11498 Mutual Funds Jobs - Page 20

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Role Overview: We are looking for a motivated and skilled Wealth Manager/Consultant with 4-5 years of experience in wealth management or financial advisory. The ideal candidate will have experience in managing client portfolios, providing financial advice, and supporting investment planning. This role focuses on assisting clients with their financial goals while contributing to business growth. Key Responsibilities: Client Advisory & Relationship Management: Support senior managers in managing a portfolio of HNW & mass-affluent clients. Assist clients with investment planning, financial goal setting, and portfolio reviews. Build trust and maintain long-term client relationships. Investment S...

Job Title: Area Manager- Retail Sales Locations: Goa, Baroda, PCMC, Jabalpur Industry: Mutual Fund / AMC Experience: 8-10 Years CTC: 15-20 LPA Age Limit: Up to 45 Years Job Description: Achieve area retail sales (AUM and market share) targets through effective sales and marketing strategies. Build and maintain strong relationships with MFDs, IFAs, and clients. Conduct market research to identify sales opportunities and client needs. Develop and implement area-level plans aligned with corporate strategy. Ensure compliance standards and provide post-sales service to clients. Gather market intelligence and support profitability goals. Handle a team, increase market reach, and add new clients. D...

PCG CH Sales (Ahmedabad) Cluster Manager/Team Leader HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Team handling experience of atleast 6 peoples Cluster Managers with prior exper...

Payroll-Bank Payroll Job Location-Mumbai Associate Manager-Acquisition(Current Account) Acquisition of NTB Corporate Salary account customers Salary upto 5.30 lakh Call 9022157571 Khyati email-hyflyhr9@gmail.com www.hyfly.in Required Candidate profile The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch and also explaining and selling banking products to customers Perks and benefits Medical Allowance + Performance based Incentives

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply w...

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto-5.5LPA + incentive + Other benefit Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply w...

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

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 Coimbatore Week off - Sunday

1. Walking customers 2. Existing customers 3. If Leads provided by Branch 4. Your own contacts etc. You may have to visit customers if required Required Candidate profile Age Limit- 23 to 38 Education- Min Graduation Experience- Min 1 year Experience in BFSI. Perks and benefits PF Group Insurance Gratuity Fix salary

CTC- Depends On Interview/Last CTC + Incentives You have to sale life insurance to following type of Customers 1. Walking customer 2. Existing customer 3. Leads provided by Branch 4. Your own contacts Etc. You may have to visit customers if required Required Candidate profile Age Limit- 22 to 38 Education- Min Graduation Experience- Min 1 year Experience in BFSI. Perks and benefits PF Group Insurance gratuity Good incentives

Your working location will be particular Branch You have to sale insurance policy by convincing following type of Customers Walking & Existing customers If Leads provided by Branch Your own contacts etc. You may have to visit customers if required Required Candidate profile Education: Graduate in any stream Age Limit: 24 to 38 Years Experience : Sales In Banking/Insurance with field Perks and benefits Good Incentive Group Insurance

Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry and Freshers are not eligible. Interested candidates can sen...

Visit retailers, distributors & clients daily. Achieve monthly sales & collection targets. Develop new business and manage existing accounts. Ensure product visibility & availability in market. Share daily reports and market insights. Required Candidate profile Min 2 years of experience in field sales / /Marketing / FMCG / banking / distribution. Graduate preferred, must know local market. Good communication & convincing skills. Kevisha : 88490 20556

Responsibilities: Manage $10 million+ client portfolios Acquire new ultra-high net worth clients Handle existing HNIs with discretion & expertise Collaborate on mutual fund & PMS solutions Annual bonus Provident fund

Role Overview: As a BFSI Trainer, your role is crucial in training individuals or employees in the Banking, Financial Services, and Insurance sector. Your goal will be to ensure that trainees have a clear understanding of industry practices, financial products, regulatory norms, and customer handling techniques. Key Responsibilities: - Conduct classroom, virtual, or on-the-job training sessions for both freshers and experienced employees. - Deliver engaging training sessions covering topics such as banking operations, insurance products, mutual funds, financial instruments, customer service, and compliance. - Teach domain-specific knowledge including KYC norms, RBI guidelines, and IRDAI poli...

You will play a crucial role as an Equity Dealer, connecting clients with the stock exchange by executing trades accurately, providing timely market insights, driving revenue through cross-selling, and nurturing strong client relationships. Your responsibilities will include: - Executing client orders on stock trading terminals with precision - Furnishing clients with trade confirmations and market updates - Generating revenue through sales of financial products such as Mutual Funds, Insurance, and IPOs - Reviving inactive clients and onboarding new clients - Ensuring compliance with regulatory and risk management norms To qualify for this role, you need to meet the following criteria: - Any...

Reporting To Branch Manager 1. Starting business in a new village Village identification within the radius b. Feasibility study of the village based on demographics activities and financial needs of c. Assist the MCHC in making the village approvel 2. Sourcing of business Identification of customers and forming of Joint Liability Groups Ding up of the application form Veifixation of the end of th? ????? d. KYU vornication 3. Disbursements D. Acasting the MUHU for disbursement activity compiction 4. Collection of current dues & Collect the collection shoots and stickers from MC-IC b. Group-wise collection as per scheduled time by following the process c. Deposit of collection money d. MERC en...

Acquisition of CASA liabilities a/c from cold calling, market reference, cross sell and selling third party products (life health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving over all numbers and value targ...

Handle front-desk banking operations, ensure timely service delivery, and resolve customer queries efficiently. Support sales through product promotion, need identification, and cross-selling of banking services. Primary Responsibilities: Accept and process retail/commercial deposits, withdrawals, loan payments, and CASA account transactions. Maintain and reconcile cash drawer in accordance with bank policies, ensuring accuracy in cash handling and periodic check batching. Buy/sell currency from the vault as needed to maintain adequate cash levels. Assist with ordering, receiving, verifying, and distributing cash; manage excess cash and mutilated currency handovers. Count, package, and recon...

General brief about the role: As a Financial Consultant with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs. Additionally, staying updated on market trends, economic developments, and investment opportunities is crucial to provide informed recommendations to clients. Essential Duties and Responsibilities: Expand the customer bas...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, we’re building at scale – and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hiera...

Motilal Oswal- MUTUAL FUNDS SALES - Mutual Funds Sales Representative - Good Communications Skills - Outbound calling - Shift- 9:30am to 6:30pm - Week Off: Sunday Fixed - Graduation mandatory - Salary: 18,000 To 23,000+incentive Required Candidate profile -Fresher/Experience can apply -Only Graduates How To Apply To schedule your interview Call or send your CV through WhatsApp HR Pratiksha - 8698488197 Perks and benefits Competitive Salary With Unlimited Incentives !

About your role The Assistant Manager - Supplier Relationship Management Center of Excellence will work with identified supplier relationship managers (SRMs) for key Business Functions in managing suppliers in line with risk appetite, optimising post-contract value, and developing a transparently sustainable supply baseThe role holder will run routines for a defined element of the supplier portfolio, and will ensure that the requirements, contractual obligations, Procurement policy, and business unit objectives are met and evidenced in regular routines The role holder will collaborate closely with senior stakeholders from across FIL to establish broad internal stakeholder relationships, driv...

At DSP Mutual Fund, we re driven by a simple belief that the right advice, the right products, and the right relationships can help investors make better financial decisions. We re looking for a Branch Head Jaipur to lead our Retail Sales efforts, driving growth, relationships, and regional strategy. You ll lead the business for Jaipur and nearby markets, shaping our presence and performance across distributor networks, mutual fund products, and strategic partnerships. What You ll Do Lead retail sales for the Jaipur region , driving business growth across products. Strengthen DSP s market share and brand presence across key channels and distributors. Develop and execute sales strategies, bus...