8524 Mutual Funds Jobs - Page 19

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs) is prefe...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenu...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred indu...

1) Candidate will be responsible for direct sales of Demat accounts and Margin collection for Equity, Commodity and Currency from Bank Channel 2) Responsible for generating revenue from Insurance, Value pack & ACE ,TGS. 3) Responsible for cross sale product like MF and PMS. 4) Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Acquire new clients and open Demat accounts. Advise clients on mutual funds & insurance as per their financial goals. Maintain strong client relationships & provide after-sales service. Achieve sales and revenue targets. Sales incentives

As a part of the functional team at Applied Software Pvt. Ltd., you will be responsible for the functional lifecycle of the software product utilized by leading investment managers, alternative investment funds, and hedge funds. Our flagship product, WealthSpectrum, is being utilized by global private banks, financial institutions, and investment managers worldwide. We derive great satisfaction from collaborating with distinguished industry leaders and esteemed clients, and are committed to developing software that is simple to use, stable, and reliable. - Ideal candidates for this position will possess a Finance/Accounting background such as an MBA, CA, or CFA, along with strong analytical ...

As a Fund Accounting Team Leader, you will oversee fund service operations and ensure accurate trade processing. You will collaborate with clients and internal teams to resolve inquiries, manage escalations, drive efficiency, and strengthen controls in a dynamic financial environment. Your key responsibilities will include: - Overseeing the accurate production of daily/monthly accounting activities - Reviewing financial statements for timely sign-offs - Establishing policies and guidelines for control compliance - Developing efficient workflows within the team - Leading, motivating, and managing the team effectively - Implementing training solutions for team skill development - Managing clie...

Role Overview: As a Junior Accountant at our company, you will play a crucial role in supporting day-to-day accounting and HR-related tasks. Your responsibilities will include maintaining financial transactions, preparing financial reports, reconciling bank statements, assisting with statutory compliance filings, and coordinating with internal and external teams. Additionally, you will provide HR support by maintaining employee records, assisting in recruitment tasks, and supporting employee engagement activities. Key Responsibilities: - Maintain day-to-day financial transactions, including data entry, ledger postings, etc. - Assist in the preparation of monthly, quarterly, and annual financ...

Job Opportunity for Director- RM with MNC Bank 18 years-25 Years of exp into sales of Wealth products AUM: 150-250 CR+ This will be a Team Management Role. You will have to setup your own team. Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Chandigarh, Jaipur, Bangalore, Hyderabad, Ahmedabad, Indore, Pune Please Whatsapp resume to: 7595835146

About Mentor Wealth: With over 25 years of trust , Mentor Wealth is a leading mutual fund advisor committed to helping families and professionals build long-term financial security. As we enter an ambitious growth phase, we are scaling our Assets Under Management (AUM) and seeking high-performing professionals to join our journey. About the Role: The Relationship Manager (Mutual Funds) is the face of Mentor Wealth responsible for acquiring, managing, and retaining client relationships . This role demands a balance of strong client advisory skills and an aggressive growth mindset to consistently deliver on AUM expansion goals . Key Responsibilities: ?Acquire new clients and aggressively drive...

As a Full-time Mutual Fund Operations role based in Noida, your primary responsibility will involve managing mutual fund operations. This includes processing transactions, reconciling accounts, and ensuring compliance with regulatory standards. Your daily tasks will revolve around monitoring fund performance, preparing and reviewing reports, and fostering communication with other departments to ensure seamless operations. Key Responsibilities: - Manage mutual fund operations, including processing transactions and reconciling accounts - Monitor fund performance and prepare/ review reports - Ensure compliance with regulatory standards - Communicate effectively with other departments for smooth...

Retail Banking (Only) Develops new and expands existing High Net worth Customer relationships for liabilities. Cross sells existing bank products to customers. Tracks customer complaints/queries and turnaround times for customer satisfaction. Required Candidate profile Candidate must be Banking Experience and sales Background .. CASA experience is mandatory..

Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc. to offer right business solutions to the customer New to bank acquisition of high end current accounts through open market lead Required Candidate profile 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment Should know the local language.

Job involves managing all branch operations, including profitability, sales targets, portfolio quality, cost control, and team motivation Complete Branch Team Handling. Responsible for including HNI customers into the Preferred Banking. Required Candidate profile Grade open from Sr Manager to AVP/DVP & VP Relevant Retail Liability Sales Expertise from Banking apply CTC Negotiable

Location - Bangalore / Hyd / Delhi / Mumbai Experience - 8 + years in banking handling HNI Clients Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in sha...

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Position - RMPA Experience - Banking & sales only Education - Graduation Must Job Description: RMPA : Acquisition of High End Current\Saving Accounts through open market along with cross selling of other products of the Bank. Candidate to carry hardcopy of cv & mention Naukri.com on it. Interview Location - RBL Bank, GF, Viva Complex, Opp. Parimal Garden, Ellisbridge, Ahmedabad 380006. Contact person - Vinay Sawant Date & Time - 20 Sept, 10.30am to 12.30pm

Role & responsibilities Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise ...

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

- Manage PE/RE fund operations: distributions, drawdowns, fee calculations & unit transfers. - Ensure compliance via KYC audits, PPM reviews, Trustee reports & CRISIL benchmarking. - Maintain MIS for investors, upload documents & track KYC gaps. Required Candidate profile - CA Inter / CA / MBA Finance with 2+ years of experience in Financial services / NBFC and related field is must. - Must have experience in Private Equity, Real Estate funds and Anti-Money Laundering

Job Title: Investment Advisor – Mutual Funds & Cross Sales Location: Airoli 5 Days Working | 2 Days Rotational Off Upselling and cross-selling. Graduation is mandatory. NISM - XA/XB or VA/VB. BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profile NISM Certificate with any graduation mandate

Job Opportunity for Associate Director- RM with MNC Bank 12 years-18 Years of exp into sales of Wealth products AUM: 70-150Cr This will be a Individual Contributor Role Please Whatsapp resume to: 8018134910 Calls will not be entertained. Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Please Whatsapp resume to: 8018134910