8524 Mutual Funds Jobs - Page 2

Role Overview: You will be responsible for staying in touch with investors over the phone to update them about the latest ongoing schemes (including MF, FD, Govt. Bonds, Debentures, etc.) and assisting them in making informed investment decisions based on various factors. Your key focus will be on business development and acquiring new investors to meet performance targets. Key Responsibilities: - Stay in touch with investors over the phone to provide updates on various investment schemes - Assist investors in making informed decisions based on their financial goals and risk appetite - Focus on business development and acquisition of new investors to meet performance targets Qualifications R...

Execute trades on behalf of clients,aligning with their investment strategies Cross-sell third-party investment products including Mutual Funds, SIP, FD. Acquire new clients while maintaining & nurturing long-term relationship with existing clients.

Execute trades on behalf of clients,aligning with their investment strategies Cross-sell third-party investment products including Mutual Funds, SIP, FD. Acquire new clients while maintaining & nurturing long-term relationship with existing clients.

Paisa bazaar is hiring for Sales Advisor - Investment (Savings) Role !! OPENING IS ONLY FOR THOSE WHO CAN SPEAK - MALAYALAM/KANNADA Interested candidates share their kiranyadav@paisabazaar.com or or WhatsApp your resume to "8800013127" OR Directly come for F2F interview mention " HR KIRAN" on the top of your resume. **FOR INSTANT REPLY SHARE YOUR RESUME @8800013127 - HR KIRAN *** **Immediate joiners will be preferred** *******____________INTERVIEW DETAILS______________********* .. Show this mail on reception area and mention "HR KIRAN" on you CV while coming for the direct interview.. ADDRESS :- Plot no. 129, Sector 44, Near Huda Metro Station, Gurugram Time:- 10:00am - 2:00pm Contact person...

100% of Leads will be given by our channel partner/broker. Convert leads and generate business through leads. Visit potential customers for new business. Ensuring that business targets are met month on month. Working on pre-fixed appointments. Required Candidate profile Fresher with Graduated can also apply 12th pass + 1 year sales experience Should be Local Good communication skills Must be Energetic and young For more information directly call on 95861 36991 Perks and benefits On Roll Banking Job + Incentives + Others benefits

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Skill required: Capital Markets Services - Account Reconciliations Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) ...

About The Role Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : SAP Portfolio and Project Management Good to have skills : NAMinimum 12 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. A typical day involves collaborating with various stakeholders to gather insights, analyzing user needs, and translating them into functional specifications. You will...

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 Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Skill required: Asset Management - Asset Data Management Designation: Capital Markets Services Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi...

ROLES & RESPONSIBILITIES: - Client Onboarding & Portfolio Development Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio. Asset Growth & Retention Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement. Investment Advisory & Portfolio Management Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction. Market Scouting & Client Acquisition Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-build...

We are seeking a Relationship Manager to build strong client connections, acquire new clients, and contribute to business growth.

Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...

SUMMARY Retail Staff Position in Pune Job Description Our client, a UAE-based multinational conglomerate, is seeking freshers to join their retail staff team in Pune. The group is involved in retailing a wide range of products including apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. Additionally, the group focuses on hospitality & leisure, healthcare, and mall management. Responsibilities Perform folding and stacking at basic tables. Ensure timely display of received stocks. Responsible for the upkeep of the section. Maintain a carton-free floor. Ensure merchandise clearance from the trial room. Maintain display standards, including...

SUMMARY Greetings, Excellent Opportunity for Freshers for Retail Staff Apply Now Gujarat Our Client is a UAE-based multinational conglomerate headquartered in Dubai. The group is involved in the retailing of apparel, footwear, consumer electronics, cosmetics & beauty products, home improvement, and baby products. The group also focuses on hospitality & leisure, healthcare, and mall management. Must Have - Minimum- 10th/12th/Diploma/Graduate Freshers Can apply. Age will be between 18-30 years. Job Details - -Folding and Stacking at basic Table. -Timely display of received stocks. -Responsible for Upkeep of section. -Ensure Carton free floor -Maintain Display standarards-Including signage -Mer...

Key Responsibilities: 7+ years of experience. Provide functional support for AR, CM, GL, IISC, and Secondary AP/PA modules. Work with business teams to gather requirements, perform gap analysis, and propose scalable solutions. Configure and maintain financial modules and ensure alignment with business processes. Perform root cause analysis and resolution for any issues or incidents raised via ticketing tools. Collaborate with the GDC team for any offshore dependencies or escalations. Support monthly, quarterly, and yearly financial close processes. Create and maintain documentation including BRDs, configuration documents, test scripts, and SOPs. Act as the liaison between finance users and t...

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. Achieving the Business target assigned to the 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 As per industry

Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Key Responsibilities: Acquire new clients through direct sales and convert leads into long-term relationships. Pitch and sell Kotak Securities products (Demat, Trading Accounts, Investment Plans, Mutual Funds, etc.). Build and manage strong relationships with clients to ensure customer satisfaction and retention. Meet and exceed monthly/quarterly sales and revenue targets. Generate leads through field visits, references, and networking. Maintain accurate records of client interactions, sales activities, and reports. Provide clients with updates on new products, services, and market trends. Work closely with internal teams to ensure smooth onboarding and servicing of clients. Key Requirements...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 responsi...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 responsi...

Role & responsibilities Define and execute the roadmap for Mutual Funds Identify gaps in current offerings and design new features to drive customer engagement and adoption. Benchmark industry practices and ensure competitive positioning through continuous innovation. Growth Ownership Drive initiatives to increase AUM, SIP, retention and cross- sell and increase digital adoption for inactive client base and for new onboarded in Mutual Funds and NFOs. Embed nudges, journeys, and educational modules within digital platforms (app/web) to increase awareness and participation. Partner with the Marketing team to design and execute targeted campaigns that boost acquisition and retention. Fair under...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...

Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless acc...