11498 Mutual Funds Jobs - Page 2

We have an urgent hiring for Business Development Manager Ahmedabad - Bopal Ambli Role & responsibilities * Identify and onboard new clients. * Provide expert consultation on equity and mutual fund investments. * Assist clients in designing and managing their investment portfolios. * Develop and nurture long-term client relationships. * Monitor market trends and apply insights to refine sales strategies. * Collaborate with internal teams to meet business objectives and drive company growth. * Actively prospect and acquire new HNI and retail clients to expand the client base and grow Assets Under Management (AUM). * Participate in business development activities, including client referrals, n...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Manage branch operations, ensuring efficient day-to-day activities. Oversee sales team performance, providing guidance and training to improve results. Handle customer queries and complaints effectively, maintaining high levels of service quality. Ensure compliance with regulatory requirements and internal policies. Develop strategies to increase revenue growth through effective business planning. Desired Candidate Profile 5-10 years of experience in microfinance or related field (branch handling, branch management). Strong understanding of financial products such as loans, credit cards, etc. Excellent communication skills for effective customer interaction. Ability to work independently wit...

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! We have urgent Requirement of State Head (Leadership position ) in Wealth Management Department . Age : 21- 42 years Offered CTC - As per market Standards Minimum Qualifications and Experience: Post Graduate MBA in any specialisation 12 to 15 years years experience in BFSI/NBFC sector in insurance industry in Wealth Management is must required. Having Wide Experience in working in these Specific locations - Uttar-Pradesh , Uttarakhand , Bihar & Purvanchal Key Responsibilities - Responsible for execution of wealth management strategy by managing a team of wealth managers in the assigned territory to build awareness of product offerings ...

Position : Accountant Location : Mumbai (On-site) Working Hours : 9:00 AM 5:00 PM Weekly Off : Sunday or Monday (to be confirmed) Salary Range : 25,000 30,000 (based on experience and capability) Required Experience : Minimum 5 years in accounting Role Summary: We are seeking an experienced Accountant to manage day-to-day accounting operations. The ideal candidate should be proficient in Tally, comfortable working with online banking platforms, and capable of handling documentation and financial reconciliations with accuracy. Key Responsibilities: Record and maintain daily accounting entries in Tally. Manage internet banking, vendor payments, and bank reconciliations. Prepare and maintain mo...

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies.

Seeking a detail-oriented Portfolio Analyst to support investment decision-making. Responsibilities include retirement & goal planning, client portfolio analysis, asset allocation, reviews, and reporting to drive financial goals. Required Candidate profile CFP or finance professionals with 2+ years’ experience in financial planning, mutual funds, investment reviews & client servicing Strong analytical skills, goal-based planning knowledge

Head of Research with deep mutual fund expertise. Lead fund analysis, whitelist creation, asset allocation insights & fund manager interactions. Drive investment strategy, communication & compliance excellence. Required Candidate profile 5+ yrs in MF/Wealth/AMC Strong in fund evaluation, analytics, macro trends & asset allocation Excell communication, Excel & MF tools knowledge. MBA/CFA/CFP/CA preferred send CV at priyam@successr.in

Orion Innovation is a premier, award-winning, global business and technology services firm. Orion delivers game-changing business transformation and product development rooted in digital strategy, experience design, and engineering, with a unique combination of agility, scale, and maturity. We work with a wide range of clients across many industries including financial services, professional services, telecommunications and media, consumer products, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce, and education. Role: T24 Business Consultant Securities & Derivatives Location: Chennai, India Work Model: Hybrid (Candidates will be required to ...

Experience: Minimum 2 years of experience in Sales or Marketing (any industry) Qualification: Graduation (mandatory) CTC: Up to 5.50 LPA + Attractive Incentives + Other Benefits Roles and Responsibilities Recruit, develop, and manage Leaders in the assigned location. Train and motivate Leaders to improve product knowledge and market understanding. Support Leaders to achieve maximum business targets. Conduct regular customer meetings to drive sales and ensure customer satisfaction. Execute sales strategies to expand market reach and penetration. Identify and acquire new customers to boost overall business. Recruit and guide Insurance Advisers through motivation, lead generation, and performan...

Role & responsibilities Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs. Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options. Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty. Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals. Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues. Participate in NRI client acquisition drives, events, and outreach programs as nee...

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies:1Reports to:RIC Is a Team leaderNTeam Size:-NA Grade:SM/AVP/VP Business:Retail BankingDepartment: Affluent BusinessSub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-poi...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services. About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to us...