4685 Mutual Funds Jobs - Page 21

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifications: Graduate / MBA / CA / CFA This is a great opportunity to be part of a fast-growing platform driven by research, integrity, and performance.

Platinum Relationship Manager Business BankingKRAs: 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 access to other products Maintains complete relationship record for assigned customer accounts Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service Very good understanding of Trade and Forex & CA Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

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

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 - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

-Process:-otak Mahindra Banking process (Mutual Funds) Telesales -Fresher/ experience both can apply -Salary-13k Fix in hand + Unlimited incentives -Shift timing:- 9:30am-6:30pm -Good communication required -looking for immediate joiner Required Candidate profile min qualification HSC Job Location: Kapurbavadi junction Majiwada Thane (w)- 400607 Send your CV via WhatsApp or call: Contact on:- HR Neha Mob No:- +91 91689 91284 Perks and benefits High Incentives and growth opportunities.

Role & responsibilities Preferred candidate profile

Lead and manage a team of sales executives in the assigned region Drive sales performance and achieve monthly/quarterly revenue targets Identify new market opportunities and develop local strategies Required Candidate profile Graduate in any stream; 2–4years of relevant experience in field sales and team leadership Must have handled multiple locations Strong interpersonal, leadership, and analytical skills

Key Deliverables / Accountabilities Responsible to innovate product offering in mutual fund / IPO segment Coordination with various department for implementation of various offer and developing new offering. Tracking competition offering and creating Mutual Fund product road map Vendor shortlisting, coordination for vendor presentations, vendor onboarding Documentation of In Principle notes / Sanction notes and getting them approved from Management Competencies Required Excellent written and verbal communication skills Ability to express innovative ideas and understand business requirements Strong understanding of Mutual Fund / IPO product and offering in industry Able to identify the gap / opportunity in Mutual Fund / IPO segment. Ability to multi-task and meet deadlines under pressure Ability to engage customers and ask them the right questions. Ability to work independently and as part of a team. A passion for creating exceptional brand experiences. Essential Educational & Experience Qualification Graduation / MBA in any stream with 8-10 years of experience in managing Third Party Products (MF / IPO)

1. Acquire new CASA accounts like individuals, small businesses, trusts, associations, societies, corporates. 2. Generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance, SIP, Loan. Call on 7827930908 for details. Required Candidate profile 1. 1-2 yrs. exp. in CASA Acquisition/ Merchant Acquisition/ QR Sales/ Field sales/ Direct Sales from BFSI Industry. 2. Must be ok in field sales and should have own bike. 3. Good Communication. Perks and benefits Incentives

Train new IFDs on using digital platforms & mobile app for Mutual Funds, IPOs, Bonds, NCDs, FDs, etc. Drive and support IFDs. Acquire new IFDs & promote primary market products. Organize business development events and engagement activities for IFDs.

Role: PCG Advisor New client acquisition for Broking, Investment products – PMS/MF/FD & Insurance Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets Handling clients with a book size of 25 lacs & above, & revenue genrate Required Candidate profile Qualification: Graduate, with NISM 8 EXP: Min 2 yrs With Knowledge of Equity, Derivatives, commodities, with HNI UHNI client handling & Acquisition Can contact Ruhi @ 9113961458

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 profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 24th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Develop and implement sales and marketing strategies Identify and approach potential clients Manage and maintain customer relationships Train and support the sales team Provide excellent customer service Lead and coordinate sales activities Required Candidate profile Graduate in any field 2+ years of sales expin any field sales (BFSI exp is a plus) Excellent and problem-solving skills Strong Communication and Customer Service skills Palak Rana | 88490 20556

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - CMH Road Indiranagar 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 profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 24th Jul'25 (Thursday) Time 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Find & contact potential customers Build and maintain strong client relationships Explain & promote company products/services Negotiate prices and close sales deals Achieve monthly sales targets & goals Coordinate with teams for better service Required Candidate profile Graduate in any discipline Min 2 years exp in field sales, FMCG, BFSI, distribution Good communication and negotiation skills Ability to work independently and as a team player Kevisha | 88490 20556

Job Responsibilities : - Deal with the walk-in customers in branch - Will have to work on the leads given from branch - Set up a meeting with potential customers and close the deal - Mostly branch-work Required Candidate profile Criteria: - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

Job Responsibilities : - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients - involves field work Required Candidate profile Criteria: - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

- Handel walk in customers in branch - Guide the customers for better product - Identifying new business opportunities - Cross-sell other products and service - Handle customer complaints and solve problems - On lead Visit customer place for meeting Required Candidate profile • Education: Graduate • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

Job Responsibilities : - Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Mostly Branch-Work Required Candidate profile Criteria: - Graduation Is A Must - Age Must Be In Between 21-38 - Minimum 6 Months Of Work Experience - BFSI Work Experience Preferred

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Uttam -9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

Greetings from Aspire ERP Systems!!!!!!! MEGA WALKIN DRIVE FOR MNC LIFE INSURANCE COMAPNAY, SAME DAY OFFER If you are Challenging, Career Oriented, we give you an opportunity to be better. Be daring, be first, be different, be best. Interested candidates can apply by sending cv to: aspireerpjobs10@gmail.com or call Akash on 8956912470 Job Responsibilities: Mobilizing & Managing business through the distributors / channel partners Daily reporting of Achievements Doing Performance Review of your distributors / partners Ensuring productivity on monthly basis Training, Mentoring and motivating the distributors/partners Qualification:Minimum Graduate Experience: Field Sales Experience of 2+ years will be an added advantage.

Dear Candidate, Greetings from Aspire ERP Systems!!!!!!! MEGA WALKIN DRIVE FOR MNC LIFE INSURANCE COMAPNAY, SAME DAY OFFER If you are Challenging, Career Oriented, we give you an opportunity to be better. Be daring, be first, be different, be best. Interested candidates can apply by sending cv to: aspireerpjobs10@gmail.com or call Akash on 8956912470 Job Responsibilities: To recruit and manage a team of distributors / partners and generate business through them on Monthly Basis Mobilizing & Managing business through the distributors / channel partners Daily reporting of Achievements Doing Performance Review of your distributors / partners Ensuring productivity on monthly basis Training, Mentoring and motivating the distributors/partners Qualification:Minimum Graduate Experience: Field Sales Experience of 2+ years will be an added advantage.

You are a detail-oriented and motivated Junior Accountant who will be responsible for supporting day-to-day accounting and HR-related tasks. Your role will involve maintaining financial transactions, assisting in financial report preparation, reconciling bank statements, and ensuring statutory compliance filings. You will also be involved in preparing GST invoices, TDS, and documentation for audits. Your responsibilities will include coordinating with mutual fund companies, insurance firms, and internal teams for legal formalities, preparing MIS reports, maintaining petty cash register, and tracking commission income. Additionally, you will support budgeting and forecasting operational expenses, liaise with external accountants, and maintain employee records. In terms of HR support, you will assist in recruitment tasks, issue HR-related letters, maintain statutory compliance records, support employee engagement activities, and coordinate training schedules. Your role will require a bachelor's degree in Commerce, Accounting, or Finance, proficiency in accounting software and MS Excel, and good communication and organizational skills. If you possess a basic understanding of mutual funds, insurance, and investment instruments, it would be considered a plus. Attention to detail and a willingness to learn are essential for this role. This is a full-time, permanent position with a day shift schedule to be carried out in person starting from 01/07/2025.,

You will be responsible for acquiring preferred clients (HNI/Ultra HNI) and maintaining client relationships to generate AUM (Assets Under Management) from them. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio will be a key part of your role, along with deepening the wallet from existing clients. You will need to coordinate with the product and research team to make investment decisions for the clients. Organizing seminars, workshops, and other business development activities will also be part of your responsibilities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets is crucial. Continuous research, investigation, and updating yourself on available investment options are required. Periodically contacting clients to assess their satisfaction with the service and returns generated is essential. Reviewing clients" investment needs to determine if portfolio reassessment is necessary based on market changes, life changes, economic changes, or financial performance is a key aspect of the role. Key products to be handled include Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, Commodities, and Currency. Preferred Qualification: CFP / CFA / MBA in Finance / Marketing Preferred Experience: 5+ years experience in financial services/ Broking Company and the Insurance sector Key Skills: You should be an individual performer with the ability to handle a reasonable book size. A pleasant personality and good communication skills are necessary. Functional Area: Marketing Job Location: Mumbai, Indore, Surat, Delhi, Bangalore,

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 and problem-solving skills. Proficiency in MS Excel and SQL is required, and exposure to capital markets, hedge funds, alternative funds, mutual funds, and wealth management would be an added advantage. If you are interested in this opportunity, please send your resume detailing your education, experience, and current CTC to careers@wealthspectrum.com. Positions are based in Ahmedabad.,