lead motivate & monitor team performance across multiple location Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

We are looking for a ASM - Banking Sales: - To Manage the CASA sales through assigned Bank - Resolving customer queries - To Close The leads Provided By the assigned Bank - To Handle the walk-in customer - To do Cold calling on the lead-based data. Required Candidate profile Graduation or Above Age 21 to 35 Years Sales exp. preferred Fresher's Can Apply Bike mandatory Good Communication ship Perks and benefits Fixed package Incentives Medical Insurance Coverag

Roles and Responsibility: - Managing the life insurance sales through assigned Bank Branches. - Coordinating between Bank and company from Lead generation to policy conversion. - Follow up with Operations and Training the Lead Generators of Banks. Required Candidate profile Graduation or Above Age 21 to 35 Years Sales exp. preferred Fresher's Can Apply Good Communication ship Vacancy available in All location available On role job (Banking sector)

Monitor sales activities across multiple locations Set targets for field staff & track achievements Conduct field inspections & guide teams Analyze market trends & suggest action plans Submit regular performance reports to management Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Kajal-8758802172 M-Kajal.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to suppo...

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • 12th Pass / Graduation • Must have 6 Months of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 72010 64237 HR Jaivin Perks and benefits Incentive + PF + Mobile with Several

Cover assigned areas for customer acquisition Do door-to-door & community outreach Build referral network with local market contacts Report daily activity to manager Achieve daily & monthly lead targets *NOTE :- CHECK CTC & LOCATION BEFORE APPLYING* Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. One branch provide Required Candidate profile *For senior designation need banking - Products experience Criteria : • Experience : Sales/Marketing experience of 1+ years • Age: Between 21 to 40 years Perks and benefits Incentive Insurance Cover Paid Leave Medical

Support field sales team in closures & documentation Join customer visits when required Maintain follow-up and pipeline tracker Give daily updates to manager Help team achieve monthly targets *NOTE :- CHECK CTC & LOCATION BEFORE APPLYING* Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

- 100 % lead will be provided - Doing cold calling - Identifying sales opportunities - Closing business deals - Following up with customers - Meeting sales targets -A Great Welcoming Personality That Encourages Relationship Building. Required Candidate profile • 12 months - 2 years experience in sales & Marketing • Bachelor's degree • Fresher's Can't Apply • Bike