8524 Mutual Funds Jobs - Page 20

An Area Sales Manager leads and motivates his sales team to achieve sales targets by developing sales strategies, analyzing market trends, managing client relationships, and providing training and feedback to the team . Key responsibilities include setting regional goals, monitoring sales performance, expanding market presence, and collaborating with other departments to ensure smooth operations and customer satisfaction. Key Responsibilities Sales Strategy & Planning: Develop and implement strategic sales plans for an assigned geographical area to achieve sales targets for DEMAT Account, MF, SIP, PMS & Insurance . Team Leadership & Development: Recruit, train, guide, and motivate the sales ...

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which wi...

OPENING FOR ONE OF THE HEALTH INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 5.5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 2 YEARS EXPERIENCE IN SALES AND MARKETING and insurance LOCALITE FIELD SALES MARRIED

You will be responsible for managing PCG sales, sales traders, Sales Manager team and branch operations .

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Responsible for generating revenue from Third party product like SIP, Mutual Funds, Insurance, Value pack & ACE/TGS. Need to maintain relations with his clients and with the team members.

New client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients. Generating leads Selling/advising third-party products like Health Insurance, SIPs, life insurance, and Mutual funds

Increase AUM, Net Sales, and Market Share; Channel management across IFA’s, National Distributors and Banks Team Management and development of sub - ordinates Ensure standards of Customer Service and Compliance are met at the branch.

Lead - Digital Platforms/Senior Lead - Digital Platforms Lead - Digital Platforms/Senior Lead - Digital Platforms Job Purpose Our App & Websites are the key pieces of the company's digital strategy. They are an integrated platform offering a portfolio of products covering payments, cards, wallets, loans, deposits, mutual funds, and loans on lifestyle products ranging from consumer durables to home furnishing. These digital platforms will integrate our home-grown ecommerce store, insurance marketplace, investment marketplace, payments engine including BBPS and offer a consumer-tech experience to our customers. They will be hyper-personalized for each customer and provide the right nudges acro...

Job role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To identify new business opportunities and generate leads through networking and referrals. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Portfolio Management Services (PMS), MFs, Equity To educate clients on the features, benefits, and risks associated ...

Work Level : Individual Core : Result Driven Leadership : Building Work Relationships Role : Wealth Relationship Manager Industry Type : Banking Function : Business Development Manager (BDM) Key Skills : Wealth,Wealth Manager,Wealth Head,Private Wealth,Mutual Fund Advisor Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Job Summary: To up sell MF products to Retail/HNI Clients as per the assigneddatabase, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products,enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial prod...

Location - Bulandshahr,Bharatpur,Meerut,,Saharanpur,Palwal,Agra,Modinagar,New Delhi,Rohtak,Sonipat,Aligarh,Amritsar,Indore,Khandwa,Khargone,Narwana,Barnala,Mathura,Hathras,Panipat,Moradabad,Gwalior,Bilaspur,Rajnandgaon,Gurugram,Kanpur,Lucknow,Varanasi,Prayagraj,Bhopal,Bareilly,Gorakhpur,Deoria,Jaunpur,Basti,Raebareli,Hardoi,Ballia,Sandila,Maharajganj,Sant Ravidas Nagar (Bhadohi),Bijnor,Dhar,Sriganganagar,Khurja,Jind,Sirsa Key Responsibilities: Develop and implement acquisition strategies to support the companys growth goals. Identify potential acquisition targets through market research, networking, and industry analysis. Conduct due diligence and financial analysis of target companies. Lead...

Responsibilities: * Manage HNIs' portfolios, provide investment advice. * Handle alternative investments, private banking services. * Collaborate with banking products team.

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

OPENING FOR ONE OF THE HEALTH INSURANCE SELLING LIFE INSURANCE POLICIES RECRUITING ON ROLL EMPLOYEES TEAM HANDLING TEAM RECRUITING AGENTS REACHING TARGETS LOCALITE SALARY MAX 6.5 L+INCENTIVES+MEDICALS Required Candidate profile NEED 4 YEARS EXPERIENCE IN SALES AND MARKETING and LIFE insurance LOCALITE FIELD SALES MARRIED

Urgent Requirement:- Agency Channel/General insu./SAP/Life Insurance/Health Insurance/Mutual Fund/Distrubution Channel. Proven track record in agent recruitment. Stability 2 years.Products- ULIP, Traditional & Term Insurance.

1) Communication a) Advisory Team For client advisory related issues and product related queries and escalations b) Operation Department For coordinating with the operations team to ensure accurate booking of business revenue, streamlining of Ops processes and driving new initiatives in operations such as client onboarding . c) Sales Team For resolving any queries relating to CRM and other internal applications by taking assistance of the business analyst of the PWM business d) IT To ensure adherence set IT processes and resolution of system related issues e) Customers Resolution of queries Preferred candidate profile Experience: 2+ Years Domain Knowledge: Operations background required and ...

YOUR IMPACT: Sales Specialists & Consultants are product, services, software or solution specialists that are responsible for leading pursuit in their assigned focus areas. Drives proactive campaigns to build the pipeline, uses specialized knowledge and skills to prospect, qualify, negotiate and close opportunities. May have named accounts allocated, cover a designated geography, or may be allocated to one high-potential, competitive attack account. WHAT THE ROLE OFFERS : Develops long term sales pipeline in GCC/Named account Segment to deliver the company's order and revenue targets in Cybersecurity in the given regions. Focus on Cybersecurity solutions of Security Operations Centre (SOC), ...

Warm Greeting !! Day shift Need only females with good comms mutual funds knowledge with TL on paper is mandatory 6 days of working Experience should be in relevant Domain oly For More Details Call : HR smitha @ 9880964847 (Call or Whatsapp)

Your Role: Complexity of Business: The services cover various trade validation, trade documentation, position management, internal reconciliation, P&L validation, securities processing, FX transactions monitoring, OTC derivatives, corporate actions management, tax operations, and nostro reconciliation. These services are complex and require higher-level supervision. Leadership and Strategic Direction: An Engagement Manager will provide necessary leadership and strategic direction to align the new business with the company's goals and objectives. Experience and Expertise: An Engagement Manager will bring valuable experience and expertise to navigate the complexities of the new business. Resou...

Role Description Lead or supervise the engagement team including staff and seniors on the planning and execution of an audit, Asset Management clients to effectively and efficiently provide service to clients. Experience in auditing FSI/Asset Management clients. Understanding of key Industry concepts related to Hedge Funds, Private Equity, Fund of Funds and Mutual Funds. Understanding of key audit areas in Asset Management industry such as Partners capital, Investments, Management fees, Performance Fees and related audit procedures. Completing audit engagements end to end. Gain understanding of client operations, processes, and business objectives and utilize that knowledge on engagements. P...

Key Responsibilities: ? Manage and grow a high-net-worth portfolio with a minimum book size of ?20 crore ? Source clients via wealth channelsroles like Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM ? Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions ? Build and maintain strong relationships with HNI/UHNI clients ? Coordinate with internal teams (trading, research, product) for seamless service delivery ? Actively cross-sell across products to drive revenue and advisory impact Key Skills & Qualifications: ? Proven portfolio management with book ??20 CR in HNI/UHNI domain ? Background in wealth-channel so...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Frazer Town Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitab...

As a Senior Executive Manager at mNivesh, you will play a crucial role in driving sales and distribution of mutual fund and general insurance products. Your responsibilities will include acquiring, managing, and growing retail and corporate client relationships, providing tailored investment and insurance advisory, conducting client meetings and portfolio reviews, achieving business targets, and staying updated with SEBI/IRDA regulations and market trends. Collaboration with internal teams for smooth onboarding and service delivery is essential. Key Responsibilities: - Drive sales and distribution of mutual fund and general insurance products. - Acquire, manage, and grow retail and corporate...

You will be responsible for the role of Financial Planner - UK in the company, where you will be required to perform the following key responsibilities: - Understanding the product and preparing customized financial plans, monitoring, and updating them regularly. - Coordinating with Paraplanners on scenario analysis and case studies as per client needs. - Coordinating with various providers of financial products to compare, analyze, and finalize suitable products. - Accompanying the advisory team for meetings and reviews. You should possess in-depth knowledge of various financial products such as Insurance, health, life, mutual funds, bonds, PPF, etc. Additionally, excellent communication sk...